- Sells general insurance policies to the public by acting as the initial contact with the applicant.
- Obtains all necessary information from the potential client as required in order to provide for an accurate quotation for coverage and premiums to cover the risk involved;
- Responsible for placing the risk with an appropriate market, obtaining and assisting in the completion of the proper application for insurance; arranging and collecting the premium as per McDougall's payment terms and forwarding the application to the insurance company to effect or complete the binding of insurance coverage in a timely manner.
- Ensure an abeyance is in place, followed up within a reasonable time to confirm issuance and receipt of the policy, check for accuracy and send to the client;
- Follow up with the client to ensure complete satisfaction and to finalize the sales process;
- Remain in occasional contact both directly and indirectly with the client via other service team members (CSR) to maintain client's ongoing satisfaction and to provide further products as required in order to build a long term client base and portfolio;
- Responsible for ensuring the timely collection of accounts receivable and any other areas of concern on the portfolio.
- This position will have support in generating new business leads.
- Must have exceptional sales and customer service skills.
- Must be sales oriented and have a very good knowledge of the risk and insurance products involved.
- Must demonstrate excellent interpersonal skills and the ability to deal with clients in stressful and contentious situations (e.g. collections, coverage after an incident, etc.)
- Acts in a professional manner at all times and maintain a position of trust and confidentiality.
- Acts in an open, respectful, honest and helpful manner with all team members, clients and other staff
- Must be willing and eligible to obtain a RIBO license
- Dedication to investing in our employees' future by offering RIBO, CAIB, and other designation education reimbursement
- Large earnings potential with competitive commission rates and bonuses
- 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
- Day shift
- Monday to Friday
- Bonus pay
- Commission pay
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Sales Executive - Peterborough, Canada - McDougall Insurance and Financial
Description
*About Us:_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.
*Position Summary:
We are looking for an Insurance Broker to join our sales team in Peterborough, Ontario This Broker will be responsible for selling general insurance policies for personal lines coverage.
Duties:
Qualifications:
RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers in the province of Ontario.
To learn more please visit *_*What We Offer:
If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website:
Job Types:
Full-time, Permanent
Schedule:
Supplemental pay types:
Work Location:
In person