Sales Representative (Home, Auto & Lifestyle) - 12-month contract
- Waterloo, ON, Canada
Contract
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Job details
- Job type
- Contract
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- Posting language
- English
- Posted
Original 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
Role
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:
This is the unique blend of skills and experience we would love to see in an ideal candidate:
Why Join Us?
This position offers a competitive salary within a range from $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:
The OTIP Group of Companies (“OGC”) is a group of affiliated organizations operating under a shared purpose and values. OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services.
Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to.
This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. All hiring decisions include human review.
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.
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
Role
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:
- Sell products (Home, Auto & Lifestyle with a specialty in Marine) 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.
- Create a trusting environment that fosters new sales opportunities and retention of existing business to increase sales potential.
- Actively participate within the team unit and independently to continuously contribute to overall business improvement.
- Actively ow and resolve all customer inquiries, while ensuring the customer effort is minimized.
- Accurately process account changes, maintaincomplete customer documentation, prepare correspondence, and document files for follow up in EPIC.
- Tackle complex insurance-related cases, creatively utilizing all available resources until full resolution is met.
- Keep updated on company underwriting guidelines and changing markets.
- Perform other duties within competence, as assigned.
This is the unique blend of skills and experience we would love to see in an ideal candidate:
- Valid RIBO License (required)
- 1+ year experience in personal lines (home & auto insurance)
- 1+ year experience specializing in marine insurance
- Fluency in French and English is an asset
- Strong communication skills with the ability to build trust and rapport
- Excellent organizational and time-management skills in a fast-paced environment
- Solid working knowledge of Microsoft Office (Word, Excel, Outlook)
- A proactive mindset with strong problem-solving abilities
Why Join Us?
- Be part of a supportive, collaborative team
- Develop your expertise in a growing industry
- Make a meaningful difference in clients’ lives every day
- Opportunities to grow your career and expand your skills
This position offers a competitive salary within a range from $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
- 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
The OTIP Group of Companies (“OGC”) is a group of affiliated organizations operating under a shared purpose and values. OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services.
Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to.
This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. All hiring decisions include human review.
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.
More about this job
Responsibilities
Handle inbound customer inquiries, assess insurance needs, recommend and quote home, auto, lifestyle, and marine coverage, and build relationships that support sales and retention. Follow up on leads and referrals, process account changes and documentation in EPIC, resolve complex cases, and stay current on underwriting guidelines and market changes.
Requirements
A valid RIBO license and at least one year of experience in personal lines home and auto insurance and one year specializing in marine insurance are required. Strong communication, organization, time management, problem-solving, and Microsoft Office skills are sought; fluency in French and English is an asset.
Skills
- Home Insurance
- Auto Insurance
- Marine Insurance
- Customer Needs Assessment
- Insurance Quoting
- Relationship Building
- Customer Service
- Sales And Referrals
- Written And Verbal Communication
- Organization
- Time Management
- Problem-Solving
- Microsoft Office
- EPIC Documentation
- RIBO Licensing
Benefits
- Defined Benefit Pension Plan
- Continuing Education And Licensing Fee Coverage
- Professional Development Resources
- Flexible Work-From-Home And Hybrid Options
- Career Advancement Opportunities
- Mental Wellness Support
- Bonuses
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Customer Service & Support
- Finance & Accounting
Keywords
- RIBO License
- Personal Lines Insurance
- Home Insurance
- Auto Insurance
- Marine Insurance
- Lifestyle Insurance
- Insurance Sales
- Insurance Quotes
- Customer Needs Assessment
- Coverage Options
- Underwriting Guidelines
- Customer Retention
- Lead Follow-Up
- Referrals
- Account Changes
- Customer Documentation
- EPIC
- Microsoft Office
- Word
- Excel
- Outlook
- Problem-Solving
- Relationship Building
- Customer Service
- Sales Pipeline