Sales & Service Manager

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 VP Lifestyle Insurance, you'll be responsible for managing employees, planning and evaluating department activities, and managing performance of all team members. Client retention is a key focus of this job. Growing the client base is also a key focus of the job.

The Core Parts Of Your Role Will Be To

• Ensures efficient and effective operation of the Marine Sales & Service department, which includes setting targets, analyzing and responding to call centre performance data such as customer satisfaction and service results, coordinating workflow and communicating with other managers within the department.
• Maintains acceptable service levels for the business unit to align with corporate standards. Actively manages ACD to meet client expectations regarding authorization of “available time”, work “off phones”, outgoing calls, lunch times and vacations.
• Focuses on retention. This includes responding to clients’ questions, concerns or complaints, ensuring customer expectations are met and managing customer satisfaction according to corporate standards ensuring CSAT results are achieved.
• Responds to escalated customer complaints, ensuring appropriate action is taken and working with required stakeholders to address the issue brought forward.
• Ensures call centre operational standards, customer service, policies, programs and procedures are maintained at all times. Identifies areas for improvement within the call centre and makes recommendations for continuously improving excellent customer service.
• Attracts new business. This includes responding to clients’ questions, concerns or complaints, and initiating new business through incoming calls, and cross-selling initiatives. Works with Marketing and Business Development teams to build plans to increase lead generation and sales.
• Works with key sales stakeholders to co-develop and implement strong and consistent sales processes.
• Supports strategic initiatives and accomplishes financial objectives. This includes gathering pertinent business, competitive, financial, service and operations information, and collecting forecasting requirements to prepare an annual budget and schedule expenditures and manages to it.
• Applies quality principles and practices to establish a strategic approach and to 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.
• Implements 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 and training; conducting monthly one-on-one meetings; motivating and providing support to help employees meet objectives and quality requirements; reviewing progress; and offering feedback as required.
• Fosters high performance and leads the team with a clear focus on reducing customer effort and addressing customer issues. This includes recruiting, selecting and training individuals; communicating strategies and objectives; and providing team members with essential resources for performing individual job responsibilities efficiently and effectively. Ensures team members meet their targets to achieve overall organizational growth.
• Enforces the adherence to in-house policies to maintain the brokerage’s good standing. Works with the Corporate Licensing Coordinator to ensure all regulatory paperwork is filed in accordance with the relevant provincial regulators.
• Represents the brokerage with other insurance companies within the insurance community. This includes maintaining communication and resolving procedural and underwriting problems as required. This also includes holding regular meetings to discuss results, negotiate promotions and potential changes.
• Provides information to the VP, Lifestyle including annual objectives, business opportunities, results, trends, and competitive information. This also includes tabulating the sales and service standards data monthly and maintaining year-to-date figures.
• Maintains professional and technical knowledge by attending workshops, reviewing professional publications, establishing personal networks in insurance, benchmarking best-in-class practices, and participating in professional associations.
• Performs 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 a related subject; or equivalent insurance designation (CAIB, CIB, CIP, FCIP, or CPIB).
• RIBO licence is required (other licensing would be considered an asset).
• A minimum of four years’ experience in a supervisory role.
• A minimum of three years’ experience in the property and casualty Leisure and Lifestyle industry specializing in marine insurance, including underwriting experience.
• 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 The General.
• The ability to communicate in French is 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.