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Insurance Sales Specialist

1 week ago


Ottawa, Ontario, Canada Ontario Teachers Insurance Plan Full time
Role Overview

This role offers the opportunity to leverage sales skills in a fast-paced environment, interacting with customers to understand their needs and provide tailored solutions.

We are seeking a highly motivated individual with exceptional communication skills to join our team as an Insurance Sales Specialist. The ideal candidate will be responsible for identifying customer needs, developing relationships, and selling insurance products effectively.

Key Responsibilities:

  • Tailor interactions by utilizing emerging technology solutions including phone, chat, email, SMS, and video conferencing.
  • Identify customer needs to build on existing products, develop contact plans, introduce new products and services, quote, and market personal insurance business.
  • Sell product by establishing contact and developing relationships with prospects, answering incoming communications, following up on expiry date cards, re-quoting prospects from previous years, and cancelled files, and contacting leads generated.
  • Create a trusting environment that fosters new sales opportunities and retention of existing business.
  • Actively participate within the team unit and independently to continuously contribute to overall business improvement.
  • Accurately process account changes, maintain complete customer documentation, prepare correspondence, and document files for follow-up.
  • Tackle complex insurance-related cases, creatively utilizing all available resources until full resolution is met.
Requirements

To succeed in this role, you will need:

Qualifications:

  • A RIBO license or willingness to obtain within the first 30 days of employment.
  • A minimum of two years' sales experience, preferably in personal lines, automobile, and property insurance.
  • Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
  • Superior time management and organizational skills to handle competing priorities.
  • Intermediate knowledge of Microsoft Office Suite applications. Preference given to candidates with experience using Epic, Salesforce, and Company portals.
  • General office environment (Remote) – must have a dedicated office work environment.
Benefits

We offer a comprehensive benefits package that includes:

Rewards and Recognition:

  • 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.

At [Company Name], we strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. We welcome diverse perspectives and believe in fostering a culture of equity and inclusion.