Company Description

McDougall Insurance & Financial is a trusted insurance brokerage providing a wide range of Insurance and Financial Services solutions to diverse clients. With a legacy of service since 1946, the company is known for its community focus and commitment to personalized coverage options. Backed by a team of experienced and reliable specialists, McDougall Insurance prioritizes delivering the right protection at the right price.

Their deep-rooted presence in the community underscores their commitment to serving individuals and businesses effectively.

Role Description

This is a full time, on-site Account Executive role located in Parry Sound, ON.

The Account

Executive will be responsible for building and maintaining client relationships, identifying and presenting tailored insurance solutions, and managing accounts to ensure client satisfaction. Daily tasks include assessing clients' insurance needs, preparing quotes, negotiating terms with providers, and providing excellent customer service.



The role also involves collaborating with team members to achieve business objectives and staying updated on industry trends.

Qualifications
Experience in client relationship management, customer service, and account management
Knowledge of insurance products, market trends, and financial services
Strong communication, negotiation, and presentation skills
Proficiency in organizational and time management, with the ability to prioritize multiple tasks effectively
Ability to work collaboratively within a team-oriented environment
Qualified demeanor with a focus on delivering exceptional service to clients
RIBO license and/or experience in insurance sales is an asset
Experience with insurance management or CRM software is an advantage
A post-secondary qualification in Business, Finance, or a related field is preferred

📌 Account Executive Central Ontario
🏢 Socket.dev
📍 Central Ontario