Sales Coordinator - Toronto, Canada - FIRST Insurance Funding of Canada

FIRST Insurance Funding of Canada

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation.

We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $50 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

Health Benefits: including medical, dental, vision, life, and health spending account
Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
Education Benefits: education reimbursement and ondemand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?

We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility

What You'll Do

Job Description Summary

Essential Duties and Responsibilities:

Build internal working relationships and coordinate the involvement of company personnel including; sales, operations, finance, and management resources in order to meet account performance objectives and account setup expectations
Onboard new partner activations to the point of execution and activation with internal communications of new terms and conditions
Coordinate and understand partner requests to ensure that account changes and requests are met and implemented
Build strong relationships with key internal colleagues, representing the sales team in a professional manner
Assist in Training RM's and AM's to use FIRST Canada's Sales platforms to improve reporting and account management
Onboard new credit card merchant account activations and ensure educations by the RM's on rollout. This will include Credit Card reporting on a monthly basis
Occasionally accompany the CSO to clientfacing meetings
Provide internal sales communication and support training the sales team
Provide CSO support on events and month end reporting tasks
Proactively assess, clarify and validate customer needs on an ongoing basis
Ongoing duties will also include: Policy Works configuration, BMS Link and Connect form creation, BMS Group creation, Portfolio Support and Onboarding, Expense management with concur.

Knowledge / Skills / Abilities Required:

Strong organizational and time management skills; able to effectively manage multiple priorities in a fast-paced environment
Accuracy and attention to detail
Strong interpersonal skills with a positive, proactive, 'can do' attitude
Accountable for results
Ability to work as part of a team
Strong communication skills both verbal and written
Desire for continuous learning
Proficient in Microsoft Office (Outlook, Word and Excel)
Knowledge of FIRST Canada systems (First InSite, Connect, Salesforce) is a plus

Training / Education / Experience Qualifications:

University/college degree is preferred
35 years business experience, preferably in project management, service or support.
Sales Administrator experience and asset
Understanding of commercial insurance policies an asset
Experience with insurance brokering network an asset

LI-HYBRID