Commercial Customer Sales & Service Representative

Commercial Sales & Service location_on Ottawa, ON

Commercial Customer Sales & Service Representative

Ottawa, ON location_on

Company 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.

Job Description

What You’ll Do:

Reporting to the Sales & Service Manager, Commercial Lines Program, you’ll be responsible for identifying prospects’ needs, advising and providing service to prospects, and selling insurance products..

The core parts of your role will be to: 

  • Researches, qualifies and contacts prospects to develop sales. Responds to inquiries and collects and analyzes information to offer guidance and resolve member issues.
  • Sells products by establishing contact and developing relationships with prospects, answering incoming telephone calls, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated from marketing campaigns, online sources and personal lead bank.
  • Identifies member needs to expand sales within existing accounts, which includes developing contact plans, introducing new products and services, quoting and marketing personal insurance business, and maintaining direct communications with personal lines insurance company underwriters. Meets or surpasses ex-date objectives to increase sales potential.
  • Maintains and enhances relationships with members and existing accounts. This includes providing support, information and guidance, and researching and recommending new opportunities.
  • Responds to telephone inquiries or directs as appropriate. This includes processing member information and quotes directly into the computer system, applying proper underwriting standards, assessing risks according to binding requirements, and answering general inquiries relating to accounts as required.
  • Monitors members’ and potential members’ reaction to competitive products and reports findings to management. Evaluates current products and recommends product enhancements.
  • Processes changes on client files as requested and documents files for follow up.
  • Drafts and prepares correspondence and documentation as required.
  • Maintains a current BMS base and promptly follows up on all client communications.
  • Provides quality service while adhering to established standards and keeps information confidential to protect operations.
  • 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 within competence, as assigned.


Let’s Talk About You: 

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

  • A R.I.B.O. licence.
  • A minimum of three years’ experience in commercial lines.
  • 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.
  • 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 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

    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

    Let’s 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.