Western - Commercial Lines - Farm & Commercial Broker

OTIP Group of Companies (OTIP, Orbit, Curo); Wetaskiwin; Híbrido; CAD 52.000 - 72.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Defined benefit pension plan

100% coverage of continuing education

LinkedIn Learning for professional dev

Flexible work-from-home and hybrid

Advancement opportunities

Descripción de la vacante

OTIP Group of Companies (OGC) is seeking an experienced insurance professional to attract new business, service an assigned client book, and manage renewals and claims. This role emphasizes cross-selling, accurate documentation, and compliance with insurance regulations.

The candidate will work in a hybrid environment, travel may be required, and the company offers opportunities for growth, education support, and a defined benefits pension plan.

Formación

• AIC license required.
• Minimum 3 years in commercial property & casualty, commercial auto and farm insurance.
• Excellent communication with stakeholders at all levels.
• Strong time management and organizational skills; able to handle competing priorities.

Responsabilidades

• Build a sales pipeline and contact clients; respond to inquiries and cross-sell.
• Provide full service to a book of clients: renewals, policy changes, and claims assistance.
• Process policy documents accurately; ensure timely renewal documents and invoices.
• Coordinate policy changes with insurers and monitor renewals and coverage gaps.
• Create a trusting environment to foster new sales and retain clients.
• Adhere to procedures and insurance regulations and company policies.
• Stay informed on market trends and regulatory changes to advise clients.
• Serve as main post-sale contact for claim processes and policy changes.
• Perform other duties within competence as assigned.

Conocimientos

Communication

Time management

Organizational skills

MS Office

Educación

AIC license

Descripción del empleo

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