Insurance Client Liaison Specialist

18 hours ago


Winchester, Canada McDougall Insurance and Financial Full time
About Us

At McDougall Insurance and Financial, we pride ourselves on fostering an environment of support, empowerment, and inclusion. We invest in our employees' future, while they promise to treat others with dignity and respect.

Our Employee Promise

We strive to deliver legendary service to our customers and apply the principles of Trust, Honesty, and Integrity. This enables us to build strong, lasting relationships with our clients.

Job Summary

We are seeking a Customer Service Representative to join our growing personal lines team in Winchester, Ontario. The ideal candidate will have strong customer service skills, be sales-oriented, and possess a working knowledge of risk and insurance products.

Duties and Responsibilities
  1. Provide exceptional customer service directly to clients after the sale by Sales Executives.
  2. Procure sales through upgrading and bundling coverage for personal lines clients where appropriate.
  3. Communicate with clients in person, by phone, email, etc., to process additions, deletions, or changes to their policy on the broker management system.
  4. Ensure all transactions and renewals are accounted for and processed accurately and on a timely basis.
  5. Provide quotations or estimates to clients on premiums, data enter work to create files, update information, confirm data, and coverage, and record appropriate changes or adjustments.
  6. Communicate with insurance company personnel as required.
  7. Act as an independent broker, balancing the interests of clients, McDougall Insurance, and the insurance company.
  8. Function as part of a team responsible for assisting in the collection of accounts receivable and other tasks as required.
Qualifications and Requirements
  • A valid RIBO or OTL license is considered an asset or willing to obtain.
  • Exceptional customer service skills.
  • Sales-oriented and working knowledge of risk and insurance products involved.
  • Acts professionally at all times, maintaining trust and confidentiality.
  • Open, respectful, honest, and helpful manner with team members, clients, and other staff.
Benefits and Perks
  • A comprehensive benefits package.
  • McDougall pension plan.
  • Staff appreciation days.
  • Social events.
  • Branch-wide yearend bonus.
  • Competitive salary: $43,000 - $48,000 per year.
  • Paid vacation time starting at 3 weeks.
Company Culture

We value diversity and inclusivity, and believe that our employees should treat others with dignity and respect. Our technology allows us to connect in new ways, but we're driven by real people and connections. All employment decisions are based on qualifications, merit, and business need. If you need assistance or an accommodation, please contact our Human Resources Department through our website.



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