Sales Representative - Home & Auto Insurance

Orbit Insurance Services; Wetaskiwin; On-site; CAD 52,000 - 73,000; Full time

Job summary

A leading insurance provider in Wetaskiwin, Canada, is seeking a Sales Representative to identify customer needs and sell insurance products. This role involves developing relationships, managing account changes, and ensuring excellent customer service. Ideal candidates should have an AIC license and three years of experience in personal lines of insurance. The position offers a competitive salary ranging from $52,454 to $72,096, along with various perks including a pension plan and flexible work options.

Benefits

Defined benefit pension plan

100% coverage of continuing education fees

Access to learning resources

Flexible work-from-home options

Opportunities for advancement

Qualifications

• Minimum of three years' experience in personal lines, automobile and property insurance.
• Demonstrated ability to deal effectively with all levels of internal and external stakeholders.
• Experience in handling customer issues in a pleasant and positive manner.

Responsibilities

• Identify customer needs to build on existing products.
• Sell products by establishing contact and developing relationships with prospects.
• Accurately process account changes and maintain documentation.

Skills

Exceptional communication

Problem solving

Time management

Organizational skills

Education

AIC license

National licensing

Tools

Microsoft Office Suite

Epic

Salesforce

Job description

Who We Are

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.

Company Description

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

What You’ll Do

The Sales Representative is responsible for identifying prospects’ needs, influencing decisions, maintaining relationships and selling insurance products.

Reporting to the Assistant Manager, BC and Saskatchewan in our Home & Auto Sales department, the core parts of your role will be to:

• Identify customer needs to build on existing products which includes developing contact plans, introducing new products and services and quote and market personal insurance business.
• Sell products by establishing contact and developing relationships with prospects, answer incoming communications, follow-up on expiry date cards, re-quote prospects from previous years and cancelled files, and contact leads generated.
• Create a trusting environment that fosters new sales opportunities and retention of existing business.
• Actively participate within the team unit and independently to continuously contribute to overall business improvement.
• Actively own and resolve all customer inquiries, while ensuring the customer effort is minimized.
• Accurately process account changes, maintain complete customer documentation, prepare correspondence, and document files for follow up.
• Tackle complex insurance-related cases, creatively utilizing all available resources until full resolution is met.
• Maintain a current TAM base and promptly follow up on all client communications.
• Maintain accurate logs of quotes completed, sales completed, days worked and any other measurements pertaining to monthly reporting requirements.
• Keep updated on company underwriting guidelines and changing markets.
• Perform 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:

• An AIC license.
• Other national licensing is considered an asset.
• 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.

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

Salary Range

This position offers a competitive salary within a range of $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.

Some of the Perks We Offer

• 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

Recruitment Process

Please note that we do not currently use artificial intelligence (AI) in our recruitment process and this position is being posted to fill an existing vacancy.

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.

Let’s work together!

If you are interested in this opportunity, please apply online.