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Customer Service Broker, Marine Program

3 weeks ago


Barrie, Canada Orbit Insurance Services 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**:
As our** **Customer** **Service Broker in our Marine Program you will be responsible for working with clients to maintain insurance coverage for watercraft products. You will be responsible for identifying and addressing our customers’ needs, by providing expert advice and customized watercraft insurance. You will also be responsible for processing endorsements and cancellations and providing client-focused solutions to customers.

Reporting to the Marine Program Assistant Manager, you’ll be responsible for:

- Assist in managing large volumes of inbound and outbound calls.
- Identify and explain appropriate coverage to clients.
- Quote changes to existing watercraft policies, process endorsements and cancellations at the request of clients.
- File attachments and conversation notes in the appropriate location according to the workflow (paper files or electronically in Power Broker and other proprietary systems).
- Counsel clients on claims, report claims to the insurance company as required and follow up with the client.
- Assist with cross selling efforts of all lifestyle products and generating leads for home and auto insurance, Explorer RV Club etc

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

- Completion of secondary school.
- Registered Insurance Broker (Ontario) with a Service focus.
- Willing to get licensed Nationally (excluding Quebec).
- CAIB, CPIB, CIP, FCIP, CRM or other industry designations an asset.
- Working knowledge of Microsoft Word, Microsoft Outlook and Microsoft Excel.
- Familiarity with Power Broker or Epic is an asset.
- Proven experience offering client-focused solutions and building long-lasting relationships.
- Knowledge of the watercraft lifestyle product set is an asset, but not required.
- Excellent communication skills, written and verbal.

**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.
- 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._

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