Customer Service and Sales Representative

Orbit Insurance Services; Montreal; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading insurance provider is seeking a Customer Service and Sales Representative in Montreal. In this full-time role, you will engage with customers, recommend insurance solutions, and drive sales while providing exceptional service. Ideal candidates will have a valid AMF license, 3 years of insurance experience, and strong communication skills in both English and French.

Benefits

Competitive salary

Bonuses

Comprehensive benefits with 100% premium coverage

Defined benefit pension plan

Support for continuing education

Flexible work options

Opportunities for advancement

Qualifications

• Valid AMF license required.
• RIBO license preferred or obtainable within one year.
• At least 3 years of experience in personal lines, auto, and property insurance.

Responsibilities

• Engage with potential clients and assess their needs.
• Drive sales through calls and follow-ups.
• Maintain strong client relationships and support.

Skills

Communication

Organizational Skills

Time Management

Market Knowledge

Tools

Microsoft Office

Broker Management Systems

Job description

Customer Service and Sales Representative

• Full-time
• Department: Orbit Service

Who We Are

At OTIP Group of Companies (OGC), we believe that feeling valued, supported, and included leads to employees bringing their best to work. We are committed to delivering meaningful benefits support and service as we grow into the future.

What You’ll Do :

Reporting to the Assistant Service Manager, Home & Auto Program, you will connect with customers and prospects, understand their needs, and recommend suitable insurance solutions. Your goal is to build lasting relationships, provide exceptional service, and drive sales with tailored insurance products.

Key Responsibilities :

1. Prospecting & Relationship Building : Engage with potential clients, respond to inquiries, assess needs, and offer tailored solutions.
2. Sales Development : Drive sales through inbound calls, follow-ups, re-quotes, and outreach from marketing campaigns.
3. Expanding Accounts : Identify opportunities within existing accounts, introduce new products, and coordinate with underwriters to meet sales targets.
4. Client Retention & Support : Maintain strong relationships by offering support and identifying growth opportunities.
5. Inquiry Management : Handle calls, process quotes, update information, and assess risks per underwriting standards.
6. Market Insights : Monitor client reactions to competitors and suggest product improvements.
7. File Management : Process changes and maintain documentation.
8. Home Evaluation : Conduct home evaluations and input data for quotes.
9. Documentation : Prepare professional correspondence and documents.
10. Client Communication : Keep client data current and ensure timely follow-up.
11. Confidentiality & Quality : Provide high-quality service while safeguarding confidentiality and compliance.
12. Reporting : Record key metrics for transparency and accountability.
13. Market Knowledge : Stay updated on underwriting guidelines and market trends.
14. Additional Tasks : Perform other duties as needed.

Let’s Talk About You :

Ideal candidates will have :

1. A valid AMF license is required.
2. RIBO license preferred or obtainable within one year.
3. At least 3 years of experience in personal lines, auto, and property insurance.
4. Strong communication skills in English and French.
5. Excellent organizational and time management skills.
6. Proficiency in Microsoft Office, Broker Management Systems, and company portals.

Working Conditions :

• Ability to work evenings as needed.
• Work environment within a call center setting.

Perks :

We offer competitive salary, bonuses, comprehensive benefits with 100% premium coverage, a defined benefit pension plan, support for continuing education, professional development resources, flexible work options, and opportunities for advancement.

If interested, please apply online. OTIP values diversity and inclusion and provides accommodations for persons with disabilities. We are an equal opportunity employer and thank all applicants; only shortlisted candidates will be contacted.