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Sales Support

3 months ago

Toronto Ontario, Ontario, Canada Onlia x aha insurance Full time

Onlia x aha insurance’ mission: Bring clarity to Insurance


Onlia x aha insurance is an innovative omni-channel insurance offering that believes in changing the way Canadians experience insurance. Our mission is to bring clarity to insurance and simplify consumer’s relationship with their insurance provider. We believe in using technology to streamline the purchase process just as much as we believe in personable customer service over the phone. We’ve grown since launching in 2017, and we’re looking for professionals who want to improve the insurance experience as much as we do.


Southampton Group of Companies has recently acquired Onlia insurance and aha insurance. We're not just merging companies, we are fusing expertise, innovation,

and a relentless commitment to excellence. We are here to disrupt insurance in Canada and are building a team of heavy hitters to make that a reality. We work collaboratively in a fast-paced and agile environment. Every member of our team is empowered to take ownership of their role, and to assist in the build of a best-in-class experience for our customers.


The customer engagement team: the heart of the company


As part of the Customer Engagement Team, you will be working closely with all the other customer engagement sales & service brokers. Each customer inquiry is looked at as a chance to improve the experience for all our customers. Our goal is to answer all questions before our customers even knew they had them, to help instill complete confidence in our self-serve, digital insurance platform.

Reporting to the Customer Engagement Team Lead, you will work to drive a customer centric spirit by embedding the customer at the heart of everything we do across the team, all channels (phone, chat, email, social media, etc.) and championing that customer centric experience across all Onlia x aha insurance.


Key Accountabilities:


KA1 Issuing new business on company portals for SGI, Wawanesa, Aviva and Zenith. Average 200-300 a month – average time to issue a NB policy on company portals 15 – 20 minutes.


KA2 Push renewals for all carriers – SGI, Coachman, Wawanesa, Zenith, Aviva, Peel, Unica, Travelers, Forward, Premier Marine and any additional carriers added.


KA3 Issuing MTA’s in PAS for Service – Service completes MTA’s in company portals and then put a follow-up case to up-date information in PAS – distributed across all support.


KA4 Review and prioritize lead funnel – Connect with leads by phone and email to screen and prioritize. Determine viability and distribute vetted leads to sales broker based on pre-agreed scoring and framework.


KA5 Complete quote requests from Sales and Support in Compu Quote as needed.


KA6 Review policies that bound on-line – if ok, send for issuance, if concerns, send to sales to contact the client.


KA7 Assist with calling underwriting for sales, sending manual docs to client after policy is purchased.


KA8 Follow up with clients to obtain documents required for sales ie Ownership, BOS etc


KA9 Assist with outbound calling campaigns.


KA10 Responds to client requests and inquiries in a prompt and professional manner.


KA11 Ensure adherence to internal and external underwriting rules, regulations and procedures.


KA12 Performs other related duties as required.


Qualifications and competencies:


  • Excellent verbal and written communication skills.
  • Proficiency with computer applications and an efficient digital enabler.
  • High level of integrity and excellent work ethic.
  • Results oriented with a strong customer service focus.
  • Ability to work in fast-paced and challenging environment.
  • Ability to prioritize and manage conflicting demands.
  • Ability to work individually as well as part of a team with minimal supervision.


WORKING AT ONLIA x aha insurance


Our aim is to create a workforce that is diverse, promotes positivity, and demonstrates the values of equality, fairness, and respect in everything we do. We are dedicated to an antidiscrimination approach and provide equal opportunity for employment and advancement throughout Onlia x aha insurance regardless of gender, race, ethnicity, national origin, age, sexual orientation or identity, education, or disability. We respect and value diverse life experiences and cultures and ensure that all voices are valued and heard. Onlia x aha insurance welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.