Ontario - Personal Lines - Sales - Sales Representative
About The Position
This role is for a Sales Representative in Personal Lines, focusing on sales within the Ontario region. The primary responsibility is to handle inbound calls from customers seeking quotes or looking to expand their insurance coverage. The representative will identify customer needs, recommend suitable insurance solutions, and provide accurate quotes. Key activities include introducing new products, explaining coverage options, ensuring a positive customer experience to build loyalty and drive business, actively seeking referrals to grow the sales pipeline, and identifying opportunities to deepen customer relationships. The role also involves creating a trusting environment for new sales and retention, contributing to business improvement, resolving customer inquiries efficiently, processing account changes, maintaining documentation, preparing correspondence, and documenting files in EPICTackling complex insurance cases. Keeping updated on underwriting guidelines and market changes is also essential. The position reports to the Senior Manager, Sales for the Ontario Region.
Requirements
- A RIBO license is required, or an OTL license with the expectation to obtain a RIBO license within 45 days of employment.
- A minimum of one year’s experience, in personal lines, automobile, property and marine 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.
- Ability to communicate verbally and in writing, in English and French.
Nice To Haves
- Experience using Epic, Applied Rating Services and Company portals.
Responsibilities
- Selling products by establishing contact and developing relationships with prospects.
- Responding promptly to telephone inquiries and written requests.
- Following-up on ex-dates, re-quoting prospects from previous years, cancelled files, contacting leads generated, and asking for referrals.
- Creating a trusting environment that fosters new sales opportunities and retention of existing business to increase sales potential.
- 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 in EPIC.
- Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.
- Keeping updated on company underwriting guidelines and changing markets.
- Performing other duties within competence, as assigned.
Benefits
- Defined benefit pension plan for a financially confident retirement
- 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
- Rewarding bonuses that recognize your dedication
- Comprehensive mental wellness support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
