Personal Lines Insurance Broker – Sales/Service

OTIP (Ontario Teachers Insurance Plan)

Insurance broker discovering client needs and selling various insurance products for the OTIP Group in Canada. Collaborating with clients and ensuring customer satisfaction through effective communication and service.

Posted 5/5/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Identify clients' needs and recommend additions to their existing coverage
Schedule client contacts and follow-ups
Present new products and services
Generate quotes and promote personal insurance products
Sell products by contacting prospective clients and building relationships with them
Respond to calls and other communications
Follow up on policies nearing renewal
Generate new quotes for prospects from previous years
Communicate with potential clients
Create a climate of trust that fosters new sales opportunities
Contribute, both as part of the team and individually, to continuous business improvement
Respond responsibly to customer inquiries
Process account changes accurately
Maintain complete client records

Requirements

What you’ll need

AMF certification
At least three years of experience, preferably in auto and personal property insurance
Excellent communication skills and proven ability to interact effectively with internal and external stakeholders at all levels
Strong problem-solving skills and the ability to handle client issues in a pleasant and positive manner
Superior time-management skills and a high level of organization to manage competing priorities
Intermediate proficiency with Microsoft Office
Preference will be given to candidates with experience using Epic, Salesforce, and corporate portals
Fluency in French and English, both written and spoken (this role regularly communicates with English-speaking policyholders in Quebec and must be able to advise them appropriately on insurance products)
Certification from another province is an asset

Benefits

Comp & perks

Competitive salary and bonuses that genuinely recognize your commitment
Leading group benefits with 100% premium coverage (excluding long-term disability), effective from day one
Defined benefit pension plan for a secure and reliable retirement
100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
Access to a wide range of learning resources, including LinkedIn Learning for professional development
Flexible work options, remote or hybrid
Opportunities for advancement to realize your full potential

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

AMF certificationexperience in auto insuranceexperience in personal property insuranceintermediate proficiency with Microsoft Officeexperience using Epicexperience using Salesforceexperience with corporate portals

Soft Skills

excellent communication skillsstrong problem-solving skillstime-management skillsorganizational skillsability to handle client issuesability to build relationshipsability to foster trustability to contribute to business improvement

Certifications

AMF certificationcertification from another province