Insurance Account Manager

1 month ago


Cornwall, Ontario, Canada McDougall Insurance and Financial Full time
About the Role

We are seeking a highly skilled and customer-focused Account Manager to join our Commercial Lines team in Cornwall, Ontario. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.

Key Responsibilities
  • Provide legendary service directly to clients, after the sale by the Sales Executive.
  • Communicate with clients in person, by phone, email, text, etc. and process additions, deletions or changes to their policy on the EPIC broker management system.
  • Provide quotations or estimates to clients on premiums, update information, and confirm data and coverage and to record appropriate changes or adjustments.
  • Communicate with insurance company personnel as required.
  • Act as liaison with the insurer and balance the interests of the client, McDougall Insurance and the insurance company in force.
  • Function as part of a team responsible for assisting in the collection of accounts receivable and in any other area as required.
  • Procure sales, normally through upgrading and bundling coverage for personal lines clients.
Requirements
  • Exceptional customer service and communication skills.
  • Willingness and eligibility to obtain a RIBO license.
What We Offer
  • 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.
  • On-site parking.
  • Access to ongoing training and development through our McDougall training team.
About Us

McDougall Insurance and Financial is proud to be an equal opportunity employer. We welcome applications from diverse candidates and are committed to creating an inclusive work environment.



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