Account Manager Role
3 weeks ago
About the Role:
We are seeking a highly skilled and customer-focused Account Manager to join our team in North Bay, Ontario. As an Account Manager, you will be responsible for providing exceptional service to our clients, answering their inquiries, and collecting relevant information to ensure their policies are accurate and up-to-date.
Responsibilities:
- Provide legendary service directly to clients, after the sale by the Sales Executive.
- Communicate with clients in person, by phone, email, text, etc. to answer all of their questions, provide professional advice or recommendations regarding their coverage, and collect relevant information.
- Process additions, deletions or changes to their policy on the appropriate broker management system.
- Ensure all transactions and renewals are accounted for and processed accurately and on a timely basis.
- 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 an independent broker, working for your client, 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.
- Where appropriate, procure a sale, normally through upgrading and bundling coverage for personal lines clients.
Qualifications:
- Must have exceptional customer service and communication skills.
- Acts in a professional manner at all times and maintains a position of trust and confidentiality.
- Acts in an open, respectful, honest and helpful manner with all team members, clients and other staff.
- Ability to work effectively in a fast-paced environment.
- Must be willing and eligible to obtain a RIBO license.
About Us:
McDougall Insurance and Financial is a leading insurance brokerage in Eastern Ontario, representing over 50 insurance companies. We offer a competitive benefits package, pension plan, staff appreciation days, social events, and a branch-wide yearend bonus. Our team is dedicated to delivering legendary service to our customers and building strong lasting relationships.
What We Offer:
- Dedication to investing in our employees' future by offering RIBO, CAIB, and other designation education reimbursement.
- A supportive and inclusive culture where diversity is valued.
- A comprehensive benefits package, including a competitive salary, paid vacation time, and employee assistance program.
- A competitive pension plan.
- Access to ongoing training and development through our McDougall training team.
- A chance to work in a dynamic and fast-paced environment.
How to Apply:
If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to our Human Resources Department through our website.
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