McDougall Insurance and Financial Looking for Administrative Assistant at Barry’s Bay, ON Full Time

We are currently looking for an Administrative Assistant to join our growing Personal Lines team in Barry’s Bay, 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!

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.

Duties:

• Greet and assist all clients in a friendly and welcoming manner.
• Receiving payments and applying them to the customer database.
• Sorting and distributing incoming and outgoing mail and courier.
• To provide legendary service directly to the client, after the sale by the Sales Executive.
• 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 be willing to obtain a RIBO license.
• Must have exceptional customer service skills.
• Must be sales oriented and have a working knowledge of the risk and insurance products involved.
• 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.

Job Types: Full-time, Permanent

Benefits:

• Dental care
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: One location

Application deadline: 2022-05-30