Insurance Account Manager

4 weeks ago


Cornwall, Ontario, Canada McDougall Insurance and Financial Full time
Account Manager - Insurance

We are seeking a highly skilled and motivated Account Manager to join our Commercial Lines team in Cornwall, Ontario. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Provide legendary service directly to clients, after the sale by the Sales Executive.
  • 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 a sale, normally through upgrading and bundling coverage for personal lines clients.
Requirements:
  • Exceptional customer service and communication skills.
  • Willing and eligible to obtain a RIBO license.
What We Offer:
  • A supportive and inclusive culture where diversity is valued.
  • 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.

McDougall Insurance and Financial is proud to be an equal opportunity employer. If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website.



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