ROC Partnership - Sales - Sales Representative

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

1d•Hybrid

About The Position

The OTIP Group of Companies (OGC) is seeking a Sales Representative to join their ROC Partnership team. OGC believes in valuing employees, supporting them as individuals, and fostering an inclusive environment where they can bring their best work. This role is part of a future that reimagines delivering meaningful benefits support and service.

Requirements

RIBO license
A minimum of three years’ 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.
Excellent problem solving skills and ability to handle customer issues in a pleasant and positive manner.
Superior time management and organizational skills to handle competing priorities.
Intermediate knowledge of Microsoft Office Suite applications.

Nice To Haves

Experience using Epic, Salesforce and Company portals.

Responsibilities

Identifying customer needs to build on existing products, including 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.
Maintains a current TAM base and promptly follows up on all client communications.
Maintains accurate logs of quotes completed, sales completed, days worked and any other measurements pertaining to monthly reporting requirements.
Keeps updated on company underwriting guidelines and changing markets.
Performs other duties as required.

Benefits

Best-in-class pension and benefits
Total reward programs
Comprehensive mental wellness supports
Rewarding salary and bonuses
Industry-leading group benefits with 100% premium coverage (excluding LTD) that start on your first day
Defined benefit pension plan
100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
Access to a wealth of learning resources, including LinkedIn Learning for professional development
Flexible work-from-home and hybrid options
Opportunities for advancement