Personal Lines Sales Broker

OTIP RAEO; Edmonton; On-site; CAD 50,000 - 70,000; Full time

Job summary

OTIP RAEO is seeking a Sales and Service Assistant to join their team in Edmonton. In this role, you will be responsible for identifying customer needs, selling products, and ensuring excellent service. With a focus on professional development, competitive salary, and comprehensive benefits, you will thrive in a supportive environment that prioritizes employee wellness and success.

Benefits

Best-in-class pension and benefits

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage for continuing education and licensing fees

Access to learning resources like LinkedIn Learning

Flexible work-from-home and hybrid options

Opportunities for advancement

Qualifications

• Minimum 1-3 years' experience in personal lines, automobile, and property insurance.
• Exceptional communication skills with stakeholders.
• Intermediate knowledge of Microsoft Office Suite applications.

Responsibilities

• Identify customer needs and build on existing products.
• Sell insurance products and develop relationships with prospects.
• Resolve customer inquiries while minimizing effort.

Skills

Communication

Problem Solving

Time Management

Organization

Education

RIBO License

Other national licensing

Tools

Microsoft Office Suite

Epic

Salesforce

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 :

Reporting to the Sales & Service Assistant Manager ,

The core parts of your role will be to :

Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.

Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated.

Creating a trusting environment that fosters new sales opportunities and retention of existing business.

Actively participating within the team unit and independently to continuously contribute to overall business improvement.

Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.

Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up.

Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.

Maintains a current TAM base and promptly follows up on all client communications.

Maintains accurate logs of quotes completed, sales completed, days worked and any other measurements pertaining to monthly reporting requirements.

Keeps updated on company underwriting guidelines and changing markets.

Performs other duties as required.

Qualifications

Let’s Talk About You :

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

A RIBO.

Other national licensing is considered an asset.

A minimum of one to three years’ experience, preferably in personal lines, automobile and property insurance.

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, Salesforce and Company portals.

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, 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.

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