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Careers

Careers at McDougall Insurance

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 the following positions:

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Open Roles

Our growing team is looking for the following positions:

Duties:

  • To provide 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:

  • Must have a valid RIBO license and exceptional customer service 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.
  • Acts in an open, respectful, honest and helpful manner with all team members, clients and other staff.

Duties:

  • Sells general insurance policies to the public by acting as the initial contact with the applicant. This can be either personal or commercial coverage.
  • Obtains all necessary information from the potential client as required in order to provide for an accurate quotation for coverage and premiums to cover the risk involved;
  • Responsible for placing the risk with an appropriate market, obtaining and assisting in the completion of the proper application for insurance; arranging and collecting the premium as per McDougall’s payment terms and forwarding the application to the insurance company to effect or complete the binding of insurance coverage in a timely manner.
  • Ensure an abeyance is in place, followed up within a reasonable time to confirm issuance and receipt of the policy, check for accuracy and send to the client;
  • Follow up with the client to ensure complete satisfaction and to finalize the sales process;
  • Remain in occasional contact both directly and indirectly with the client via other service team members (CSR) to maintain client’s ongoing satisfaction and to provide further products as required in order to build a long term client base and portfolio;
  • Responsible for ensuring the timely collection of accounts receivable and any other areas of concern on the portfolio.

Qualifications:

  • A valid RIBO or OTL licence is considered an asset.
  • Must have exceptional customer service skills.
  • Must be sales oriented and have a very good knowledge of the risk and insurance products involved.
  • Must demonstrate excellent interpersonal skills and the ability to deal with clients in stressful and contentious situations (e.g. collections, coverage after an incident, etc.)
  • Acts in a professional manner at all times and maintain a position of trust and confidentiality.
  • Acts in an open, respectful, honest and helpful manner with all team members, clients and other staff.

Our Commercial Lines division is seeking a Technical Service Representative(TSR)/Assistant to provide support to the transportation division. The transportation division is a fast-paced and exciting work environment. As a TSR, you will work alongside the Account Managers and Account Executives to deliver legendary services to our clients.

Duties:

  • Processing of the following as requested by the Account Manager:
  • Renewals;
  • Endorsements;
  • Liability Slips.
  • Invoicing;
  • Summaries;
  • Enclosure Letters;
  • Proposal Binders, etc.
  • Sorting and distributing of daily mail.
  • Filing of all active and inactive files.
  • Requesting MVR’s and Auto Plus records for Account Managers.
  • Assisting Account Managers with driver approvals including obtaining and verifying Letters of Experience.
  • Filing, updating and managing open claims on the computer system for claims status, amounts paid, updating client etc.
  • Setting up of new files for Account Managers and Account Executives for both the physical file and the customer base on the computer system in accordance with the workflow procedure manual.
  • Communicate with insurance company personnel as required.

Qualifications:

  • A RIBO license is not required, however, considered an asset. The successful candidate must be interested in obtaining their RIBO License.
  • Ability to work in a fast paced environment.
  • Be proactive and show initiative.
  • Acts in a professional manner at all times and maintain a position of trust and confidentiality.
  • Acts in an open, respectful, honest and helpful manner with all team members, clients and other staff.

Why Work with Us

Benefits

At McDougall Insurance we offer more than a career. We offer a competitive compensation package that includes financial benefits, health and wellness benefits, as well as learning and development opportunities.

Culture

We’re real people working for you. Our team treats others with dignity and respect and strives to approach every day with a positive attitude. We win as a team, and together we celebrate those wins.

Development

We support our employees development in our organization. There is compensation available for advancing your insurance education and accreditation.

Mission

We foster an environment of support, empowerment, and inclusion while investing in your future.

Diversity

Finding individuals who are passionate about their work is what we aim for. We have been very fortunate to organically find a diverse team by finding individuals who love helping people.

Environment

We know what you are thinking; insurance isn’t the most exciting industry. Well that is where you would be wrong! The environment at McDougall Insurance stems from the top down and is a very fun place to work.

Can’t Find A Role That Fits You?

We’d love to hear from you!

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