Account Manager
7 days ago
We are seeking an experienced Account Manager to join our Commercial Lines team in Brockville, Ontario.
About Us
McDougall Insurance and Financial is the largest insurance brokerage in Eastern Ontario, representing over 50 insurance companies.
We provide a comprehensive benefits package, McDougall pension plan, staff appreciation days, a staff volunteer day, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks.
Job Responsibilities
- Provide legendary service directly to clients after the sale by Sales Executives.
- Communicate with clients in person, by phone, email, text, etc. Process additions, deletions or changes to their policy on the appropriate broker management system (EPIC).
- 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.
Benefits
- 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.
Equal Opportunity Employer
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