Customer Service Broker, Home & Auto Insurance (Operating as Dyck Insurance)

Orbit Insurance Services; Wetaskiwin; Hybrid; CAD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking company dedicated to providing exceptional benefits support and service. In this role, you will assist members by providing product information, resolving complaints, and assessing risks for policies. You will have the opportunity to attract potential members and ensure their needs are met while maintaining comprehensive records. With a strong focus on employee well-being, this organization offers a supportive environment where you can thrive. If you are passionate about making a difference and have the necessary skills, this is the perfect opportunity for you.

Benefits

Best-in-class pension and benefits

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage of education and licensing fees

Access to LinkedIn Learning

Flexible work-from-home options

Opportunities for advancement

Qualifications

• AIC license required and commitment to complete insurance courses.
• Experience in personal lines automobile and property insurance is an asset.

Responsibilities

• Assist members with product information and resolving complaints.
• Process changes and assess risks for automobile and property policies.
• Maintain logs and document records of insurance transactions.

Skills

AIC license

CIP Principles and Practice

Property 1

Automobile

Microsoft Office Suite

Customer service

Education

Completion of insurance courses

Job description

Company Description

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

Reporting to the Assistant Manager, you’ll assist members by providing product and service information, resolving member complaints, and assessing risks for automobile and property policies.

The core parts of your role will be to:

1. Respond to telephone inquiries and written requests, including processing changes directly into the computer system, applying proper underwriting standards, assessing risks according to binding requirements, and answering general account inquiries.
2. Resolve product and service problems, including clarifying member complaints, determining the cause, selecting the best solution, explaining it, expediting correction, following up, and making recommendations to management as required.
3. Attract potential members by answering questions, providing information regarding products and services, obtaining ex-dates, and meeting or surpassing ex-date objectives to increase sales potential.
4. Process rewrites and remarket following established new-business guidelines.
5. File and document records of insurance transactions and maintain and update current rate manuals for all markets, including new coverage announcements.
6. Maintain a comprehensive log and diary system, reviewing and flagging contentious issues for discussion with management as needed.

Qualifications

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

• An AIC license is required.
• The completion of or commitment to complete the following three insurance courses or equivalent: CIP Principles and Practice, Property 1, and Automobile.
• Experience in personal lines automobile and property insurance is an asset.
• Intermediate knowledge of Microsoft Office Suite applications.
• We consider your potential. If you believe you can do the job 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 value your dedication
• Industry-leading group benefits with 100% premium coverage (excluding LTD) starting on your first day
• 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

Let’s work together! If interested, 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. Accommodations will be provided upon request for persons with disabilities.

We value diversity, equity, and inclusion, and are committed to learning and evolving. We encourage applications from all qualified individuals. Only candidates selected for an interview will be contacted.