Staff

Sales Broker

Ontario - Lifestyle Sales location_on Ottawa, ON
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Sales Broker

Ottawa, ON location_on
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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 Senior Manager, Sales for the Ontario Region, you will handle inbound calls from customers seeking quotes or looking to expand their coverage. Your role is to uncover customer needs, recommend tailored insurance solutions, and provide accurate, competitive quotes. You’ll introduce new products and services, explain coverage options, and ensure a positive experience that builds loyalty and drives additional business. In addition, you’ll actively ask for referrals to help grow our sales pipeline and identify opportunities to deepen customer relationships.

The core parts of your role will be to: 

  • Selling products by establishing contact and developing relationships with prospects.  Responding promptly to telephone inquiries and written requests. Following-up on ex-dates , re-quoting prospects from previous years, cancelled files, contacting leads generated, and asking for referrals.
  • Creating a trusting environment that fosters new sales opportunities and retention of existing business to increase sales potential.
  • 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 in EPICTackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.
  • Keep updated on company underwriting guidelines and changing markets.
  • Performs other duties within competence, as assigned.



Qualifications


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 license is required, or an OTL license with the expectation to obtain a RIBO license within 45 days of employment.
  • A minimum of one year’s experience, in personal lines, automobile,  property and marine 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, Applied Rating Services and Company portals.
  • Ability to communicate verbally and in writing, in English and French.

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:

    We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here:

    • 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.

    #LI-Remote

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