Sales Broker

Orbit Insurance Services; Edmonton; Hybrid; CAD 52,454 - 72,096; Full time

Benefits offered by this job

Best-in-class pension

Comprehensive benefits

Hybrid work options

Licensing & continuing ed covered

LinkedIn Learning access

Bonuses

Job summary

Orbit Insurance Services in Edmonton is seeking an insurance professional to join OTIP Group of Companies (OGC) and support personal insurance sales and service.

You will identify customer needs, develop product plans, quote and market services, and maintain detailed client records while navigating underwriting guidelines and market changes. Hybrid work options available and ongoing licensing support.

Qualifications

• RIBO license required.
• Minimum three years’ experience in personal lines/auto/property insurance.
• Excellent communication, problem solving, and time management.

Responsibilities

• Identify customer needs to build on existing products and quote personal insurance.
• Develop contact plans and market products and services.
• Quote and respond to inquiries; maintain customer documentation.
• Process account changes and keep logs for monthly reporting.
• Maintain TAM base and follow up on client communications.
• Stay updated on underwriting guidelines and changing markets.

Skills

RIBO license

Communication

Problem solving

Time management

MS Office

Epic

Salesforce

Customer service

Tools

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 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

Reporting to the Assistant Manager, Sales you’ll be 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.

The Core Parts Of Your Role Will Be To

• 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.

Let’s Talk About You

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

• RIBO license
• A minimum of 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.

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

Salary Range

This position offers a competitive salary with a range from $52,454 to $72,096, along with rewarding bonuses that recognize your dedication.

At the OTIP Group of Companies (OGC), we value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time.

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.

The OTIP Group of Companies (“OGC”) is a group of affiliated organizations operating under a shared purpose and values. OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services.

Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to.

This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. All hiring decisions include human review.

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.