Sales & Service Administration Representative, Shared Services (Western) 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. Join us as we grow our way into a future that reimagines what it means to deliver meaningful advantages support and service. Reporting to the Assistant Manager, Shared Services, you will be responsible for representing Orbit's professional image through exceptional client service and administrative support.

In this role, you will provide administrative assistance to management, Sales and Service Representatives, and clients, helping to enhance the overall effectiveness and efficiency of the organization. Process daily correspondence, including reviewing, sorting, scanning, and routing incoming documents. Be logged into the administrative phone skill and provide support to clients with payment processing, documentation requests, and general inquiries.

Assist clients with navigating the Orbit Client Portal and accessing available self-service features. Manage and triage the regional shared email inbox by sorting, distributing, and responding to broker support requests. Process and transact new policies in the Applied Epic Broker Management System (BMS) for carriers whose policies do not download automatically, ensuring policy information is entered accurately and documentation is completed in a timely manner.

Deliver exceptional customer service by adhering to service standards and maintaining strict confidentiality. Enter policy information and document follow-up activities for outstanding requirements. Audit and update policy information within the broker management system to ensure data integrity and policy accuracy.

Process policy changes, including billing adjustments, directly through carrier online systems while ensuring compliance with underwriting and binding requirements.



Process policy cancellations and reinstatements as requested by clients and insurance carriers. Perform additional administrative and support duties as assigned within the scope of the role.

Intermediate proficiency in Microsoft Office Suite applications, including Outlook, Word, and Excel.

Experience working with Applied Epic is considered an asset. Knowledge of insurance carrier portals and online systems is considered an asset. Previous experience in an insurance brokerage or administrative support environment is considered an asset.

Flexible work arrangement, including in-office, hybrid, or remote work options. Ability to occasionally adjust work hours to support operational requirements. Flexibility to work overtime as needed. This position offers a competitive salary within a range from $44, 581 to %61,299, along with rewarding bonuses that recognize your dedication.

At the OTIP Group of Companies (OGC), we value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time.

We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work. Defined benefit pension plan for a financially confident retirement ~Flexible work-from-home and hybrid options ~ OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services. Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to.

This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities. Together, this includes fostering a diverse, equitable and inclusive environment for all.

📌 Sales & Service Administration Representative, Shared Services (Western) (Edmonton)
🏢 Orbit Insurance Services
📍 Edmonton