Customer Service Broker, Marine Program

TW Insurance Services Ltd.; Barrie; Hybrid; CAD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking company as a Customer Service Broker in the Marine Program, where you will play a vital role in providing tailored insurance solutions for watercraft products. This position offers the opportunity to engage with clients, ensuring their needs are met through expert advice and support. With a focus on valuing employees and fostering a collaborative environment, this innovative firm provides extensive benefits and opportunities for professional growth. If you are passionate about customer service and eager to make a difference, this role is perfect for you.

Benefits

Best-in-class pension and benefits

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage of continuing education fees

Access to learning resources like LinkedIn Learning

Flexible work-from-home options

Opportunities for advancement

Qualifications

• Completion of secondary school and Registered Insurance Broker (Ontario).
• Proven experience in customer service and client-focused solutions.

Responsibilities

• Maintain insurance coverage for watercraft products and assist clients.
• Respond to client inquiries via phone, email, and in-person.

Skills

Customer Service

Communication Skills

Client Relationship Management

Problem Solving

Education

Secondary School Completion

Registered Insurance Broker (Ontario)

Industry Designations (CAIB, CPIB, CIP, FCIP, CRM)

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Power Broker

Epic

Job 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 employeesfeel valued forthe work they do, supportedasthe people they are, andincluded in thevery fabric of the organization: they bringtheirbestto work every day. And that's why we mean itwhen wesay we put our people at the centreofeverything 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:

As ourCustomerService Broker in our Marine Program you will be responsible for working with clients to maintain insurance coverage for watercraft products. You will be responsible for identifying and addressing our customers’ needs, by providing expert advice and customized watercraft insurance. You will also be responsible for processing endorsements and cancellations and providing client-focused solutions to customers.

Reporting to the Marine Program Assistant Manager,you’ll be responsible for:

• Respond quickly, professionally, and accurately to questions and field complaints from clients in-person, by telephone or email.
• Assist in managing large volumes of inbound and outbound calls.
• Identify and explain appropriate coverage to clients.
• Communicate with clients regarding existing and possible changes to coverage, in-person, by telephone or email.
• Quote changes to existing watercraft policies, process endorsements and cancellations at the request of clients.
• File attachments and conversation notes in the appropriate location according to the workflow (paper files or electronically in Power Broker and other proprietary systems).
• Counsel clients on claims, report claims to the insurance company as required and follow up with the client.
• Assist with cross selling efforts of all lifestyle products and generating leads for home and auto insurance, Explorer RV Club etc

Qualifications

Let’s Talk About You:

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

• Completion of secondary school.
• Registered Insurance Broker (Ontario) with a Service focus.
• Willing to get licensed Nationally (excluding Quebec).
• CAIB, CPIB, CIP, FCIP, CRM or other industry designations an asset.
• Working knowledge of Microsoft Word, Microsoft Outlook and Microsoft Excel.
• Familiarity with Power Broker or Epic is an asset.
• Proven experience offering client-focused solutions and building long-lasting relationships.
• Knowledge of the watercraft lifestyle product set is an asset, but not required.
• Excellent communication skills, written and verbal.

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.

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 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 RIBOcourses 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, pleaseapply 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.

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