Job Sales Representative - Home & Auto Insurance, Ottawa

Job Description

What You’ll Do:

Reporting to the Assistant Manager, Sales , you’ll be a member of the National Home and Auto Sales Team quoting & selling personal insurance products by establishing contact with new client leads generated through a multitude of sources, developing relationships with prospects, answering incoming communications, following-up on expiry date lists, re-quoting prospects from previous years & cancelled files, and contacting leads assigned to you.

The core parts of your role will be to:

• Identifying opportunities to sell additional lines of business in our well-established client base then contacting the client to present the offer.
• Creating a trusting environment that fosters referrals, new sales opportunities, and retention of existing business.
• Actively participating within the sales team and independently to continuously contribute to overall business improvement.
• Actively owning and resolving all customer inquiries, while ensuring the customers efforts are minimized.
• Accurately processing account changes when required, 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.
• Maintaining a current EPIC base and promptly following up on all client communications. Orbit generates a large volume of leads for our sales representatives.
• Maintaining an accurate log of quotes completed, sales completed, days worked and any other measurements pertaining to monthly reporting requirements.
• Keeping up to date on company underwriting guidelines and changing markets. We primarily broker with Aviva, Intact, Economical & Pembridge, along with a handful of specialty markets.
• Performs other duties as required.