Personal Lines Sales Broker

Orbit Sales location_on Edmonton, AB

Personal Lines Sales Broker

Edmonton, AB 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 Assistant Manager

The core parts of your role will be to: 

  • 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.

  • 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:

  • A RIBO.

  • Other national licensing is considered an asset.

  • A minimum of one to 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

    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.

    #LI-Remote #LI-Hybrid