Commercial Lines Account Manager

1 week ago

Oshawa, Ontario, Canada McDougall Insurance & Financial Full time

I'm excited to announce that We Are Hiring

I am currently looking for a RIBO Licensed, Experienced Account Manager to join our growing Commercial Lines team in Oshawa, Ontario

McDougall Insurance is now the largest insurance brokerage in Eastern Ontario. We represent over 50 insurance companies, giving us the ability to offer optimal selection and competitive rates. Here at McDougall we have created an Employee Promise. The leadership of McDougall Insurance promises to foster an environment of support, empowerment and inclusion, while investing in our employee's future with McDougall Insurance. In turn, our employees promise to treat others with dignity and respect and strive to approach each day with a positive attitude and willingness to learn. Together, we promise to deliver Legendary Service to our customers and apply the McDougall principals of Trust, Honesty and Integrity with a goal of building strong lasting relationships. The result is our staff is engaged, accountable and professional. At McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks.

Duties:

· To provide legendary service directly to the client, after the sale by the Account Executive.

· Where appropriate, procure a sale, normally through upgrading and bundling coverage.

· Communicate with the client in person, by phone, email, etc. to process additions, deletions or changes to their policy on the appropriate broker management system and to provide professional advice or recommendations regarding their coverage.

· Ensure all transactions and renewals are accounted for and processed accurately and on a timely basis.

· Provide quotations or estimates to clients on premiums, data enter work to create files, update information, 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.

Qualifications:

· A valid RIBO license

· At least 5 years of insurance experience

· Have completed, or working towards, industry designations (CIP, CAIB etc.) considered an asset.

· Must have exceptional customer service skills and bring a positive approach that aligns with our culture.

· Must have a strong understanding of the risk and insurance products involved.

· 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.

McDougall Insurance and Financial is proud to be an equal opportunity employer. We aim to find individuals who are passionate about their work and treat others with dignity and respect.

If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website:

Work Location: In person

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