Overview
Commercial Lines Customer Service Representative Jobs in Kingston – Ontario at McDougall Insurance and Financial
Title: Commercial Lines Customer Service Representative
Company: McDougall Insurance and Financial
Location: Kingston – Ontario
Category: Insurance, Sales
Position: Commercial Lines Insurance Customer Service Representative
_Our growing team is looking for a Account Manager to join our Commercial Lines team in Kingston, Ontario!_
_McDougall Insurance is the largest insurance brokerage in Eastern Ontario, representing over 50 insurance companies giving us the ability to provide the best selection and rates to our clients. Over the years, the growth of our organization through the acquisition of brokerages has given us a strong community identity, as well as the ability to continuously provide new opportunities for our employees.
McDougall Insurance has an established team of over 650 employees across over 58 branches (and growing!), and we may just have the perfect opportunity for you! We provide you with all the tools, knowledge and training you need to be successful in this role._
_Here at McDougall Insurance, 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. To our clients, McDougall promises to deliver Legendary Service to our customers, going above and beyond, and applying the McDougall Principals of Trust, Honesty and Integrity to foster long-lasting relationships.
Since 1946, McDougall Insurance has promised “real people, working for you”. McDougall Insurance is proud to be providing services to clients in communities both big and small, with our staff themselves being members within them. We welcome you to visit our website to learn more, at
_At McDougall Insurance and Financial we offer our employees; a
comprehensive benefits
package, McDougall pension plan, staff
appreciation
days, a staff volunteer day, social events, a branch-wide yearend bonus, a
competitive salary
and paid vacation time starting at 3 weeks._
Responsibilities:
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. to answer all of their questions/inquiries, provide professional advice or recommendations regarding their coverage, and collect relevant information.
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
.
Acts in a professional manner at all times and maintains a position of trust and confidentiality.
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