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;
- 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 - RIBO license is required for the role.

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

📌 Receptionist/renewal Associate (Bancroft)
🏢 McDougall Insurance and Financial
📍 Bancroft