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Receptionist/Renewal Associate

McDougall Insurance and Financial -
Bancroft, ON

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Détails du poste

Permanent | Temps plein
De 42 000 $ à 52 000 $ par an
Il y a 12 jours

Profil recherché

Microsoft Word
Google Suite
Service à la clientèle
Licence RIBO
Anglais

Description complète du poste

Our growing team is looking for a Receptionist/Renewal Associate to join our team in Bancroft, Ontario!

Are you looking to start a new career? Do you have strong customer service skills? If so, this might be the perfect opportunity for you.

Our office is proud to be a long standing member of the Bancroft community.

Duties:
Receptionist:

· Greeting and assisting walk in clients;

· Directing incoming calls;

· Using the customer database to identify the appropriate next steps to best assist the client’s needs;

· Sorting and distributing incoming and outgoing mail;

· Preparing and sending material via courier;

· Receiving payments and applying them to the customer database;

· Recording information in the financial reporting system;

· Function as part of a team responsible for customer service, assisting in the collection of accounts receivable and in any other area as required;

· Maintain inventory levels and ordering stationary supplies.

Renewal Associate:

· Reviewing daily download reports to identify which policies require quoting

· Communicating with individual Account Managers with options available

· Confirming technology platforms have communicated the renewal and the required recommendations to the client properly

· Managing the renewal list for assigned Account Managers

· Detailed documentation of customer files

· Communicating with clients regarding questions and potential recommendations for coverage changes as part of the renewal process, including the completion of updated ITV assessments for property renewals

· Communicatingwith clients to obtain clarification or additional information requested by carriers, such as updated driver details, vehicle information, or home data, to facilitate the completion of renewal terms

· Provide backup to other departments and support regional initiatives, including Reception, as required

· Adhere to all system procedures and insurance company regulations

· Other duties and special projects, as required

Qualifications:

· Must have exceptional customer service skills.

· Must be customer service 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.

· A valid RIBO or OTL license is considered an asset or must to obtain.

#LP

Job Types: Full-time, Permanent

Pay: $42,000.00-$52,000.00 per year

Benefits:

Dental care
Paid time off

Work Location: In person

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Receptionist/Renewal Associate

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : receptionist (bancroft, on)

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