Sales Administrative Assistant

Summary

Join the OTIP Group of Companies (OGC) and contribute to a supportive and inclusive work environment. As an Administrative Assistant, you will provide essential administrative and customer service support to the Individual Insurance Sales department. Your responsibilities include processing daily correspondence, ordering reports, initiating communications with members, updating policy information, completing administrative requests, and managing the Salesforce lead database. You will also handle incoming and outgoing calls and emails related to sales prospects. This role requires a secondary school diploma and superior organizational skills. Experience in the insurance industry is an asset. The company offers a rewarding salary, comprehensive benefits, a defined benefit pension plan, and flexible work options.

Requirements

• A secondary school diploma
• Superior time management, project management and organizational skills to manage competing priorities
• Intermediate knowledge of Microsoft Office Suite applications
• Independently driven & motivated is a must!

Responsibilities

• Processes daily correspondences, which include reviewing, sorting, completing and routing incoming department correspondence
• Order reports on behalf of sales brokers and attach them to the broker management system for review
• Initiating communications and follow up requirements to members and appropriate parties to request or verify information as required
• Entering, auditing and updating policy information on the broker management system and carrier portals
• Completing administrative requests, which includes assembling information and documents and coordinating lead distribution in the sales team
• Answering incoming telephone calls or emails related to New sales prospects and distributes to the brokers as appropriate
• Making outbound telephone calls or emails related to New sales prospects and distributes to the brokers as appropriate
• Maintaining and managing the salesforce lead database, ensuring current information is accurate, while keeping member information confidential to protect operations
• Performs other duties within competence, as assigned

Preferred Qualifications

• A minimum of one year’s experience in the insurance industry or a related field is considered an asset
• The ability to communicate in French is considered 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)
• Flexible work-from-home and hybrid options
• Unlock your potential with opportunities for advancement