Sales and Service Administration Representative

7 months ago


Ottawa, Canada Orbit 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 why is easy. 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 very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our 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 **_Senior Manager, Hole-in-One and Prize Indemnity Program_**, you’ll**_ _**be** **responsible for providing information and administrative support to the Lifestyle Sales and Service department. This involves resolving customer issues, enhancing the departments’ customer service effectiveness and providing administrative assistance to the Brokers and Managers.

The core parts of your role will be to:

- Processes daily correspondences, which include reviewing, sorting, completing and routing incoming department correspondence. Initiates communications, as required.
- Reviews and responds accordingly to customer and third-party requests. This includes, but is not limited to, contacting clients and third parties for additional information, assisting with walk-in clientele and returning messages.
- Initiates communications and follow up requirements to clients and appropriate parties to request or verify information as required. This includes following established department procedures.
- Audits and updates policy information in the broker management system to ensure accuracy of data and policies.
- Completes administrative requests, which includes assembling information and documents, sending documents to clients, preparing client or prospect letters, and/or making changes to policies.
- Responds to telephone inquiries and written requests. This includes answering general account inquiries, processing billing changes directly on the carrier’s online system, and assessing risk according to binding requirements and client payment history.
- Processes policy cancellations and reinstatements as requested by clients and underwriters.
- Completes invoicing functions and manually transacts invoicing for specific carriers.
- Manages agency bill policies for specific carriers, sending pre-bill letters and ensuring that payment is collected and that documents are issued in a timely manner.
- Provides quality service while adhering to customer service standards and keeps information confidential to protect operations.
- Performs other duties within competence, as assigned.

**Qualifications**:
**Let’s Talk About You**:

- A secondary school diploma.
- RIBO license or willingness to obtain it in the future.
- A minimum of one year’s experience in an office environment.
- A minimum of one year’s experience in the insurance industry or a related field.
- Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
- Superior time management, project management and organizational skills to manage competing priorities.

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)
- Flexible work-from-home and hybrid options
- Unlock your potential with opportunities for advancement
- OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities._
- As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique._

LI-Hybrid



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