Careers Insurance

With a reputation for the development of innovative insurance and financial product and service solutions, Oegema Nicholson & Associates welcomes serious inquiries from professionals who share our company’s core values.

Available Positions

• Account Manager, Personal Lines, Woodroffe/ Manotick/Orleans
• Account Executive Almonte Office
• Technical Assistant, Personal Lines, Woodroffe
• Account Manager, Personal Lines, Woodroffe office
• Technical Assistant, Personal Lines, Orleans

Interested candidates are invited to submit their resumes in confidence to joegema@ona.ca

Account Manager, Personal Lines, Woodroffe/ Manotick/Orleans

Position Overview

Build lasting long-term business relationships by developing trust and providing consistent personalized financial service to meet client needs. Provide potential and existing clients with professional advice and financial solutions to reach their goals. Maintain quality relationships with all clients by educating them on insurance matters and providing well-rounded advice based on individual needs. Identify growth opportunities and generate referrals in order to grow your business.

Role and Responsibilities

• Collect client payments
• Draft written correspondence including emails, memos, and letters
• Attend to and follow up on emails and phone calls
• Print email correspondence and attach to client files
• Refer overflow quotes to another office or to producers
• Quote and remarket various policies
• Use Company Portals to complete endorsements, make payments and issue new business.
• Enter payments into ac

Qualifications and Experience

• High School Diploma + Registered Insurance Brokers of Ontario License (RIBO) + CAIB & AIIC is an added plus
• Data search and entry
• Create and modify written correspondence and documents
• Entry of data to Company portals
• Use of specialized management system software (Power Broker, Applied Systems, Broker quoting system)
• MS Office Applications
• 3 to 5 years Personal Lines experience

Account Executive Almonte Office

Job Description

ONA has an opening for an Account Executive to join our dynamic team.

An Account Executive sells Personal and Commercial Insurance products by generating new clients and meeting sales targets. Develops business relationships with clients by analyzing, quoting, recommending coverage and, placing and servicing new business while maintaining high levels of retention.

General Duties:

• Sell new business, up-selling and cross-selling insurance products and services
• Service existing clients
• Assist in the development of New Business
• Complete new applications
• Quoting and marketing new business, performing risk interviews and assessments
• Follow up on daily expiration dates, prospective clients and all quotes not bound
• Respond to customer inquiries for both new and existing clients
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives and professional development required of the position

Job Type: Full-time

Required license or education:

• RIBO License

Required experience:

• RIBO
• Sales Experience

Technical Assistant, Personal Lines, Woodroffe

Position Overview

Role and Responsibilities

• Draft standard letters to customers
• Data entry in Power Broker, Policy Works and company portals
• Process renewals, new policies and endorsements
• Open, stamp and sort incoming mail
• Prepare and post outgoing mail
• Answer phones and transfer calls to employees
• Organize and retrieve files
• Invoice premium amounts when applicable

Qualifications and Experience

• Data search and entry
• Create and modify written correspondence and documents
• Data entry to company portals
• Use of specialized management system software (Power Broker)(Policy Works)
• MS Office Applications
• Excellent oral, written and interpersonal communication skills
• Reading and comprehension of insurance wording and company manuals
• 1 year of administrative and/or broker support experience

Account Manager, Personal Lines, Woodroffe office

Position Overview

Role and Responsibilities

• Review incoming mail and organize by priority
• Issue policy change requests and cancellation requests and submit to insurers, following up where required
• Submit New Business applications/binders to insurers, following up for policies as required
• Review for accuracy and transact policy changes, cancellations, renewals and new business and send to insureds with appropriate correspondence
• Issue certificates of insurance/confirmations of coverage as required
• Market New Business to various insurers
• Re-market renewals to various insurers
• Review policies and recommend coverages to existing clients

Qualifications and Experience

• High School Diploma
• Registered Insurance Brokers of Ontario license (RIBO)
• CAIB, CIP or other insurance designation preferred
• Advanced knowledge of insurance markets and reference to markets
• Reading and comprehension of specialized and detailed materials such as: agreements, contracts, leases, policy wording
• Excellent customer service skills
• Sales Skills
• Interpersonal communication skills

Technical Assistant, Personal Lines, Orleans

Position Overview

Assist the Personal Lines Department in achieving service level objectives as needed. Support the Personal Lines Team in providing exceptional service to new and existing clients. Verify product efficiency and performance to ensure quality outputs.

Role and Responsibilities

• Draft standard letters to customers
• Data entry in Power Broker and company portals
• Process renewals, new policies and endorsements
• Home evaluators
• EDOCS – sorting/printing documents
• Telephone reception
• Open, stamp and sort incoming mail
• Prepare and post outgoing mail
• Answer phones and transfer calls to employees

Qualifications and Experience

• High School Diploma
• Data search and entry
• Create and modify written correspondence and documents
• Data entry to company portals
• Use of specialized management system software (Power Broker)
• MS Office Applications

Administrative Assistant (3 month contract position for which may be extended)

Individual reports to the “Administrative Coordinator”, the President and senior staff members. Assists “Group Benefits Coordinator and Administrative Coordinator” and provides service to clients and liaise with insurance providers

Must demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both client and staff. Your positive outlook and professionalism are prerequisites to work with our dynamic team.

Role and Responsibilities

• Data Processing
• Receive inbound calls and handle inquiries from clients
• General administrative tasks will be assigned daily
• Provide professional customer service at all times
• Maintain accurate and organized up to date computerized client files

Qualifications and Experience

• Pleasant telephone manner
• Desire to exceed customer expectations
• High attention to detail and accuracy
• Exceptional interpersonal skills and ability to work successfully with a team as well as independently
• Ability to multi-task between a variety of tasks in a fast paced environment
• Proficient in Microsoft Office products
• Ability to navigate multiple web based platforms simultaneously
• Excellent written and verbal communication skills in English
• Working knowledge of office equipment such as printer/scanner