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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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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.

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.

Are you looking to start a new career? Do you have strong customer service skills? If so, this might be the perfect opportunity for you.

Duties:

  • Greeting and assisting walk in clients;
  • Directing incoming calls;
  • Using the customer database to identify the appropriate next steps to best assist the client’s needs;
  • Sorting and distributing incoming and outgoing mail;
  • Preparing and sending material via courier;
  • Receiving payments and applying them to the customer database;
  • 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.

The Accounting Clerk will report to the Controller, and work closely with the Accounting team.

Responsibilities:

  • Daily payment processing to our vendors via cheque or online banking for multiple McDougall Insurance branches
  • Accurate review and coding of daily bills between departments
  • Maintenance and processing of pre-authorized payments
  • Maintenance and processing of monthly recurring cheque payments
  • Ensuring compliance with policies and procedures for payables processing including proper authorizations
  • Addressing and responding to vendor inquiries and discrepancies to maintain vendor relations
  • Providing back up for receivables functions when required
  • Assistance with accounting department functions, projects and reconciliations as needed

Qualifications:

  • College diploma in accounting or administration, or equivalent experience
  • Working knowledge of accounting software is considered an asset, including Quickbooks, Sage50, etc.
  • Demonstrated proficiency in Excel
  • High degree of attention to detail and accuracy
  • Ability to work independently
  • Strong time management and organization skills
Can’t Find A Role That Fits You?

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