Customer Service Professional

24 hours ago


Brockville, Ontario, Canada McDougall Insurance and Financial Full time
About Us

McDougall Insurance and Financial is a leading insurance brokerage in Eastern Ontario, representing over 50 insurance companies. We strive to deliver legendary services to our clients while fostering an environment of support, empowerment, and inclusion.

We are committed to investing in our employees' future by offering education reimbursement and ongoing training through our McDougall training team. Our comprehensive benefits package includes health and dental coverage, a competitive pension plan, and paid vacation time starting at 3 weeks.

Job Summary

We are seeking a Customer Service Professional to join our Commercial Lines division in Brockville, ON. As a TSR/Assistant, you will work alongside Account Managers and Account Executives to deliver exceptional services to our clients.

Responsibilities
  • Process renewals, endorsements, and liability slips as requested by Account Managers
  • Invoice clients, create summaries, and enclose letters
  • Sort and distribute daily mail, file active and inactive files, and request MVRs and Auto Plus records
  • Assist Account Managers with driver approvals, filing, and managing open claims on the computer system
  • Set up new files for Account Managers and Account Executives
Requirements
  • Able to work in a fast-paced environment
  • Proactive and shows initiative


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