Insurance Account Specialist

3 weeks ago


Thunder Bay, Ontario, Canada McDougall Insurance and Financial Full time

Job Summary

McDougall Insurance and Financial is seeking a skilled Insurance Account Specialist to join our team in North Bay, Ontario. As an Insurance Account Specialist, you will be responsible for providing exceptional customer service to our clients, processing policy changes, and communicating with insurance company personnel.

Key Responsibilities

  • Provide legendary service directly to clients, answering their questions and providing professional advice on their coverage.
  • Communicate with clients via phone, email, or text to answer inquiries and provide updates on their policies.
  • Process additions, deletions, or changes to policies on the EPIC broker management system.
  • Ensure all transactions and renewals are processed accurately and on a timely basis.
  • Provide quotations or estimates to clients on premiums and confirm data and coverage.
  • Communicate with insurance company personnel as required.

Requirements
  • Must have exceptional customer service and communication skills.
  • Acts in a professional manner at all times and maintains a position of trust and confidentiality.
  • Ability to work effectively in a fast-paced environment.
  • Must be willing and eligible to obtain a RIBO license.

What We Offer
  • Dedication to investing in employees' future by offering RIBO, CAIB, and other designation education reimbursement.
  • A supportive and inclusive culture where diversity is valued.
  • A competitive employee health and dental benefits program including long term disability.
  • A competitive pension plan.
  • Paid vacation time.

About Us
McDougall Insurance and Financial is proud to be an equal opportunity employer. We aim to find individuals who are passionate about their work and treat others with dignity and respect. If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website.

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