20 meilleures offres (financial representative, ontario) (à pourvoir)

Commercial Lines Account Manager
McDougall Insurance and Financial —Markham, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Traitement de texte
- Assurance Dentaire
- Congés payés
Postuler rapidement
Clinical Specialist – Respiratory Therapist - Sales Representative
Southmedic Inc. —Barrie, ON
- De 100 000 $ à 125 000 $ par an
- Finance
- Développement commercial
- Baccalauréat
- Indemnité kilométrique
- Assurance Dentaire
Postuler rapidement
Sales Manager - Brampton Retirement Residence
LEV Senior Living —Brampton, ON
- Fins de semaine au besoin
- Logiciels de GRC/CRM
- Hospitalité
- Service à la clientèle
Sales Representative
Jim Thompson Chrysler —Kingston, ON
- De 70 000 $ à 115 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Assurance Dentaire
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il y a 5 jours
AVP, Central Actuarial & Finance
IVARI —Toronto, ON
- De 165 000 $ à 215 000 $ par an
- Temps plein
- Travail hybride
- Esprit d'analyse
- Baccalauréat
- Gestion d'équipe
- Assurance Dentaire
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Representative, CISS (6-month Contract)
Definity Financial Corporation —Toronto, ON
- De 49 300 $ à 82 100 $ par an
- Temps plein
- Travail hybride
- Anglais
- Baccalauréat
- Saisie de données
Insurance Account Manager, Small Market Commercial
NFP Corp —Greater Sudbury, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
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Registered Representative
Guided Wealth Management —Oakville, ON
- De 65 000 $ à 80 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Services financiers
- En présentiel
- Assurance Dentaire
- Assurance Vision
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il y a 10 jours
Wireless Sales Representative
The Mobile Shop —Alliston, ON
- De 50 000 $ à 60 000 $ par an
- Fins de semaine au besoin
- Service à la clientèle
- Caisse
- Manipulation d'argent
- Réductions Tarifaires
- Assurance Dentaire
il y a 9 jours
Sales Representative (Applewood Chevrolet Buick GMC)
The Humberview Group —Mississauga, ON
- De 65 000 $ à 100 000 $ par an
- Fins de semaine au besoin
- Vente
- Service à la clientèle
- Conduite de véhicule
- Assurance Dentaire
- Programme d'Aide aux Employés
Wireless Sales Representative
The Mobile Shop —Bradford, ON
- De 50 000 $ à 60 000 $ par an
- Fins de semaine au besoin
- Service à la clientèle
- Réductions Tarifaires
- Assurance Dentaire
il y a 9 jours
INSURANCE ACCOUNT MANAGER - SPANISH SPEAKING PREFERRED
Tullo Insurance and Financial Services Inc., Agent for Desjardins Insurance / www.nandotullo.com —Toronto, ON
- De 50 000 $ à 70 000 $ par an
- Temps plein
- Espagnol
- Anglais
- Compétences en communication
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 12 jours
B2B Sales Representative
Urban Hearth —Perth, ON
- De 80 000 $ à 120 000 $ par an
- Temps plein
- Travail hybride
- Logiciels de GRC/CRM
- Google Suite
- Marketing
- Indemnité kilométrique
- Assurance Dentaire
Postuler rapidement
Sales & Marketing Representatives | Sudbury
Puulse Marketing —Greater Sudbury, ON
- Temps plein
- Pas d'expérience requise
Postuler rapidement
Regional Supervisor
Canaccord Genuity Corp. —Toronto, ON
- De 95 000 $ à 120 000 $ par an
- Temps plein
- Microsoft Office
- Expérience en supervision
- Gestion d'équipe
Financial Service Representative
easyfinancial —Newmarket, ON
- De 19 $ à 20 $ de l’heure
- Temps plein
- Service à la clientèle
- Services financiers
- Négociation
Postuler rapidement
il y a 11 jours
Sales & Marketing Representatives | $1000 New Hire Bonus | Ottawa
Puulse Marketing —Ottawa, ON
- Temps plein
- Pas d'expérience requise
Postuler rapidement
Sales & Marketing Representatives | North York, ON
Puulse Marketing —North York, ON
- Temps plein
- Pas d'expérience requise
Postuler rapidement
Outside Sales Representative – $225K–$300K+ Potential | Company Leads + Paid Training
Magic Windows & Doors —Ottawa, ON
- De 225 000 $ à 300 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Service à la clientèle
- Gestion de projet
- Travail à domicile
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 11 jours
Sales & Marketing Representatives | Sault Ste. Marie
Puulse Marketing —Sault-Sainte-Marie, ON
- Temps plein
- Pas d'expérience requise
Postuler rapidement

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Commercial Lines Account Manager

McDougall Insurance and Financial -
Markham, ON

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Détails du poste

Permanent | Temps plein
De 60 000 $ à 70 000 $ par an

Profil recherché

Communication avec la clientèle
Tarification
Traitement des renouvellements de polices d'assurance
Fidélisation de la clientèle
Tenue des dossiers
Vente
Service à la clientèle
Traitement de texte
Tableurs
Gestion des comptes clés
Analyse de données
Classement
Licence RIBO
Anglais
Développement des relations avec la clientèle
Windows
Esprit d'analyse
Capacités de présentation
Prise de décisions
Service à la clientèle
Gestion de la relation client
Gestion des risques
Orientation axée sur le service à la clientèle
Saisie de données
Contrats
Soutien à la clientèle
Consultation auprès de la clientèle
Vente d'assurance
Gestion des comptes
Compétences en communication
Interaction avec les clients

Description complète du poste

This branch is located in Markham, Ontario, as Cornell Insurance. Cornell Insurance is a division 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 Commercial Lines team in Markham, 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 clients and producer(s) 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 and email communication 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 minimum 5 years experience
· 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, Policyworks, Compu Quote (ARS), Windows, Insurance Company Portals.
· Demonstrate commitment to ongoing professional and technical development.

#HP

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/

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/

Job Types: Full-time, Permanent

Pay: $60,000.00-$70,000.00 per year

Benefits:

Casual dress
Dental care
Extended health care
On-site parking
Paid time off
RRSP match

Work Location: Hybrid remote in Markham, ON L3R 0C8

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Affinez votre recherche

financial representative emplois - ontario

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Sales & Marketing Representatives | Sudbury

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Sales & Marketing Representatives | $1000 New Hire Bonus | Ottawa

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Outside Sales Representative – $225K–$300K+ Potential | Company Leads + Paid Training

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial representative (ontario)

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