Customer Service and Sales Representative

Orbit Insurance Services; Montreal; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Customer Service and Sales Representative to enhance client relationships and drive sales. In this pivotal role, you'll connect with customers, understand their unique needs, and recommend tailored insurance solutions. You will have the opportunity to work in a supportive environment that values your contributions and fosters professional growth. With a focus on exceptional customer service, you will engage with clients through various channels, ensuring their needs are met with expertise and care. This role offers flexibility, competitive benefits, and the chance to be part of a dynamic team committed to making a difference in the insurance industry.

Benefits

Rewarding salary and bonuses

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage of continuing education fees

Access to LinkedIn Learning

Flexible work-from-home options

Opportunities for advancement

Qualifications

• Valid AMF license required; RIBO preferred or obtainable within a year.
• 3+ years in personal lines, automobile, and property insurance.

Responsibilities

• Connect with customers to understand needs and recommend insurance solutions.
• Drive sales growth through prospecting and relationship building.

Skills

Communication Skills

Time Management

Organizational Skills

Project Management

Fluency in English and French

Education

AMF License

RIBO License (preferred)

3+ years in personal lines insurance

Tools

Microsoft Office Suite

Broker Management System(s)

Job description

Customer Service and Sales Representative

• Full-time
• Department: Orbit Service

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.

What You’ll Do:

Reporting to the Assistant Service Manager, Home & Auto Program, you’ll play a pivotal role in connecting with customers and prospects, understanding their needs, and providing expert guidance to recommend the right insurance solutions. Your goal is to foster lasting relationships, deliver exceptional customer service, and drive sales by offering tailored insurance products to meet each client’s unique needs.

The core parts of your role will be to:

• Prospecting & Relationship Building: Research, qualify, and engage with potential clients to drive sales growth. Respond to inquiries, assess client needs, and provide tailored solutions to resolve issues and offer expert guidance.
• Sales Development: Drive sales by building strong relationships with prospects. Engage through inbound calls, follow up on expired policies, re-quote from previous years, and reach out to leads from marketing campaigns and online sources.
• Expanding Accounts: Identify opportunities within existing accounts to increase sales. Develop tailored contact strategies, introduce new products and services, and maintain close communication with insurance underwriters to meet or exceed sales targets.
• Client Retention & Support: Strengthen relationships with current members and accounts by offering exceptional support, providing valuable information, and identifying new opportunities for growth.
• Efficient Inquiry Management: Handle inbound calls, process quotes, update client information, and assess risks in line with underwriting standards. Provide clear answers to any account-related questions.
• Competitive Insights: Monitor client reactions to competing products and share insights with management. Evaluate our products and suggest potential improvements to stay ahead in the market.
• File Management: Process changes and ensure proper documentation for follow-up actions.
• Home Evaluation: Perform home evaluations and input calculations accurately into the system to support quotes and insurance offerings.
• Documentation & Correspondence: Prepare clear and professional correspondence and documents as required to support client needs.
• Client Communication: Maintain an up-to-date BMS base, ensuring timely follow-up on all client interactions and ensuring excellent service at every touchpoint.
• Confidentiality & Quality: Deliver exceptional service while adhering to confidentiality standards, safeguarding company operations, and ensuring compliance with established procedures.
• Reporting & Accountability: Keep accurate records of quotes, sales, and other key metrics for monthly reporting, ensuring transparency and accountability.
• Market Knowledge: Stay informed on the latest underwriting guidelines and market trends to provide relevant, up-to-date solutions to clients.
• Additional Responsibilities: Take on additional tasks as required, bringing your expertise and adaptability to the role.

Let’s Talk About You:

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

• A valid AMF license is required.
• RIBO license is preferred or the ability to obtain it within one year.
• A minimum of 3 years' experience in personal lines, automobile, and property insurance.
• Strong communication skills, with the ability to interact effectively with internal and external stakeholders at all levels.
• Excellent time management, organizational, and project management skills to handle competing priorities.
• Proficient in Microsoft Office Suite, Broker Management System(s), and Company portals.
• Must be fluent in both English and French to support our national client base.

Working Conditions:

• Availability to work evenings as needed.
• Work environment is within a general call center setting.

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.

Let’s work together! If you are interested in this opportunity, please apply online.

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.

We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.