Customer Service Broker

Summary

Join the OTIP Group of Companies (OGC) and contribute to their mission of providing meaningful benefits support and service. As a Broker Service Representative, you will assist members by providing product and service information, resolving complaints, and assessing risks for automobile and property policies. Your responsibilities will include handling telephone inquiries, resolving product and service problems, attracting potential members, processing rewrites and remarketing, filing and documenting records, and maintaining current rate manuals. This role requires a RIBO license and completion of specific insurance courses. Experience in personal lines insurance and intermediate knowledge of Microsoft Office Suite are assets. OGC offers competitive benefits, including a rewarding salary, industry-leading group benefits, a defined benefit pension plan, 100% coverage of approved continuing education and licensing fees, access to learning resources, flexible work-from-home and hybrid options, and opportunities for advancement.

Requirements

• A RIBO license is required. Candidates who are not yet RIBO licensed will be enrolled in the RIBO training course and will be required to obtain their license within the first three months of employment
• The completion of or the commitment to complete the following three insurance courses or three equivalent insurance courses: CIP Principles and Practice, Property 1, and Automobile

Responsibilities

• Direct or respond to telephone inquiries and written requests. This includes processing changes directly into the computer system, applying proper underwriting standards, assessing risks according to binding requirements, and answering general account inquiries
• Resolve product and service problems. This includes clarifying member complaints, determining the cause of the complaint, selecting the best solution and explaining it, expediting correction, following-up to ensure resolution, and making recommendations to management, as required
• Attract potential members. This includes answering questions and providing information regarding products and services, obtaining ex-dates, and meeting or surpassing ex-date objectives to increase sales potential
• Process rewrites and remarket following established new-business guidelines
• File and document records of insurance transactions and maintain and update current rate manuals for all markets, as received, including new coverage announcements
• Maintain a comprehensive log and diary system, reviewing and flagging contentious issues for discussion with management, as required

Preferred Qualifications

• Experience in personal lines automobile and property insurance is an asset
• Intermediate knowledge of Microsoft Office Suite applications

Benefits

• 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