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$52k–$72k/yr
Full-time
professional certificate
Defined benefit pension plan, Continuing education coverage, Licensing fee coverage, Professional development resources, Mental wellness support, Flexible work-from-home options
Posted 22h ago
~40 hrs/week
Responsibilities
The representative will manage customer inquiries and sales through various digital channels while maintaining accurate account documentation. They are responsible for identifying customer needs, promoting insurance products, and resolving complex cases to ensure high retention.
Requirements
Candidates must hold a valid Ontario Registered Insurance Brokers (RIBO) license and possess at least three years of customer service experience in personal lines insurance. Proficiency in both English and French is required, along with strong organizational skills and familiarity with insurance software.
Full job description
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:
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.
Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.
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.
Let's talk about you:
Hold a valid Ontario Registered Insurance Brokers (RIBO) license.
A minimum of three years’ customer service experience, preferably 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.
Superior time management and organizational skills to handle competing priorities.
Intermediate knowledge of Microsoft Office Suite applications. Preference given to candidates with experience using Epic, Salesforce and Company portals.
The ability to communicate in French is required.
Working Conditions:
General contact centre and office environment.
Hybrid and remote options available.
We also consider your potential.If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.
Salary Range: $52,454 to $72,099
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.
Every industry and profession has its own special characteristics, just as individuals do. At Orbit, our seasoned team of expert brokers and managers takes those characteristics into account to design custom-tailored insurance programs that protect what matters most to our valued customers.
We are a nationally licensed brokerage, specializing in group insurance programs and offering a wealth of experience and expertise. Orbit Insurance Services is a proud member of the OTIP Group of Companies (OGC) – a group of organizations sharing the same commitment to servicing our members. Collectively, we are a community of many working towards one common goal: to provide exceptional service for our customers across Canada.
Our in-depth knowledge of the industry allows our team to anticipate trends while keeping both feet firmly planted in the realities of today’s market. We’re constantly evolving to keep pace with our clients’ changing needs.
When you join the Orbit team, you are joining a community of like-minded professionals where your opinions are valued and expected. You will have the opportunity to provide feedback on departmental goals, to work collaboratively with others, and to continuously improve your professional skills. Regardless of your role or your location, you are joining a community where every employee contributes to the evolution of our culture and our brand.
At Orbit, we take pride in our employee programs, including health and wellness initiatives, virtual and in-person social events and much more. Although our head office is located in Waterloo, Ontario, we offer a wide range of hybrid and permanent work-from-home options across Ontario, Quebec, and Alberta.
Offices: 125 Northfield Dr W, Waterloo, Ontario N2L 6K4, CA
How many Finance & Accounting jobs are open in Waterloo, Canada right now?
There are currently 259 open finance & accounting positions in Waterloo, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Waterloo, Canada?
Companies currently hiring include Sun Life, Manulife, Equitable, OpenText, Definity, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Waterloo, Canada?
Yes — 197 of the 259 open finance & accounting positions offer remote or hybrid work (3 remote, 194 hybrid).
How do I apply for Finance & Accounting jobs in Waterloo, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.