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Personal Insurance Sales Consultant

3 months ago

Edmonton, Alberta, Canada Ontario Teachers Insurance Plan Full time

In every profession, there lies a fundamental question: "Why choose this company?" At Ontario Teachers Insurance Plan, the answer is straightforward. We understand the importance of having someone to rely on during critical moments.

At our organization, we recognize that when employees feel appreciated for their contributions, supported as individuals, and woven into the very essence of the company, they bring their utmost effort to work each day. This is why we genuinely prioritize our people in all that we do. Join us as we embark on a journey to redefine the delivery of impactful benefits support and service.

Job Overview

Your Responsibilities:

Reporting to the Sales & Service Assistant Manager , your primary responsibilities will include:

- Assessing client needs to enhance existing offerings, which involves creating outreach strategies, introducing innovative products and services, and providing quotes for personal insurance.

- Promoting products by establishing connections and nurturing relationships with potential clients, responding to incoming inquiries, following up on expiration notifications, re-quoting previous prospects, and reaching out to generated leads.

- Fostering a trustworthy atmosphere that encourages new sales opportunities and the retention of current clients.

- Actively engaging with your team and independently contributing to overall business enhancements.

- Taking ownership of customer inquiries and ensuring minimal effort is required from the client.

- Accurately managing account modifications, maintaining thorough customer records, preparing correspondence, and documenting follow-up actions.

- Addressing complex insurance-related issues by creatively utilizing all available resources until resolution is achieved.

- Keeping an updated TAM database and promptly responding to all client communications.

- Maintaining precise logs of completed quotes, sales, workdays, and other metrics for monthly reporting.

- Staying informed about company underwriting standards and evolving market conditions.

- Performing additional duties as needed.

Qualifications

About You:

We are looking for a unique combination of skills and experience in our ideal candidate:

- A RIBO license.

- Additional national licensing is a plus.

- A minimum of one to three years of experience, ideally in personal lines, automobile, and property insurance.

- Outstanding communication abilities and a proven track record of effectively engaging with all levels of internal and external stakeholders.

- Excellent problem-solving skills and the capacity to address customer concerns in a friendly and constructive manner.

- Strong time management and organizational skills to juggle competing priorities.

- Intermediate proficiency in Microsoft Office Suite applications. Preference will be given to candidates with experience in Epic, Salesforce, and company portals.

We also value your potential. If you believe you possess the necessary qualities for this role, even if your experience does not perfectly align with the qualifications listed, we encourage you to apply and share why you would be an excellent fit.

Additional Information

Benefits We Provide:

We offer competitive compensation and benefits, comprehensive reward programs, and extensive mental wellness support to ensure your success both in and out of the workplace. Here are just a few reasons to consider joining us:

  • Competitive salary and bonuses that reflect your commitment.
  • Industry-leading group benefits with full premium coverage that begins on your first day.
  • Defined benefit pension plan for a secure retirement.
  • Complete coverage of approved continuing education and licensing fees.
  • Access to a wide range of learning resources, including LinkedIn Learning for professional growth.
  • Flexible work-from-home and hybrid arrangements.
  • Opportunities for career advancement.

Join Us If you are interested in this opportunity, please submit your application online.

Ontario Teachers Insurance Plan is committed to creating an accessible and inclusive work environment where everyone is treated with respect and dignity. We will strive to remove any barriers to the recruitment and selection processes and provide accommodations for individuals with disabilities upon request.

As an organization, we protect what matters most to our members. As an employer, we value what matters most in our workplace. This includes fostering a diverse, equitable, and inclusive environment for all. We are dedicated to learning and evolving to celebrate what makes us unique.

We are an equal opportunity employer and encourage applications from all qualified individuals. We appreciate the interest of all applicants; however, only those selected for an interview will be contacted.