Client Representative Assistant - Winchester, ON, Canada - McDougall Insurance and Financial

Description

Our growing team is looking for a Account Manager to join our Commercial Lines team in Winchester, Ontario_

_McDougall Insurance is the largest insurance brokerage in Eastern Ontario, representing over 50 insurance companies giving us the ability to provide the best selection and rates to our clients.

Over the years, the growth of our organization through the acquisition of brokerages has given us a strong community identity, as well as the ability to continuously provide new opportunities for our employees.

McDougall Insurance has an established team of over 650 employees across over 58 branches (and growing), We provide you with all the tools, knowledge and training you need to be successful in this role.

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_Here at McDougall Insurance, 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.

To our clients, McDougall promises to deliver Legendary Service to our customers, going above and beyond, and applying the McDougall Principals of Trust, Honesty and Integrity to foster long-lasting relationships.

Since 1946, McDougall Insurance has promised "real people, working for you".

McDougall Insurance is proud to be providing services to clients in communities both big and small, with our staff themselves being members within them.

We welcome you to visit our website to learn more, at

_At McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, a staff volunteer day, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks.

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*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. 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.
• 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

*Must have exceptional customer service and communication skills.

• Must be willing and eligible to obtain a RIBO license

*RIBO stands for the Registered Insurance Brokers of Ontario. RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers in the province of Ontario. 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:


Job Types:
Full-time, Permanent
Company pension

• Dental care
• Disability insurance
• Life insurance
• On-site parking
• Day shift
• Monday to Friday