OTIP (Ontario Teachers Insurance Plan)

Insurance

• Reporting to the Assistant Manager, Service, you will play a key role in building relationships with clients and prospects, understanding their needs and providing expert advice to recommend appropriate insurance solutions.
• Your objective will be to develop long-term relationships, deliver exceptional customer service and drive sales by offering insurance products tailored to each client’s unique needs.
• Prospecting and relationship development: Research, qualify and approach potential clients to drive sales growth.
• Respond to inquiries, assess clients’ needs and recommend appropriate solutions to address issues and provide expert guidance.
• Sales development: Increase sales by establishing strong relationships with prospects.
• Engage via inbound calls, follow up on expired policies, renew prior-year quotes and pursue leads generated by marketing campaigns and online sources.
• Existing account development: Identify opportunities to grow sales within existing accounts.
• Develop tailored contact strategies, present new products and services, and maintain close communication with insurance underwriters to meet or exceed sales targets.
• Retention and client support: Strengthen relationships with members and existing accounts by delivering outstanding support, providing helpful information and identifying new growth opportunities.
• Efficient request handling: Manage inbound calls, prepare quotes, update client information and assess risks in accordance with underwriting standards.
• Provide clear responses to any account-related questions.
• Competitive monitoring: Track customer reactions to competitor products and share observations with management.
• Assess our products and suggest potential improvements to remain competitive in the market.
• File management: Process policy changes and ensure all required documentation is completed for proper follow-up.
• Residential assessment: Conduct residential evaluations and accurately record calculations in the system to support quotes and insurance offers.
• Documentation and correspondence: Prepare clear, professional documents and communications as needed to support clients.
• Client communications: Keep the BMS database up to date, ensure timely follow-up on all client interactions and deliver excellent service at every touchpoint.
• Confidentiality and quality: Deliver exceptional service while maintaining confidentiality, protecting business activities and ensuring compliance with established procedures.
• Reporting and accountability: Keep accurate records of quotes, sales and other key metrics for monthly reporting to ensure transparency and accountability.
• Market knowledge: Stay informed of current underwriting guidelines and market trends to offer clients relevant and up-to-date solutions.
• Additional responsibilities: Perform other duties as required, applying your expertise and adaptability in the role.

Bilingual Personal Lines Insurance Broker, Sales & Service

Account Executive

• Tailoring interactions by utilizing emerging technology solutions including phone, chat, email, SMS and video conferencing.
• Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.
• Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated.
• Creating a trusting environment that fosters new sales opportunities and retention of existing business.
• Actively participating within the team unit and independently to continuously contribute to overall business improvement.
• Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up.
• Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.

Sales Representative – Home & Auto Insurance

Customer Support

• Assisting clients by providing product and service information
• Resolving client complaints
• Assessing risks for automobile and property policies
• Directing or responding to telephone inquiries and written requests
• Processing changes directly into the computer system
• Applying proper underwriting standards
• Clarifying client complaints and determining the cause
• Selecting the best solution and explaining it
• Expediting correction and following up to ensure resolution
• Attracting potential clients
• Preparing and drafting responses to routine correspondence
• Maintaining and updating current rate manuals for all markets
• Filing and documenting records of insurance transactions
• Providing quality service while adhering to customer service standards

Bilingual Personal Lines Insurance Broker, Sales & Service

Sales Representative – Home & Auto Insurance

Customer Service Broker – Home & Auto Insurance