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Client Service Representative (Full-Time Permanent)

McDougall Insurance and Financial
Winchester, ON
Full-time
Permanent
Entry Level
Company Benefits
Dental Insurance
Paid Time Off
Disability Insurance
Employee Assistance Program
Posted 18 days ago

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 a Customer Service Representative in Personal Lines to join our team in Winchester, Ontario!Do 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.· 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)· 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.· Ability to work effectively in a fast-paced environment· 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. To learn more please visit 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_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:__ Types: Full-time, PermanentPay: $40,000.00 per yearBenefits:* Company events* Company pension* Dental care* Disability insurance* Employee assistance program* Extended health care* Paid time off* Vision careSchedule:* Day shift* Monday to FridaySupplemental pay types:*