- Where appropriate, procure a sale, normally through upgrading and bundling coverage for personal lines clients.
- 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.
- 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.
- Function as part of a team responsible for assisting in the collection of accounts receivable and in any other area as required.
- 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
- Access to ongoing training and development through our McDougall training team
- Day shift
- Monday to Friday
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Member Experience Representative
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Housekeeping
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Client Representative Assistant - Pembroke, ON, Canada - McDougall Insurance and Financial
Description
We are currently looking for a Customer Service Representative to join our growing Personal Lines team in Pembroke, OntarioDo you have strong customer service skills? To provide legendary service directly to the client, after the sale by the Sales Executive.
_
Job Type:
Full-time
Dental care