Insurance Account Manager
2 days ago
At McDougall Insurance and Financial, we're seeking an experienced Insurance Account Manager to provide exceptional customer service and support to our clients.
Key Responsibilities- Communicate effectively with clients to understand their needs and tailor insurance solutions to meet their requirements.
- Process policy additions, deletions, and changes on our broker management system (EPIC).
- Provide quotations and estimates to clients on premiums, update information, and confirm data and coverage.
- Communicate with insurance company personnel as necessary.
- Liaise with insurers and balance the interests of clients, McDougall Insurance, and insurance companies.
- Contribute to the collection of accounts receivable and support other areas as required.
- Where appropriate, identify opportunities for sales growth through upgrading and bundling coverage for personal lines clients.
- Exceptional customer service and communication skills.
- Willingness and eligibility to obtain a RIBO license.
- A supportive and inclusive culture where diversity is valued.
- A competitive employee benefits program, including long-term disability and a pension plan.
- On-site parking and access to ongoing training and development.
McDougall Insurance and Financial is an equal opportunity employer. If you require assistance or accommodations, please contact our Human Resources Department through our website.
Job Types: Full-time, Permanent.
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