Careers at McDougall Insurance

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 exceptional customer service skills.
• Must be willing and eligible to obtain a valid RIBO (Registered Insurance Broker of Ontario) license.
• 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.

Duties:
• Greeting and assisting walk in clients;
• Directing incoming calls;
• Using the customer database to identify the appropriate next steps to best assist the clients needs;
• Sorting and distributing incoming and outgoing mail;
• Preparing and sending material via courier;
• Receiving payments and applying them to the customer database;
• Responsible for daily office accounting, including daily bank deposits;
• Recording information in the financial reporting system;
• Maintain inventory levels and ordering stationary supplies.
Qualifications:
• Must have exceptional customer service and problem solving skills.
• Must have strong organizational skills and the ability to multitask.
• 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.
• Experience with Accounts Receivables, MS Word, MS Office, MS Excel.

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 commercial 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.