Customer Service Broker

Summary

Join the OTIP Group of Companies (OGC) and contribute to a supportive and inclusive work environment where employees feel valued. As an Insurance Services Representative, you will assist members by providing product and service information, resolving complaints, and assessing risks for automobile and property policies. Key responsibilities include handling telephone and written inquiries, resolving product and service issues, attracting potential members, processing rewrites and remarketing, filing and documenting insurance transactions, and maintaining rate manuals. The ideal candidate will possess an AIC license, completed insurance courses (CIP Principles and Practice, Property 1, and Automobile), and experience in personal lines insurance. Intermediate knowledge of Microsoft Office Suite is also required. OGC offers a rewarding salary, comprehensive benefits (including 100% premium coverage for group benefits and a defined benefit pension plan), professional development opportunities, and flexible work options.

Requirements

• An AIC license is required
• 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
• Intermediate knowledge of Microsoft Office Suite applications

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

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