Broker Sales - Sales Representative

OTIP Group of Companies (OTIP, Orbit, Curo) • Waterloo, ON

2d • CA$52,454 - CA$72,099 • Hybrid

About The Position

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service.

Requirements

• Hold a valid Ontario Registered Insurance Brokers (RIBO) license.
• A minimum of three years’ customer service experience, preferably in personal lines, automobile and property insurance.
• Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
• Superior time management and organizational skills to handle competing priorities.
• Intermediate knowledge of Microsoft Office Suite applications.
• The ability to communicate in French is required.

Nice To Haves

• Preference given to candidates with experience using Epic, Salesforce and Company portals.

Responsibilities

• Tailoring interactions by utilizing emerging technology solutions including phone, chat, email, SMS and video conferencing.
• Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.
• Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated.
• Creating a trusting environment that fosters new sales opportunities and retention of existing business.
• Actively participating within the team unit and independently to continuously contribute to overall business improvement.
• Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.
• Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up.
• Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.

Benefits

• Rewarding bonuses that recognize your dedication.
• Best-in-class pension and benefits.
• Total reward programs.
• Comprehensive mental wellness support.
• Defined benefit pension plan for a financially confident retirement.
• 100% coverage of approved continuing education and licensing fees.
• Access to a wealth of learning resources, including LinkedIn Learning for professional development.
• Flexible work-from-home and hybrid options.
• Opportunities for advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed