Job Description

Company Description
Who We Are With every job, there\xe2\x80\x99s always the question of \xe2\x80\x9cwhy\xe2\x80\x9d. Why join a company? Why be part of their mission? Here, the why is easy. It\xe2\x80\x99s because at some point, we\xe2\x80\x99ve 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\xe2\x80\x99ll Do: Reporting to the Senior Manager, Hole-in-One and Prize Indemnity Program, you\xe2\x80\x99ll be responsible for providing information and administrative support to the Lifestyle Sales and Service department. This involves resolving customer issues, enhancing the departments\xe2\x80\x99 customer service effectiveness and providing administrative assistance to the Brokers and Managers. The core parts of your role will be to:

• Processes daily correspondences, which include reviewing, sorting, completing and routing incoming department correspondence. Initiates communications, as required.
• Reviews and responds accordingly to customer and third-party requests. This includes, but is not limited to, contacting clients and third parties for additional information, assisting with walk-in clientele and returning messages.
• Initiates communications and follow up requirements to clients and appropriate parties to request or verify information as required. This includes following established department procedures.
• Reviews all new business applications to ensure they are completed properly. Enters policy information and follow-up notes for outstanding documentation as required.
• Audits and updates policy information in the broker management system to ensure accuracy of data and policies.
• Completes administrative requests, which includes assembling information and documents, sending documents to clients, preparing client or prospect letters, and/or making changes to policies.
• Acts as a liaison between clients and Brokers. Responds to clients via email and website inquiries. Pre-qualifies risks, obtains necessary information to finalize sales, follows up on expiry dates, screens and follows up on leads generated from marketing campaigns.
• Responds to telephone inquiries and written requests. This includes answering general account inquiries, processing billing changes directly on the carrier\xe2\x80\x99s online system, and assessing risk according to binding requirements and client payment history.
• Processes policy cancellations and reinstatements as requested by clients and underwriters.
• Completes invoicing functions and manually transacts invoicing for specific carriers.
• Manages agency bill policies for specific carriers, sending pre-bill letters and ensuring that payment is collected and that documents are issued in a timely manner.
• Provides quality service while adhering to customer service standards and keeps information confidential to protect operations.
• Performs other duties within competence, as assigned.

Qualifications
Let\xe2\x80\x99s Talk About You: This is the unique blend of skills and experience we would love to see in an ideal candidate:

• A secondary school diploma.
• RIBO license or willingness to obtain it in the future.
• A minimum of one year\xe2\x80\x99s experience in an office environment.
• A minimum of one year\xe2\x80\x99s 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.

We also consider your potential. If you know you have what it takes to do the job, but your experience doesn\xe2\x80\x99t 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.
Additional Information
Some of the Perks We Offer: We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness supports to set you up for every success in and outside of work. Here are just some of the reasons you\xe2\x80\x99ll love working here:

• Rewarding salary and bonuses that truly value your dedication
• Industry-leading group benefits with 100% premium coverage (excluding LTD) that start on your first day
• Defined benefit pension plan for a financially confident retirement
• 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
• Flexible work-from-home and hybrid options
• Unlock your potential with opportunities for advancement

Let\xe2\x80\x99s work together! If you are interested in this opportunity, please apply online. 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. #LI-Hybrid