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Job Post Details

Account Manager - Personal Lines Insurance - job post

McDougall Insurance and Financial
3.7 out of 5 stars
84 Centrepointe Dr Ste 2, Nepean, ON K2G 6B1
$50,000–$65,000 a year - Permanent, Full-time

Job details

Pay

  • $50,000–$65,000 a year

Job type

  • Permanent
  • Full-time

Location

84 Centrepointe Dr Ste 2, Nepean, ON K2G 6B1

Benefits

Pulled from the full job description

  • Tuition reimbursement
  • Paid time off
  • Vision care
  • Dental care
  • Life insurance
  • Employee assistance program
  • Disability insurance

Full job description

About Us:

McDougall Insurance is now the largest insurance brokerage in Eastern Ontario. We represent over 50 insurance companies, giving us the ability to offer optimal selection and competitive rates. Here at McDougall 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. In turn, our employees promise to treat others with dignity and respect and strive to approach each day with a positive attitude and willingness to learn. Together, we promise to deliver Legendary Service to our customers and apply the McDougall principals of Trust, Honesty and Integrity with a goal of building strong lasting relationships. The result is our staff is engaged, accountable and professional.

At McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks.

Position Summary:

We are looking for an Account Manager - Personal Lines to join our team in Ottawa, Ontario! This Account Manager will be responsible for prospecting, soliciting, quoting, and procuring new business while servicing a book of business.

Duties:

  • Provide total service to assigned clients on renewal and throughout the policy period; handle questions and general inquiries, recommend and provide increased limits or coverage.
  • Responsible for all changes and incoming inquiries regarding assigned clients.
  • Responsible for the quality and timeliness of all policy documentation processing; new business, renewals, endorsements, cancellations, etc.
  • Record and process various claims transactions.
  • Responsible for accounts receivable for assigned clients, adhering to corporate accounts receivable procedures.
  • Prospect, solicit and place coverage for clients new to McDougall Insurance Group, in order to meet New Business goals established on an annual basis.
  • Responsible for placing coverage with the appropriate market, completion of the documentation required, and arranging payment in alignment with corporate policy.
  • Gather and document relevant information to ensure client receives the appropriate coverage and service.
  • Keep abreast of markets, new products, pricing, and opportunities.
  • Adhere to all system procedures and insurance company regulations.

Qualifications:

  • Must have exceptional sales and 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
  • Must be willing and eligible to obtain a RIBO license

We consider candidates with varying levels of experience. Compensation will be aligned with individual qualifications, skills, and prior experience.

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/

What We Offer:

  • Dedication to investing in our employees’ future by offering RIBO, CAIB, and other designation education reimbursement
  • A supportive and inclusive culture where diversity is valued
  • A competitive employee health and dental benefits program including long term disability
  • A competitive pension plan
  • Paid vacation time
  • Access to ongoing training and development through our McDougall training team

McDougall Insurance and Financial is proud to be an equal opportunity employer. We aim to find individuals who are passionate about their work and treat others with dignity and respect. All employment is decided on the basis of qualifications, merit and business need. Technology allows us to connect in new and different ways but we are an organization driven by real people and real connections. When you apply for a position, you can guarantee all resumes and applications are reviewed by a real human being.

If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website:

https://www.mcdougallinsurance.com/contact/

This job posting is for an existing vacancy within the organization.

#HP

Job Types: Full-time, Permanent

Pay: $50,000.00-$65,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Dental care
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care

Work Location: In person

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