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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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.
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.
We are seeking an Underwriting Assistant to join our Kingston, ON team who will be responsible for assisting our Lloyd’s underwriters with renewals, as well as with the issuing of new business policies and endorsements. As a Lloyds coverholder, we manage several Lloyds binding authorities for the property and casualty insurance business. We are seeking a candidate who is looking for an opportunity to work in a growth oriented environment, assisting with the below as requested by the Underwriters, with the opportunity to grow and develop their underwriting knowledge and skills.
Responsibilities
· Assist Underwriters with issuing new business and renewals including assessing exposures and hazards and applying appropriate terms and conditions to policy documents
· Assist Underwriters in issuing endorsements and policy cancellations
· Process policy transactions
· Verify documents for accuracy and maintain electronic underwriting files.
· Assist in developing and maintaining positive business relationships with brokers within McDougall Insurance Brokerage
Skills and requirements
· 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
· Sound knowledge of property and casualty insurance
· Ability to work effectively in a fast-paced environment
· Strong analytical and decision making skills
· Ability to work independently and at the same time be a strong team member
· Solid ability to work within Microsoft office environment – outlook, excel and word
· Must be willing to obtain and maintain a RIBO license – RIBO stands for the Registered Insurance Brokers of Ontario. RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers in the province of Ontario. To learn more please visit https://www.ribo.com/