Customer Service Representative - Pembroke, Canada - McDougall Insurance and Financial
Description
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.
_Our growing team is looking for a Customer Service Representative in Personal Lines to join our team in Pembroke, Ontario
Are you looking to start a new career? Do you have strong customer service skills? If so, this might be the perfect opportunity for you.
Responsibilities:
- To provide legendary service directly to the client, after the sale by the Sales Executive.
- Process additions, deletions or changes to their policy on the appropriate broker management system (SIG)
- 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 fastpaced environment
- Must be willing and eligible to obtain a RIBO license
What We Offer:
- Dedication to investing in our employees' future by offering RIBO, CAIB, and other designation education reimbursement
- 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
- Paid vacation time
- Access to ongoing training and development through our McDougall training team
If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website:
Job Types:
Full-time, Permanent
Salary:
$40,000.00-$48,000.00 per year
Benefits:
- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location:
In person
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