Account Manager - Personal Lines

McDougall Insurance & Financial; Kingston; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage in Kingston, Ontario is seeking a Customer Service Representative to join their personal lines team. The ideal candidate will provide exceptional service to clients, manage policy changes, and support sales initiatives. It is essential to have strong customer service skills and a willingness to obtain necessary insurance licensing. The role offers competitive benefits including a pension plan, company events, and paid time off.

Benefits

Company pension

Company events

Group benefit eligibility

Paid time off

On-site parking

Qualifications

• Must have exceptional customer service skills.
• Willingness to obtain a RIBO or OTL license.
• Working knowledge of risk and insurance products.

Responsibilities

• Provide legendary service directly to the clients.
• Procure sales through upgrading and bundling coverage.
• Communicate with clients to process policy changes.
• Ensure transactions and renewals are processed timely.
• Provide quotations and enter data for clients.

Skills

Customer service skills

Sales orientation

Professionalism

Education

Valid RIBO or OTL license

Job 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. 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.

We are currently looking for a Customer Service Representative to join our growing personal lines team in Kingston, Ontario!

Do you have strong customer service skills? Are you looking for a rewarding new career? If so, this might be the right opportunity for you!

Duties:

· To provide legendary service directly to the client, after the sale by the Sales Executive.

· 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.

· Ensure all transactions and renewals are accounted for and processed accurately and on a timely basis.

· 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.

· 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.

Qualifications:

· A valid RIBO or OTL license is considered an asset or willing to obtain

· Must have exceptional customer service skills.

· Must be sales oriented and have a working knowledge of the risk and insurance products involved.

· 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.

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 https://www.ribo.com/

What We Offer:

• Company pension
• Company events
• Group benefit eligibilty
• Paid time off
• On-site parking