This branch is located in Richmond Hill, Ontario, as Tailored Insurance Services. Tailored Insurance is a partner of McDougall Insurance and Financial.
McDougall Insurance is now one of Canada's largest insurance brokerages. 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.
We are currently looking for a Customer Service Representative to join our growing Personal Lines team in Richmond Hill, 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:
· Establish strategic relationship with designated producer to ensure a high level of service and strong working relationship. Maintain a professional relationship to enhance understanding of targeted markets and contribute to quality service, problem solving, and risk selection.
· Ensure all company procedures are handled with extreme care. Process all renewals and correspondence diligently and professionally. Ensure all binders, renewals and documentation is processed in a timely manner.
· Maintain customer files by documenting our Broker Management System efficiently
· Receive and return phone calls from customers and underwriters.
· Demonstrate the ability to deal with customers face to face. Answer questions, resolve problems and create solutions.
· Be accountable and become familiar with customers.
· Working independently with underwriters and establish good rapport and respect for one another. It is important to engage them if there is a strong business case.
· Assist in ensuring quality risk selection and pricing to maximize brokerage profitability and increase retention.
· Ensure endorsements, renewals, reissues, and cancellations are reviewed and analyzed in accordance with corporate standards and guidelines .
· Consult with senior staff regarding unique or unusual risks to minimize adverse risk selection and maintain the quality and profitability of the portfolio.
· Provide quality customer service to assigned producers including clarification of coverage, wordings, and claims history.
· Complete data entry to ensure timeliness of transaction processing concerning policy and customer information.
· Understand and adhere to service standards in accordance with company guidelines.
· Participate in the development of business plans to contribute to corporate objectives.
· Monitor trends and developments, identifying areas of concern regarding loss ratios, risk trends, or other discrepancies.
· Develop and maintain working knowledge of all brokerage supported software.
· Develop and maintain a knowledge and understanding of company operations and procedures, including demographic, economic, and social characteristics to increase market share.
· Maintain knowledge of industry trends, developments, and regulatory changes.
· Portal changes as required by various companies
· Other duties as assigned
Skill / Behaviour Requirements:
· Demonstrated proficiency at managing multiple and changing priorities/projects, and delivering results.
· Building long lasting relationships with customers is critical to our success.
· Able to work with long-term perspective in addressing broker or business area problems/issues.
· Ability to focus on the customer and their needs, ensuring a high quality of service is provided.
· Demonstrate commitment to high standards of performance and aggressive goals.
· Demonstrate excellent verbal and written communication skills.
· Demonstrate presentation skills and the ability to sufficiently summarize, recommend and implement coverages.
· Ability to foster and build good working relationships with customers and insurers inside and outside the work unit.
· Demonstrated proficiency and resourcefulness in identifying and analyzing relevant data and defining critical issues and alternatives.
· Strong analytical and decision making skills.
Experience / Knowledge / Educational Requirements:
· RIBO licensed with 3-5 years experience considered an asset
· Knowledge of brokerage underwriting philosophy, policy contracts, rating programs, risk information sources, underwriting/technical manual information and computer workflow procedures.
· Working knowledge of Claims, Risk Management, Premium Accounting.
· Working knowledge of Word Processing, Spreadsheet and Database packages.
· Knowledge of EPIC, Compu Quote (ARS), Windows, Powerbroker, Applied Rating Services, Insurance Company Portals.
· Demonstrate commitment to ongoing professional and technical development.
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/
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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:
https://www.mcdougallinsurance.com/contact/
**This posting is to fill an existing opening
Job Types: Full-time, Permanent
Pay: $50,000.00-$65,000.00 per year
Benefits:
- Casual dress
- On-site parking
- Paid time off
Work Location: In person
