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Personal Lines Sales Broker

3 months ago

Edmonton, Alberta, Canada OTIP RAEO Full time

Company Description

Who We Are

With every job, there's always the question of "why". Why join a company? Why be part of their mission? Here, the answer is simple. It's because at some point, we've all needed someone there for us.

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 fabric of the organization: they bring their best to work every day. That's why we genuinely put our people at the center of everything we do. Join us as we pave the way into a future that reimagines what it means to deliver meaningful benefits support and service.

Job Description

What You'll Do:

Reporting to the Sales & Service Assistant Manager,

The core responsibilities of your role include:

  • Identifying customer needs and enhancing existing products by developing contact plans, introducing new products and services, and marketing personal insurance business.
  • Selling products by establishing contact, building relationships with prospects, answering incoming communications, following up on expiry date cards, re-quoting prospects from previous years and canceled files, and contacting generated leads.
  • Cultivating a trustworthy environment that fosters new sales opportunities and maintains existing business.
  • Actively engaging within the team and autonomously contributing to overall business enhancement.
  • Owning and resolving all customer inquiries proficiently while minimizing customer effort.
  • Accurately processing account changes, maintaining thorough customer documentation, preparing correspondence, and documenting files for follow-up.
  • Tackling complex insurance-related issues by creatively utilizing available resources until a resolution is achieved.
  • Maintaining an updated TAM base and promptly following up on all client communications.
  • Keeping accurate logs of completed quotes, sales, days worked, and other relevant metrics for monthly reporting.
  • Staying informed on company underwriting guidelines and market changes.
  • Performing other necessary duties as assigned.

Qualifications

Let's Talk About You:

This ideal candidate possesses:

  • A RIBO.
  • Other national licensing is deemed advantageous.
  • One to three years' experience, preferably in personal lines, auto, and property insurance.
  • Exceptional communication skills with the ability to interact effectively with all levels of stakeholders.
  • Strong problem-solving skills and the capability to handle customer issues positively.
  • Excellent time management and organizational skills to manage competing priorities.
  • Intermediate knowledge of Microsoft Office Suite applications. Preference is given to those with experience using Epic, Salesforce, and the Company portals.

We also assess your potential. If you believe you have what it takes for the job, even if your experience doesn't precisely match the qualifications listed above, we encourage you to apply and elaborate on why you'd be an excellent fit.

Additional Information

Some of the Perks We Offer:

We provide top-notch benefits and pension plans, comprehensive mental wellness support, and total reward programs to prepare you for success at and away from work. Here are some reasons you'll enjoy working here:

  • Generous salary and bonuses that genuinely appreciate your hard work
  • Leading group benefits with full premium coverage (excluding LTD) starting on day one
  • Defined benefit pension for a secure retirement
  • Full coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
  • Access to various learning resources, including LinkedIn Learning for professional growth
  • Flexible work-from-home and hybrid options
  • Opportunities for career advancement to unlock your potential

Let's collaborate. If this opportunity interests you, please apply through the designated online portal.

OTIP and its group of companies are committed to fostering an inclusive and accessible work environment where everyone is treated with respect. Upon request, we will strive to eliminate any barriers during the recruitment process and provide accommodations for individuals with disabilities.

As a company, we safeguard what is most important to our members. As an employer, we cherish the values crucial to our workplace. Together, this includes promoting a diverse, equitable, and inclusive atmosphere for all. We are devoted to learning and growing to continue embracing our uniqueness. You are valued for who you are, and our diversity is our strength.

We are an equal opportunity employer and welcome applications from all qualified candidates.