Personal Lines - Customer Service Representative

We are currently looking for a Customer Service Representative to join our growing Personal Lines team in Pembroke, Ontario!Do you have strong customer service skills? Are you looking for a rewarding new career? If so, this might be the right opportunity for you!*Duties:*

• To provide legendary 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 and communication skills.
• Acts in a professional manner at all times and maintains a position of trust and confidentiality.
• Acts in an open, respectful, honest and helpful manner with all team members, clients and other staff.
• Ability to work effectively in a fast-paced environment
• Must be willing and eligible to obtain 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

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.__If you need assistance or an accommodation, you may reach out to our Human Resources Department through our website:__ Type: Full-timePay: $40,000.00-$45,000.00 per yearBenefits:* Dental care* Paid time offSchedule:* Day shift* Monday to FridaySupplemental pay types:* Bonus payWork Location: In personApplication deadline: 2022-05-30