Ontario Teachers Insurance Plan (OTIP)

Company Description

OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization. We are committed to putting our people first by fostering a positive and inclusive work environment, providing a competitive total compensation package and investing in career development. Our Broker Shared Services team is currently looking for a:

Sales & Service Administration Representative

Job Description

Processes daily correspondences, which include reviewing, sorting, completing and routing incoming department correspondence. Initiates communications, as required.

Reviews and responds accordingly to customer and third party requests. This includes, but is not limited to, contacting members and third parties for additional information, assisting with walk-in clientele and returning messages.

Initiates communications and follow up requirements to members and appropriate parties to request or verify information as required. This includes following established department procedures.

Reviews all new business applications to ensure they are completed properly. Enters policy information and follow-up notes for outstanding documentation as required.

Audits and updates policy information on the broker management system to ensure accuracy of data and policies.

Completes administrative requests, which includes assembling information and documents, sending documents to members, preparing member or prospect letters, and/or making changes to policies.

Acts as a liaison between members and Brokers. Establishes contact and develops relationships with education affiliate prospects and members. Answers incoming telephone calls using the Automatic Call Distributor (ACD). Pre-qualifies risks, obtains necessary information to finalize sales, follows up on expiry dates, screens and follows up on leads generated from marketing campaigns. Processes and distributes online quotes as the primary Lead Coordinator.

Responds to telephone inquiries and written requests from both internal and external stakeholders. This includes answering general account inquiries, processing billing changes directly on the carrier’s online system, and assessing risk according to binding requirements and client payment history.

Processes policy cancellations and reinstatements as requested by members and underwriters.

Provides quality service while adhering to customer service standards and keeps information confidential to protect operations.



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.

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 experience with broker management systems.

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

Hours of Work:

Offering Student Part-time hours

What we offer:

Flexible hybrid work arrangement

Competitive salary and bonus structure

Industry-leading employer-paid group benefits that start on your first day

Defined benefit pension plan

100% coverage of continuing education and licensing fees (including RIBO and AIC courses)

Opportunities for advancement

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 endeavour 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.


Ontario Teachers Insurance Plan (OTIP)

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