Customer Service Insurance Broker - Westaskiwin, AB - Hybrid

Who We Are With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us. At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service. What You’ll Do: Directs or responds to telephone inquiries and written requests. This includes processing changes directly into the computer system, applying proper underwriting standards, assessing risk according to binding requirements. Resolves product and service problems. This includes clarifying member/client complaints, determining cause, selecting and explaining the best solution, expediting correction, following-up to ensure resolution, and making recommendations to management as required. Files documents and records of insurance transactions and maintains and updates current rate manuals for all markets as received, including new coverage announcements. Maintains a comprehensive log and diary system, reviewing and flagging contentious issues for discussion with management as required. Completes endorsements, renewals, rewrites, remarkets and cancellations on applicable systems, as required. Reviews renewals from Alternate Markets Carriers as required, and sends supporting documentation to member/client. Provides assistance to other Service team members, by coaching and counseling employees on alternate market availability, rules and guidelines. Provides quality service while adhering to customer service standards and keeps information confidential to protect operations. Attracts potential members/clients which includes answering questions and providing information regarding products and services, obtaining ex-dates, and meeting or surpassing ex-date objectives to increase sales potential. Performs other duties within competence, as assigned. Let's Talk About You An AIC license is required (level one). Three years’ experience in personal lines, automobile and property insurance. Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders. Excellent problem-solving skills and ability to handle customer issues in a pleasant and positive manner. Superior time management, project management and organizational skills to manage competing priorities. Intermediate knowledge of Microsoft Office Suite applications and knowledge of EPIC and Portal would be an asset. The ability to communicate in French is considered an asset. Working towards a CAIB 1 designation would be considered an asset. Working Conditions: General call centre environment. Hybrid role - three days in the office. Salary Range: Min: $52,454 to $72,096 This position offers a competitive salary along with rewarding bonuses that recognize your dedication. At the OTIP Group of Companies (OGC), we value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time. Some of the Perks We Offer: We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here: Defined benefit pension plan for a financially confident retirement 100% coverage of approved continuing education and licensing fees Access to a wealth of learning resources, including LinkedIn Learning for professional development Flexible work-from-home and hybrid options Unlock your potential with opportunities for advancement Let’s work together! If you are interested in this opportunity, please apply online. The OTIP Group of Companies (“OGC”) is a group of affiliated organizations operating under a shared purpose and values. OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services. Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to. This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. All hiring decisions include human review. OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities. As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique. We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted. #IND-HP The OTIP Group of Companies (“OGC”) is a group of affiliated organizations operating under a shared purpose and values. OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services. Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to. This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. All hiring decisions include human review. OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities. As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique. We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

The role involves managing insurance inquiries, processing policy changes, and applying underwriting standards to assess risk. Additionally, the broker will resolve client service issues and maintain accurate records of insurance transactions.

Candidates must hold a level one AIC license and possess at least three years of experience in personal lines, automobile, and property insurance. Strong communication, organizational, and problem-solving skills are essential for managing stakeholder relationships and competing priorities.

• Defined benefit pension plan • Continuing education coverage • Licensing fee coverage • Learning resources • Mental wellness support • Flexible work-from-home options • Bonuses

• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Gestion du tempsSouhaitée
• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Insurance underwriting
• Customer service
• Risk assessment
• Problem solving
• Time management
• Project management
• Communication skills
• Microsoft Office Suite
• EPIC
• Portal
• Insurance renewals
• Policy endorsements
• Conflict resolution
• Workplace Inclusivity
• Organizational Skills
• Artificial Intelligence
• Underwriting
• Management
• Customer Service
• Textiles
• Communication
• Sales
• French Language
• Problem Solving
• Project Management
• Microsoft Office
• Operations
• Property Insurance
• Coaching
• Time Management

• Customer Service & Support
• Finance & Accounting
• Insurance Broker
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Présence au bureau

3 jours par semaine