Sales & Service Administration Representative, Shared Services (Ontario)
About The Position
The OTIP Group of Companies (OGC) is seeking a Sales & Service Administration Representative for their Shared Services team. This role is responsible for representing Orbit's professional image through exceptional client service and administrative support. The representative will provide administrative assistance to management, Sales and Service Representatives, and clients, aiming to enhance the organization's overall effectiveness and efficiency. The company emphasizes putting people at the center of everything they do and is looking for individuals who want to contribute to a future that reimagines benefits support and service.
Requirements
- Excellent verbal and written communication skills, with the ability to interact professionally with clients, colleagues, and external partners.
- Strong organizational and time management skills, with the ability to effectively manage multiple priorities and deadlines.
- Intermediate proficiency in Microsoft Office Suite applications, including Outlook, Word, and Excel.
Nice To Haves
- Experience working with Applied Epic is considered an asset.
- Knowledge of insurance carrier portals and online systems is considered an asset.
- Previous experience in an insurance brokerage or administrative support environment is considered an asset.
Responsibilities
- Process daily correspondence, including reviewing, sorting, scanning, and routing incoming documents.
- Provide support to clients with payment processing, documentation requests, and general inquiries via the administrative phone skill.
- Assist clients with navigating the Orbit Client Portal and accessing self-service features.
- Manage and triage the regional shared email inbox by sorting, distributing, and responding to broker support requests.
- Initiate communication with clients, brokers, carriers, and other third parties regarding incoming correspondence when required.
- Process and transact new policies in the Applied Epic Broker Management System (BMS) for carriers whose policies do not download automatically, ensuring accuracy and timely documentation.
- Deliver exceptional customer service by adhering to service standards and maintaining strict confidentiality.
- Respond to verbal and written inquiries from clients, providing accurate information and timely resolutions.
- Review and respond to client and third-party requests, including contacting clients and external partners for additional information.
- Review new business applications for completeness and accuracy, enter policy information, and document follow-up activities.
- Audit and update policy information within the broker management system to ensure data integrity.
- Process policy changes, including billing adjustments, directly through carrier online systems, ensuring compliance with underwriting and binding requirements.
- Process policy cancellations and reinstatements as requested.
- Maintain strict confidentiality of client, employee, and organizational information.
- Perform additional administrative and support duties as assigned.
Benefits
- Defined benefit pension plan
- 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
- Rewarding bonuses
- Comprehensive mental wellness support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
