Western - Commercial Lines - Farm & Commercial Broker

Orbit Insurance Services; Wetaskiwin; Hybrid; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Defined benefit pension plan

100% coverage of licensing fees

LinkedIn Learning access

Flexible work-from-home and hybrid

Advancement opportunities

Job summary

OTIP Group of Companies (OGC) in Canada is seeking a commercial insurance specialist to build strong client relationships and manage a book of business.

You will handle renewals, policy changes, and claims assistance while explaining coverage details and staying updated on market trends and regulatory changes. The role supports flexible work options and a path for professional growth.

Qualifications

• AIC license is required.
• Minimum 3 years in commercial property and casualty, commercial auto and farm insurance.
• Excellent communication with internal/external stakeholders.
• Strong time management, organization and project management skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Attracts new business by building a sales pipeline and following up on leads.
• Provides service to an assigned client book including renewals and claims support.
• Manages policy documents and records accuracy.
• Communicates policy changes to insurers and monitors renewals.
• Serves as main contact post-sale for client inquiries and claims.
• Willingness to travel as required.

Skills

P&C insurance experience

Communication skills

Time management

Project management

MS Office

Education

AIC license

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. 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

• Attracts new business by building a sales pipeline and contacting clients provided through lead generation. This includes responding to clients’ questions and initiating new business through incoming calls, and cross-selling initiatives.
• Provides comprehensive service to an assigned book of clients, assisting with renewals, policy changes and claims assistance, responding to phone and email inquiries, and explaining policy details and changes, all while ensuring customer expectations are met.
• Handles all policy-related documents with accuracy and efficiency, ensuring timely delivery of renewal documents and invoices. Maintain accurate records of client interactions and completed transactions.
• Sends policy changes to insurance companies, ensures coverage accuracy, monitors renewals, issues binders and identifies gaps in coverage as needed.
• Creates a trusting environment that fosters new sales opportunities and retention of existing business.
• Follows all procedures and adheres to insurance regulations and company policies.
• Develops commercial insurance market knowledge in order to assess where a risk will fit. Stay up to date with insurance market trends, product updates and regulatory changes to provide informed advice to clients.
• Serves as a main point of contact for clients post-sale, assisting them with claims processes and any policy changes, resolving all customer inquiries, while ensuring the customer effort is minimized.
• Performs other duties within competence, as assigned.

Let’s Talk About You

• An AIC license is required.
• A minimum of three years’ experience in commercial property and casualty, commercial auto and farm insurance.
• Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
• Superior time management, project management and organizational skills to manage competing priorities.
• Intermediate knowledge of Microsoft Office Suite applications.

Working Conditions

• General office environment
• Will be required to travel.

Salary Range: Min: $52,454 to $72,096 This position offers a competitive salary 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
• 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

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

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.

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

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.