Sales Administrative Assistant

OTIP Group of Companies (OGC); Waterloo; Hybrid; CAD 40,000 - 50,000; Full time

Job summary

A leading company in the insurance sector is looking for a dedicated administrative support member to enhance customer service effectiveness in their Individual Insurance Sales department. You will be a pivotal link between brokers and clients, managing correspondence, data, and administrative tasks to ensure efficient operations. Ideal candidates will possess strong organizational skills and some experience in the insurance field, with a passion for delivering excellent service.

Benefits

Rewarding salary and bonuses

100% premium coverage for group benefits

Defined benefit pension plan

100% coverage of approved continuing education fees

Flexible work-from-home options

Qualifications

• Minimum of one year experience in the insurance industry or a related field considered an asset.
• Ability to communicate in French is considered an asset.
• Independently driven & motivated is a must!

Responsibilities

• Process correspondence, manage incoming and outgoing communications.
• Update and audit policy information in broker management systems.
• Maintain and manage lead databases ensuring accuracy.

Skills

Time Management

Project Management

Organizational Skills

Communication

Microsoft Office Suite

Education

Secondary School Diploma

Job description

Reporting to the Assistant Manager Sales youll beresponsible for providing information and administrative support to OTIPs Individual Insurance Sales department. This involves resolving member issues enhancing the departments customer service effectiveness and providing administrative assistance to Broker Management and Representatives.

The core parts of your role will be to :

• Processes daily correspondences which include reviewing sorting completing and routing incoming department correspondence.
• Order reports on behalf of sales brokers and attach them to the broker management system for review.
• Initiating communications and follow up requirements to members and appropriate parties to request or verify information as required.
• Entering auditing and updating policy information on the broker management system and carrier portals.
• Completing administrative requests which includes assembling information and documents and coordinating lead distribution in the sales team.
• Answering incoming telephone calls or emails related to New sales prospects and distributes to the brokers as appropriate.
• Making outbound telephone calls or emails related to New sales prospects and distributes to the brokers as appropriate.
• Maintaining and managing the salesforce lead database ensuring current information is accurate while keeping member information confidential to protect operations.
• Performs other duties within competence as assigned.

Qualifications :

Lets Talk About You :

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

• A secondary school diploma.
• A minimum of one years experience in the insurance industry or a related field is considered an asset.
• Superior time management project management and organizational skills to manage competing priorities.
• Intermediate knowledge of Microsoft Office Suite applications
• Independently driven & motivated is a must!
• The ability to communicate in French is considered an asset.

We also consider your potential. If you know you have what it takes to do the job but your experience doesnt 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 bestinclass 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 youll love working here :

• Rewarding salary and bonuses that truly value your dedication
• Industryleading 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)
• Flexible workfromhome and hybrid options
• Unlock your potential with opportunities for advancement

Lets 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.

LIHybrid

Remote Work : Employment Type :

Key Skills

Experience : years

Vacancy : 1

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