Personal Lines Broker Service

3 months ago

Waterloo, Canada FamGuard Group of Companies Full time
p>

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 very fabric of the organization: they bring their best to work every day. p>Job Description

What You’ll Do:

Reporting to the Sales & Service Assistant Manager, The core parts of your role will be to: 

  • Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.
  • 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.
  • Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up.
  • 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.
    • An AIC/RIBO license, or willing to obtain within the first 60 days of employment.
    • 3 days in office for the first 6 months
    • Other national licensing is considered an asset.
    • A minimum of three years’ experience, preferably in personal lines, automobile and property insurance.
    • Intermediate knowledge of Microsoft Office Suite applications. Preference given to candidates with experience using Epic, Salesforce and Company portals.Additional Information

      Some of the Perks We Offer:

      We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness supports to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here:

      • Rewarding salary and bonuses that truly value your dedication
      • Industry-leading group benefits with 100% premium coverage (excluding LTD) that start on your first day
      • 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
      • Unlock your potential with opportunities for advancement

      Let’s work together If you are interested in this opportunity, please apply online.

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