Bilingual Sales Broker, Ottawa

Bilingual Sales Broker, Ottawa

 Comma Recruitment are looking for a Bilingual, RIBO licensed Sales Broker, responsible for selling personal line insurance products or services through the achievement of opportunity-based sales quotas.

The Bilingual Sales Representative will reach business targets through excellent telephone sales and communications skills. This individual will also develop his or her phone-based revenue generation through the creation of sales leads, initiation of prospect calls, and establishment of ongoing rapport with existing and potential customers. Integrity, vision, and passion are essential for this role.

Responsibilities:

• Tailoring interactions by utilizing emerging technology solutions, phone, and email as well as meeting with walk-in customers.
• Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.
• Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated.
• Creating a trusting environment that fosters new sales opportunities and retention of existing business. Building and fostering a network of referrals to create new opportunities for revenue growth.
• Actively participating within the team unit and independently to continuously contribute to overall business improvement.
• Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.
• Accurately processing account changes, 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.

Qualifications:

• RIBO license, or willing to obtain within the first 60 days of employment. AMF licensing is considered an asset.
• A minimum of three years’ customer sales and service experience, preferably in personal lines, automobile or property insurance.
• Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
• Superior time management and organizational skills to handle competing priorities.
• Intermediate knowledge of Microsoft Office Suite applications.
• The ability to fluently communicate in both English and French is required.

Please forward resume to [email protected]   

Pension Supervisor

Comma Recruitment are looking for a Pension Supervisor who is an energetic, highly motivated, technologically adept/innovative individual, who enjoys juggling multiple priorities, and has a passion for providing excellent client service.

This is a newly created role, that will report to the Pensions Manager. The Pension Services team includes 10-12 pension administration staff who will report into this role.  The successful candidate will be responsible for the following:

• Monitoring pension application activity for all Clients – ensuring service delivery targets are achieved, member requests are being appropriately actioned, and workload is evenly distributed amongst the pension administration team.
• Prepare weekly/monthly department dashboards (in Excel) articulating volume of processing per client, and individual staff performance.
• Maintaining, and further developing a Client/Member-first culture focused on ensuring a positive client experience.
• As required, handle the processing of sensitive and critical pension transactional activities (i.e. terminations, retirements, marital disputes, and pre/post retirement deaths)
• Manage the onboarding of new staff, including the development of an individualized training program, to ensure development needs are achieved by expected timelines.
• Support the Manager in ensuring all administrative processes and procedures support the effective and efficient delivery of quality services to all our clients and members.
• Support the Manager in handling employee relations issues when they arise.
• Lead the annual pension statement project, ensuring member statements are produced accurately and delivered to members within established timelines approved by the executive team and in compliance with all legislative regulations.
• Develop and maintain a pension department knowledge guide – outlining procedures related to processing of pension transactions for each client.
• Participate in client meetings and presentations as required.
• Assist with special projects, as required.

Qualifications:

• Progressive pension administration experience with demonstrated expertise in handling of retirement/termination calculations
• Previous leadership experience in a relevant role
• Strong written and verbal communication skills
• High proficiency with Microsoft Office
• Industry designation in employee benefits (e.g. PPAC and/or CEBS) is an asset

A great fit for this role will have skills and experience that resonate with the following statements:

1. Actively engaged in day to day pension plan administration activities related to benefit calculations and associated member communications.
2. Strong, highly effective oral and written communication skills, with an attention on ensuring information communicated to Clients/Members is both compliant, yet more importantly easily understood by the member.
3. Brings a “Digital First” mindset and approach to pension administration, leveraging technology to find efficiencies.
4. Knowledge of applicable pension legislation (e.g. Pension Benefits Act, Income Tax Act, Family Law Act. Etc.).
5. Excellent analytical and mathematical aptitude, with an attention to detail, and ability to manage multiple tasks simultaneously.
6. Extremely adept in the usage of Microsoft Excel to build/design reports and dashboards to measure productivity, compliance, and quality levels.
7. A goal-oriented individual, with sound problem solving and decision-making skills, while managing Client/Member relationships.
8. Self- starter with a commitment to personal development / continuous learner, who works well with others, and takes accountability for their work outcomes.
9. Ability to work from home (dedicated space that allows for viewing and discussion of confidential private information).

Please forward resume to [email protected]