Commercial Lines Insurance Account Manager Role

1 week ago


Brockville, Ontario, Canada McDougall Insurance and Financial Full time
Role Overview

We are seeking an experienced Commercial Lines Insurance Customer Service Representative to join our team in Brockville, Ontario.

About Us

McDougall Insurance and Financial is a leading insurance brokerage in Eastern Ontario, representing over 50 insurance companies. Our company has grown significantly through acquisitions, giving us a strong community identity and the ability to provide new opportunities for our employees.

Job Summary

This role involves providing exceptional customer service to clients, communicating effectively with them, and ensuring that all transactions and renewals are processed accurately and on time. You will also be responsible for acting as a liaison between clients, McDougall Insurance, and insurance companies, balancing their interests and ensuring that clients receive legendary service.

Responsibilities
  • Provide legendary service directly to clients after sales by Sales Executives.
  • Communicate with clients in person, by phone, email, or text to answer questions, provide professional advice, and collect relevant information.
  • Process additions, deletions, or changes to policies on the EPIC broker management system.
  • Ensure all transactions and renewals are accounted for and processed accurately and on time.
  • Provide quotations or estimates to clients on premiums, update information, and confirm data and coverage.
  • Communicate with insurance company personnel as required.
  • Act as an independent broker working for clients, liaising with insurers and balancing client, McDougall Insurance, and insurance company interests.
  • Function as part of a team responsible for assisting in the collection of accounts receivable and other areas as required.
  • Procure sales through upgrading and bundling coverage for personal lines clients where appropriate.
Qualifications
  • Exceptional customer service and communication skills.
  • Acts professionally at all times, maintaining trust and confidentiality.
  • Opens, respects, and helps others in an open, respectful, honest, and helpful manner.
  • Ability to work effectively in a fast-paced environment.
  • Willingness and eligibility to obtain a RIBO license.
What We Offer
  • Dedication to investing in employees' futures through education reimbursement for RIBO, CAIB, and other designations.
  • A supportive and inclusive culture valuing diversity.
  • A competitive employee health and dental benefits program, including long-term disability.
  • A competitive pension plan.
  • On-site parking.
  • Paid vacation time.
  • Access to ongoing training and development through our McDougall training team.
Salary and Benefits

The estimated salary range for this position is $48,000 - $55,000 per year, depending on experience. We offer a comprehensive benefits package, including a competitive pension plan, employee health and dental benefits, and paid vacation time.

Location

This role is based in Brockville, Ontario, and requires in-person work. If you need assistance or an accommodation, please contact our Human Resources Department through our website.



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