Customer Service Representative for Personal Lines Insurance
4 days ago
McDougall Insurance and Financial is a leading insurance brokerage in Eastern Ontario, representing over 50 insurance companies. We offer a unique opportunity for a Customer Service Representative to join our team in Prescott, Ontario.
Salary Information
The successful candidate can expect a competitive salary of $43,000 per year, including bonus pay and benefits.
Job Description
We are seeking a skilled Customer Service Representative to provide legendary service directly to clients after the sale by the Sales Executive. Key responsibilities include:
- Communicating with clients in person, by phone, email, text, etc.
- Processing additions, deletions, or changes to their policy on the EPIC broker management system.
- Ensuring all transactions and renewals are accounted for and processed accurately and on a timely basis.
- Providing quotations or estimates to clients on premiums, updating information, and confirming data and coverage, and recording appropriate changes or adjustments.
- Communicating with insurance company personnel as required.
- Acting as an independent broker working for the client, liaising with the insurer, and balancing the interests of the client, McDougall Insurance, and the insurance company.
Required Skills and Qualifications
The ideal candidate will possess exceptional customer service and communication skills, be able to work effectively in a fast-paced environment, and be willing and eligible to obtain a RIBO license. Additional requirements include:
- Ability to work independently and as part of a team.
- Strong problem-solving and analytical skills.
- Proficiency in using various software applications, including EPIC.
Benefits
We offer a comprehensive benefits package, including a competitive pension plan, paid vacation time starting at three weeks, access to ongoing training and development, and a supportive and inclusive culture where diversity is valued. Other benefits include:
- Company events and social activities.
- Dedication to investing in employees' future through education reimbursement.
- A commitment to equal opportunities and accommodations for employees with disabilities.
Other Opportunities
McDougall Insurance and Financial is proud to be an equal opportunity employer. If you need assistance or an accommodation, please contact our Human Resources Department.
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