Assistant Manager, Individual Insurance Sales

Posted 18 Days Ago
Be an Early Applicant
Waterloo, ON
Entry level
Edtech
The Role
Assist in managing staff and organizing work processes, implementing quality principles for operational improvements, preparing annual budgets, managing performance, and responding to customer inquiries to drive sales and ensure service quality.
Summary Generated by Built In

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 Manager, Sales, you’ll be responsible for assisting in managing staff and organizing and monitoring work process.

The core parts of your role will be to: 

  • Apply quality principles and practices to establish a strategic approach and improve the organization’s operations and productivity. This includes managing processes to support the organization’s strategic direction and communicating, facilitating and supporting necessary changes for continuous improvement.

  • Assist in establishing strategic initiatives and accomplish financial objectives. This includes gathering pertinent business, financial, service, and operations information and forecasting requirements to prepare an annual budget and schedule expenditures.

  • Provide information to the Sales Manager including annual objectives, business opportunities, results, trends, and competitive information.

  • Assist in managing the department and coordinate activities to achieve operational efficiency while adhering to the strategic plan. Analyzes needs and directs changes as required.

  • Increase management’s effectiveness. This includes recruiting, selecting and training individuals, communicating strategies and objectives, and providing workers with the necessary resources to perform individual job responsibilities efficiently.

  • Assist in leading the performance management process by communicating job expectations and tracking progress of individual activities and effectiveness. This includes determining team and individual goals, offering job coaching, training, monthly meetings, motivation and support to help employees meet objectives and quality requirements, reviewing progress, and offering feedback as required.

  • Attract new business. This includes responding to members’ questions or complaints, initiating new business through incoming phone calls, mailings and cross-marketing initiatives, and provides feedback with regards to preparing the new business inserts for client policy kits.

  • Resolve product or service problems and member complaints as required. This includes clarifying the complaint, determining cause, selecting and explaining the best solution, making recommendations to management, and following-up to ensure resolution.

  • Support staff by responding to daily operational and sales questions from the sales representatives, clarify information, and provide direction and counseling as required. Provides necessary data and assists the Broker Sales and Service Representatives with home and auto presentations, seminars, etc.

  • Determine responsibilities and functions that require assignment of sales representatives and sales administration representatives to special projects.

  • Tabulate the sales standards data monthly. This includes requisitioning bonus payments and maintaining the year-to-date figures for management.

  • Provide information and resolve user problems relating to system errors and general accounting errors. Conducts sales client surveys.

  • Perform other duties within competence, as assigned.

Qualifications

Let’s Talk About You: 

  • This is the unique blend of skills and experience we would love to see in an ideal candidate:
  • A university degree in business or completion of AIIC/CIP designation.
  • An RIBO license or willing to obtain
  • A minimum of two years’ experience in a supervisory role.
  • A minimum of 5 years’ experience in a call center environment
  • A minimum of three years’ in a sales role.
  • 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, with knowledge of Salesforce being an asset.
  • The ability to communicate in French is considered an asset.

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:

    • 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
    • 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.

    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

    The Company
    Waterloo, Ontario
    787 Employees
    On-site Workplace
    Year Founded: 1977

    What We Do

    At OTIP, we not only understand the education system, we believe in it. Owned by Ontario’s four education affiliates (AEFO, ETFO, OECTA and OSSTF) and directed by a Board of Trustees, OTIP was built on the belief that educators would be better served by a not-for-profit insurance advocate that was part of the teaching community. This remains our philosophy today. We are committed to providing insurance benefits that offer the very best value to our members. Our deep understanding of the education community enables us to provide personalized, high-touch service solutions that meet and exceed expectations. Today, OTIP has grown to over 600 employees and now provides a full range of group and individual insurance products to not only education employees, but other union organizations as well. OTIP believes in community from the inside out. We support the communities in which our members live and work through charitable programs such as the OTIP Bursary Program, OTIP Sponsorship of School Projects and Initiatives, OTIP Community Fund and OTIP Teaching Awards.

    Similar Jobs

    Magna International Logo Magna International

    Manager, Professional Practices, Internal Audit (18-Month Contract)

    Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
    Hybrid
    Aurora, ON, CAN
    171000 Employees

    Magna International Logo Magna International

    Environmental Due Diligence and Property Risk Specialist

    Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
    Hybrid
    Aurora, ON, CAN
    171000 Employees

    Magna International Logo Magna International

    Co-op Placements

    Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
    Hybrid
    Penetanguishene, ON, CAN
    171000 Employees

    Magna International Logo Magna International

    Standards and Compliance Coordinator

    Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
    Hybrid
    Penetanguishene, ON, CAN
    171000 Employees

    Similar Companies Hiring

    Academia.edu Thumbnail
    Software • Social Impact • Information Technology • Edtech • Digital Media • Consumer Web
    SAN FRANCISCO, CA
    110 Employees
    Campus Thumbnail
    Edtech
    New York, NY
    143 Employees
    ReUp Education Thumbnail
    Social Impact • Edtech
    Austin, TX
    145 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account