- 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 be willing and eligible to obtain a RIBO license
- 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
- Dental care
- Disability insurance
- On-site parking
- Day shift
- Monday to Friday
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Account Manager - Belleville, ON, Canada - McDougall Insurance and Financial
Description
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.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.
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.
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 an Account Manager in Personal Lines to join our team in Belleville, OntarioDo you have strong customer service skills? We provide you with all the tools, knowledge and training you need to be successful in this role.
*To provide legendary service directly to the client, after the sale by the Sales Executive.If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website:
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Job Types:
Full-time, Permanent
Company pension
