_McDougall Insurance is now the largest insurance brokerage in 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._

Our growing team is looking for a Receptionist/Customer Service Representative to join our team in Picton, Ontario!

Duties:

Greeting and assisting walk in clients;
Directing incoming calls;
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.
To provide legendary service directly to the client, after the sale by the Sales Executive.
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.
Ensure all transactions and renewals are accounted for and processed accurately and on a timely basis.
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.

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.
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

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:

Job Types: Full-time, Permanent

Pay: $38,000.00-$42,000.00 per year

Additional pay:
Bonus pay
Benefits:
Company events
Company pension
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
Tuition reimbursement
Vision care
Schedule:
Day shift

Work Location: In person