- Processing daily correspondences, which include reviewing, sorting, completing and routing incoming department correspondence.
- Initiating communications and follow up requirements to clients and appropriate parties to request or verify information as required. This includes following established department procedures.
- Reviewing all new business applications to ensure they are completed properly. Enters policy information, follow-up notes for outstanding documentation as required and processes policy cancellations.
- Auditing and updating policy information on the broker management system and company portals to ensure accuracy of data and policies.
- Completing administrative requests, which includes assembling information and documents, and/or making changes to policies.
- Acting as a back-up for the Receptionist.
- Greeting visitors in person or by telephone, and answering or refering inquiries, as required.
- Directing visitors using the employee and department directories.
- Answering incoming telephone calls or emails, transferring calls, and monitoring the lines.
- Taking client payments and applying them accordingly.
- Authorizing receipt of special deliveries and distributing documents to appropriate personnel, as required.
- Organizing work by reviewing, sorting and routing incoming department correspondence, collecting information, forwarding cheques to the respective insurance carriers and initiating communications, as required.
- Keeping information confidential to protect operations.
- Performing other duties within competence, as assigned.
- A secondary school diploma.
- A minimum of one year's experience in an office environment.
- A minimum of one year's experience in the insurance industry or a related field is considered an asset.
- 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.
- Experience working with Applied Epic and insurance company portals is an asset.
- 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)
- Access to a wealth of learning resources, including LinkedIn Learning for professional development
- Unlock your potential with opportunities for advancement
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Sales and Service Administration Assistant - Beaverton, Canada - OTIP RAEO
Description
Company 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.
Job Description
What You'll Do:
Reporting to the RV Program Sales and Service Manager, you'll be responsible for:
Qualifications
Let's Talk About You:
This is the unique blend of skills and experience we would love to see in an ideal candidate:
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.
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'll love working here:
Let's 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.
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