Customer Service Broker (Home & Auto Insurance)

OTIP Group of Companies (OGC); Wetaskiwin; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance provider in Canada is seeking a Customer Service Broker specializing in Home & Auto Insurance. The role requires a licensed broker with at least 2 years of experience, excellent communication skills, and the ability to provide exceptional customer service. You will engage with clients on coverage inquiries, process policy changes, and ensure smooth operations while maintaining compliance with regulations. The position offers flexible work-from-home options and comprehensive benefits, emphasizing employee support and development.

Benefits

Rewarding salary and bonuses

100% premium coverage for group benefits

Defined benefit pension plan

Coverage for continuing education

Access to learning resources

Flexible work-from-home options

Qualifications

• Minimum 2 years of experience in personal lines with insurance policies.
• Exceptional communication skills with stakeholders.
• Intermediate knowledge of Microsoft Office applications.

Responsibilities

• Assist members with inquiries and policy changes.
• Assess risk and provide expert guidance.
• Document insurance transactions accurately.

Skills

Communication skills

Problem-solving

Time management

Customer service

Bilingualism (French / English)

Education

AIC license

Tools

Microsoft Office Suite

Epic and Insurance company portals

Job description

Customer Service Broker (Home & Auto Insurance)

• Full-time
• Department: Home & Auto 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:

Are you passionate about customer service and problem-solving? Do you thrive in a fast-paced environment where your expertise makes a real difference?

As a licensed Insurance Broker, you’ll play a critical role in helping members navigate their automobile and property policies with confidence. Reporting to the Assistant Manager, Service, you'll provide expert guidance, assess risk, and ensure every interaction is smooth, efficient, and positive.

Why You’ll Love This Role

Engage & Assist: Answer coverage inquiries, process policy changes, and ensure our members receive personalized, professional service every step of the way.

Resolve Challenges with Confidence: Handle concerns with care and professionalism - assessing issues, identifying solutions, and delivering resolutions that leave a lasting positive impression.

Be the Reason Members Stay & Grow: Build trust and connections by providing valuable insights into our insurance products and services, helping members make informed coverage decisions while identifying opportunities for growth.

Leverage Your Broker Expertise: Apply underwriting standards, assess risk, and ensure policies align with binding requirements - all while maintaining compliance with industry regulations.

Keep Things Organized: Process rewrites, maintain accurate records, and ensure all insurance transactions are efficiently documented and up to date.

Stay Informed: Work in a supportive, learning-focused environment where you'll collaborate with management, flag key issues, and stay ahead of industry developments.

This is more than just a job, it’s a chance to be part of a service-driven team that values expertise, problem-solving, and member satisfaction. If you're ready to bring enthusiasm, broker knowledge, and a customer-first mindset to a role that keeps you engaged every day, we'd love to hear from you!

Let’s Talk About You:

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

• A minimum of 2 years’ experience, preferably in personal lines working with automobile and property insurance policies.
• An AIC license is required.
• Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
• Excellent problem solving skills and ability to handle customer issues in a pleasant and positive manner.
• Superior time management and organizational skills to handle competing priorities.
• Intermediate knowledge of Microsoft Office Suite applications. Preference given to candidates with experience using Epic and Insurance company portals.
• Bilingualism considered an asset (French / English)

We also consider your potential. If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

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.