Sales & Service Administration Representative

Company Description

OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our Broker Shared Services team is currently looking for a:
**Sales & Service Administration Representative**

**Job Description**:

- 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 members and third parties for additional information, assisting with walk-in clientele and returning messages.
- Initiates communications and follow up requirements to members and appropriate parties to request or verify information as required. This includes following established department procedures.
- Audits and updates policy information on the broker management system to ensure accuracy of data and policies.
- Completes administrative requests, which includes assembling information and documents, sending documents to members, preparing member or prospect letters, and/or making changes to policies.
- Acts as a liaison between members and Brokers. Establishes contact and develops relationships with education affiliate prospects and members. Answers incoming telephone calls using the Automatic Call Distributor (ACD). Pre-qualifies risks, obtains necessary information to finalize sales, follows up on expiry dates, screens and follows up on leads generated from marketing campaigns. Processes and distributes online quotes as the primary Lead Coordinator.
- Responds to telephone inquiries and written requests from both internal and external stakeholders. 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 members and underwriters.
- Provides quality service while adhering to customer service standards and keeps information confidential to protect operations.

**Qualifications**:

- A secondary school diploma.
- A RIBO license, AIC license or LLQP license / LOMA courses, or willing to obtain.
- 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.
- The ability to communicate in French is considered an asset.

Additional Information
**Hours of Work**:

- Monday through Thursday 10-6, Friday 9-5

**What we offer**:

- Flexible hybrid work arrangement
- Competitive salary and bonus structure
- Industry-leading employer-paid group benefits that start on your first day
- Defined benefit pension plan
- 100% coverage of continuing education and licensing fees (including RIBO and AIC courses)
- 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 endeavour 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