Join Duliban Insurance Brokers as a Technical Service Representative! Support our team by handling billing, client inquiries, calls, and office tasks.
At Duliban Insurance, our tenets of honesty, integrity and hard work inform everything we do – we are committed to delivering exceptional client service in every interaction by combining innovative technology with our deep community roots. As a proud local business with a big vision, we're always looking for passionate individuals to join our award-winning Dream Team and grow with us!
Primary Responsibilities
• Completion of Personal Lines and Farm and Commercial billing items
• Pathway requests & campaigns
• Transactions (cancellation, reinstatement, policy changes and reissue)
• Participate in a billing phone queue for direct billing inquiries and payments while answering non-licensed SSK/chat inquiries
• Update the Duliban Hub with billing information for each company
• Report on cancellations weekly (ex: identifying cancellations & reasons)
• Answer/greet and triage incoming phone calls and walk in clients to available insurance professionals across the company in various departments
• Manage callbacks for all departments according to their specific procedures
• Reconcile/close out batches including e-transfer summaries, cheques and debit payments received over 1-2 days
• Prepare mail and courier items as needed
• Enter leads into zoho generated from client calls, quote emails and monoline emails for sales teams
• Adherence to all company health and safety policies
• Perform all other related duties as assigned with a high level of integrity and professionalism
Required Skills & Qualifications
• Possesses proficiency in computers skills
• Works well within a team and independently, taking initiative to assist team members where needed
• Has excellent interpersonal and communication skills with strong customer service skills
• Interacts with patience, enthusiasm, dedication and professionalism
• Pays close attention to detail and multitasks with a high level of organization and accuracy
• Approaches learning and professional development with enthusiasm
• Ability to work full-time Monday through Friday, with rotating Saturday shifts
This is an on-site position and training will take place in Welland, Ontario.
The Company
Duliban Insurance Brokers, a division of the McDougall Insurance Group, is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln’s Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs.
As a valued Dream Team Member, you receive:
• Competitive compensation
• A benefit package including medical, dental and vision coverage
• A health spending account to use at your discretion
• RRSP and DPSP Plan
• Paid Personal Days
• Competitive vacation entitlement
• Paid time to volunteer in the community
• Training and development opportunities
Become a valued member of the Duliban Dream Team and work alongside dedicated, motivated individuals committed to the communities we serve. Come and join us!