Bilingual Sales Representative - Home & Auto Insurance (AMF License required)

OTIP RAEO; Ottawa; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance provider in Ontario seeks an Insurance Sales Associate to identify customer needs and promote personal insurance products. The role requires at least three years of experience in personal lines insurance and strong communication skills, with the ability to work collaboratively and independently. The company offers a rewarding compensation package, industry-leading benefits, and opportunities for professional development.

Benefits

Rewarding salary and bonuses

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage of continuing education fees

Access to learning resources

Flexible work-from-home options

Opportunities for advancement

Qualifications

• AMF license or willingness to obtain within 60 days.
• 3 years' experience in personal lines, automobile, or property insurance.
• Ability to communicate effectively with stakeholders.

Responsibilities

• Identify customer needs and build on existing products.
• Sell products by developing relationships with prospects.
• Process account changes and maintain customer documentation.

Skills

Customer relationship management

Exceptional communication skills

Problem-solving

Time management

Bilingual in English and French

Education

AMF license (or willingness to obtain)

Minimum of three years in personal lines insurance

Tools

Microsoft Office Suite

Epic

Salesforce

Job description

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 Assistant Manager, Sales, you’ll be identifying customer needs to build on existing products, including developing contact plans, introducing new products and services, and quoting and marketing personal insurance business.

The core parts of your role will be to :

• Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and canceled files, and contacting generated leads.
• Creating a trusting environment that fosters new sales opportunities and retention of existing business.
• Actively participating within the team unit and independently to contribute to overall business improvement.
• Owning and resolving all customer inquiries, ensuring the customer effort is minimized.
• Processing account changes accurately, maintaining complete customer documentation, preparing correspondence, and following up.
• Tackling complex insurance-related cases, utilizing all available resources until full resolution is met.
• Maintaining a current TAM base and promptly following up on all client communications.
• Keeping accurate logs of quotes, sales, days worked, and other metrics for monthly reporting.
• Staying updated on company underwriting guidelines and changing markets.
• Performing other duties as required.

Qualifications

Let’s Talk About You :

This is the unique blend of skills and experience we would love to see in an ideal candidate :

• An AMF license, or willingness to obtain within the first 60 days of employment.
• A minimum of three years’ experience, preferably in personal lines, automobile, and property insurance.
• Exceptional communication skills and the ability to deal effectively with all levels of stakeholders.
• Excellent problem-solving skills and the ability to handle customer issues positively.
• Superior time management and organizational skills to handle competing priorities.
• Intermediate knowledge of Microsoft Office Suite; experience with Epic, Salesforce, and company portals is a plus.
• Ability to communicate verbally and in writing in English and French.
• Other national licenses are considered assets.

We also consider your potential. If you believe you have what it takes but your experience doesn’t exactly match, we encourage you to apply and tell us why you would be a great fit.

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 success both inside and outside of work. Here are some reasons you’ll love working here :

• Rewarding salary and bonuses that recognize your dedication
• Industry-leading group benefits with 100% premium coverage (excluding LTD) starting on day one
• Defined benefit pension plan for a confident retirement
• 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
• Access to learning resources like LinkedIn Learning for professional development
• Flexible work-from-home and hybrid options
• Opportunities for advancement to unlock your potential

If interested, please apply online. OTIP and its group of companies are committed to creating an accessible, inclusive environment, providing accommodations for persons with disabilities upon request.

We value diversity, equity, and inclusion, and are an equal opportunity employer encouraging applications from all qualified individuals.