Business Development Professional

1 week ago

Thunder Bay, Ontario, Canada McDougall Insurance and Financial Full time

About Us

Knox Hutchison Insurance, a division of McDougall Insurance and Financial, is the premier specialty insurance brokerage in Northern Ontario. We offer optimal selection and competitive rates through our representation of over 50 insurance companies.

Employee Promise

We foster an environment of support, empowerment, and inclusion while investing in our employees' future with McDougall Insurance. Our employees promise to treat others with dignity and respect, strive for a positive attitude, and approach each day with a willingness to learn.

Our Mission

At McDougall Insurance and Financial, we deliver legendary service to our customers by applying the principles of Trust, Honesty, and Integrity. Our goal is to build strong, lasting relationships with our clients.

What We Offer

A comprehensive benefits package, including a pension plan, staff appreciation days, social events, a branch-wide yearend bonus, a competitive salary, and paid vacation time starting at three weeks.

Job Summary

We are seeking a Customer Service Representative in Commercial Lines to join our team in North Bay, Ontario. This role involves working on large and specialty commercial risks, providing legendary service directly to clients, and communicating with them through various channels.

Responsibilities

  • To provide legendary service directly to the client, after the sale by the Sales Executive.
  • Communicate with the client in person, by phone, email, text, etc. to answer all their questions/inquiries, 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 (EPIC).
  • 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.
  • As an independent broker working for your client, acts as liaison with the insurer and balances 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.

Paid: $45,000 - $60,000 per year.

Work Schedule: Day shift, Monday to Friday.

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