Vaughan, On Financial representative Jobs – 469 Openings This Week

Commercial Lines Account Manager
McDougall Insurance and Financial —Markham, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Customer service
- Word processing
- Dental care
- Paid time off
Quick apply
Representative, CISS (6-month Contract)
Definity Financial Corporation —Toronto, ON
- $49,300–$82,100 a year
- Full-time
- Hybrid work
- English
- Bachelor's
- Data entry
Sales & Marketing Representatives | North York, ON
Puulse Marketing —North York, ON
- Full-time
- No experience needed
Quick apply
AVP, Central Actuarial & Finance
IVARI —Toronto, ON
- $165,000–$215,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's
- Team management
- Dental care
Quick apply
Regional Supervisor
Canaccord Genuity Corp. —Toronto, ON
- $95,000–$120,000 a year
- Full-time
- Microsoft Office
- Supervising experience
- Team management
Associate Sales Director
IVARI —Toronto, ON
- $66,500–$85,000 a year
- Full-time
- CRM software
- Customer service
- Business development
Quick apply
Senior Underwriter
IVARI —Toronto, ON
- $85,000–$110,000 a year
- Full-time
- Analysis skills
- Communication skills
- Dental care
Quick apply
Sales Representative (City Buick Chevrolet Cadillac GMC)
The Humberview Group —Toronto, ON
- $50,000–$75,000 a year
- Sales
- Customer service
- Presentation skills
- Dental care
- Employee assistance program
14d
Associate Sales Director
IVARI —Toronto, ON
- $66,500–$85,000 a year
- Full-time
- CRM software
- Customer service
- English
- Dental care
Quick apply
Outside Sales Representative – $225K–$300K+ Potential | Company Leads + Paid Training
Magic Windows & Doors —Toronto, ON
- $225,000–$300,000 a year
- Full-time
- CRM software
- Customer service
- Project management
- Work from home
- Flexible schedule
Quick apply
11d
Personal Lines Account Manager
McDougall Insurance and Financial —Richmond Hill, ON
- $50,000–$65,000 a year
- Full-time
- Customer service
- Word processing
- Data analysis skills
- Paid time off
Quick apply
Client Account Specialist (Inside Sales)
Hybrid Financial —Toronto, ON
- From $60,000 a year
- Full-time
- CRM software
- Customer service
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
2h
Actuarial Associate, Risk Management
IVARI —Toronto, ON
- $90,000–$125,000 a year
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's
- Dental care
Quick apply
Wireless Sales Representative (English & Mandarin/Cantonese speaking preferred)
The Mobile Shop —Newmarket, ON
- $50,000–$60,000 a year
- Weekends as needed
- Customer service
- English
- Store discount
- Dental care
Quick apply
7d
Manager Treasury
Canaccord Genuity Corp. —Toronto, ON
- $120,000–$130,000 a year
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
Concierge – Seasonal Advisor
Aritzia —Vaughan, ON
- $20–$30 an hour
- Part-time
- Hospitality
- Sales
- English
Financial Advisor
GT Wealth —Markham, ON
- From $100,000 a year
- Full-time
- Customer service
- Salesforce
- Financial services
Quick apply
Portfolio Manager
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Computer literacy
- Business development
- Bachelor's
- Dental care
Quick apply
VP, Corporate Actuarial
IVARI —Toronto, ON
- Full-time
- Bachelor's
- Accounting
- Mentoring
Quick apply
4d
Associate, Financial Planning (13 Month Contract)
Canaccord Genuity Corp. —Toronto, ON
- $60,000–$85,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Finance

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financial representative jobs near vaughan, on

Commercial Lines Account Manager

McDougall Insurance and Financial -
Markham, ON

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Job details

Permanent | Full-time
$60,000–$70,000 a year

Qualifications

Customer communication
Pricing
Insurance policy renewal processing
Customer retention
Case file maintenance
Sales
Customer service
Word processing
Spreadsheets
Key account management
Data analysis skills
Filing
RIBO License
English
Client relationship development
Windows
Analysis skills
Presentation skills
Decision making
Client services
Customer relationship management
Risk management
Customer service orientation
Data entry
Contracts
Customer support
Client consultation
Insurance sales
Account management
Communication skills
Client interaction

Full job description

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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Refine Your Search

financial representative jobs in vaughan, on

Commercial Lines Account Manager

Representative, CISS (6-month Contract)

Sales & Marketing Representatives | North York, ON

AVP, Central Actuarial & Finance

Regional Supervisor

Associate Sales Director

Senior Underwriter

Sales Representative (City Buick Chevrolet Cadillac GMC)

Associate Sales Director

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

Personal Lines Account Manager

Client Account Specialist (Inside Sales)

Actuarial Associate, Risk Management

Wireless Sales Representative (English & Mandarin/Cantonese speaking preferred)

Manager Treasury

Concierge – Seasonal Advisor

Financial Advisor

Portfolio Manager

VP, Corporate Actuarial

Associate, Financial Planning (13 Month Contract)

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