Sales And Service Administration Representative

Summary

Join the OTIP Group of Companies (OGC) and contribute to a supportive and inclusive work environment. This part-time position, ideal for post-secondary students, involves processing daily correspondence, responding to customer inquiries, and ensuring accurate policy information. You will handle various administrative tasks, act as a liaison between members and brokers, and contribute to a positive customer experience. The role offers flexible hybrid work arrangements, competitive salary and bonus structure, comprehensive benefits, and opportunities for advancement. This position is perfect for students seeking part-time work during the school year and full-time opportunities during the summer.

Requirements

• This position is intended for post secondary students. Part time hours during the school year and full time hours during the summer
• A secondary school diploma
• A minimum of one year’s experience in an office environment
• A minimum of one year’s experience in the insurance industry or a related field
• Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders
• Superior time management, project management and organizational skills to manage competing priorities
• Intermediate knowledge of Microsoft Office Suite applications and experience with broker management systems

Responsibilities

• Process daily correspondences, which include reviewing, sorting, completing and routing incoming department correspondence
• Initiate communications, as required
• Review and respond accordingly to customer and third party requests
• Contact members and third parties for additional information
• Assist with walk-in clientele and returning messages
• Initiate communications and follow up requirements to members and appropriate parties to request or verify information as required
• Follow established department procedures
• Review all new business applications to ensure they are completed properly
• Enter policy information and follow-up notes for outstanding documentation as required
• Audit and update policy information on the broker management system to ensure accuracy of data and policies
• Complete administrative requests, which includes assembling information and documents, sending documents to members, preparing member or prospect letters, and/or making changes to policies
• Act as a liaison between members and Brokers
• Establish contact and develop relationships with education affiliate prospects and members
• Answer incoming telephone calls using the Automatic Call Distributor (ACD)
• Pre-qualify risks, obtain necessary information to finalize sales, follow up on expiry dates, screen and follow up on leads generated from marketing campaigns
• Process and distribute online quotes as the primary Lead Coordinator
• Respond to telephone inquiries and written requests from both internal and external stakeholders
• Answer general account inquiries, processing billing changes directly on the carrier’s online system, and assessing risk according to binding requirements and client payment history
• Process policy cancellations and reinstatements as requested by members and underwriters
• Provide quality service while adhering to customer service standards and keep information confidential to protect operations

Preferred Qualifications

The ability to communicate in French is considered an asset

Benefits

• Flexible hybrid work arrangement
• Competitive salary and bonus structure
• Industry-leading employer-paid group benefits that start on your first day
• Defined benefit pension plan
• 100% coverage of continuing education and licensing fees (including RIBO and AIC courses)
• Opportunities for advancement