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Personal Lines Customer Service Represenative

McDougall Insurance & Financial

This is a Contract position in Madoc, ON posted September 13, 2020.

At McDougall Insurance it is our philosophy to hire the best possible people. We have been doing this successfully since 1946!

Our growing team is looking for a Customer Service Representative to join our team in Madoc, Ontario.

Duties:

  • To provide service directly to the client for Personal Lines insurance products.
  • 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 license and/or OTL license is considered an asset.
  • Exceptional customer service skills and computer skills.
  • Must be sales oriented and have a working knowledge of the risk and insurance products involved.
  • Act in a professional manner at all times and maintain a position of trust and confidentiality.
  • Act in an open, respectful, honest and helpful manner with all team members, clients and other staff.