OTIP (Ontario Teachers Insurance Plan)

• 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

• Engage & Assist: Answer coverage inquiries, process policy changes, and ensure our members receive personalized, professional service every step of the way. • Resolve Challenges with Confidence: Handle concerns with care and professionalism - assessing issues, identifying solutions, and delivering resolutions that leave a lasting positive impression. • Be the Reason Members Stay & Grow: Build trust and connections by providing valuable insights into our insurance products and services, helping members make informed coverage decisions while identifying opportunities for growth. • Leverage Your Broker Expertise: Apply underwriting standards, assess risk, and ensure policies align with binding requirements - all while maintaining compliance with industry regulations. • Keep Things Organized: Process rewrites, maintain accurate records, and ensure all insurance transactions are efficiently documented and up to date. • Stay Informed: Work in a supportive, learning-focused environment where you'll collaborate with management, flag key issues, and stay ahead of industry developments.

• Identify clients' needs to recommend additional products • Schedule client outreach and follow-up • Present new products and services • Sell products and build long-term client relationships • Manage complex insurance files

• 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.

• Traiter les nouvelles demandes de modifications de contrat en assurance de particuliers par téléphone ou en entrevue avec le client • Voir à la satisfaction du client : informer et conseiller la clientèle en matière d’assurance • Offrir un service rapide et de qualité en offrant des produits à valeur ajoutée sur les contrats • Suivre les normes des assureurs à l’égard de la qualité des risques et des politiques de souscription • Réviser au quotidien les contrats afin de maintenir le taux de rétention exigé • Développer les ventes latérales en obtenant les dates d’expiration

• Provide information and administrative support to the Sales department • Resolve policyholder issues • Improve the department's customer service efficiency • Assist in managing brokers and representatives • Handle daily correspondence • Request reports on behalf of brokers • Initiate communications and ensure necessary follow-ups • Enter, audit and update policy information • Respond to administrative requests • Respond to incoming phone calls and emails • Make outbound phone calls or send emails