Sales Coordinator/Customer Service/Data Entry

4 weeks ago


Vaughan ON, Canada Masters Insurance | Financial Full time

Sales Coordinator Employment Status: Full-Time, Permanent
Location: Vaughan Office - 7501 Keele Street, Suite 400, Vaughan ON, L4K 1Y2

Established in 1966, Masters Insurance is one of Ontario’s largest, independently owned brokerages that specializes in insurance and bonding solutions for the construction and development industries. As a rapidly growing company with an enduring passion for supporting our businesses, and our communities, we also offer personal and commercial insurance, group benefits and financial planning services.

As a Sales Coordinator, you will be responsible for supporting Partners and Account Executives with sales funnel activities within the Salesforce or HubSpot platform. Generous health and dental benefits program, including Healthcare Spending Account
Robust Group Retirement Savings program with company matching
Reimbursements of license fees and professional membership dues
Full support of continuing education and growth opportunities, including career mentorship with senior management
Opportunities to give back to our communities through philanthropic programs
Discounts to gym membership and select local retailers

Masters assist employees by paying for work related courses, as well as annual licensing and designation fees

Responsible for the administration and coordinating the sales funnel within Salesforce or HubSpot including:
following company sales strategies, identifying and valuing leads;
and reporting on the sales funnel.
Identify and implement improvements in current workflows and processes to improve sales funnel efficiency;
Manage data within Salesforce or HubSpot, including importing, exporting and updating records;
Design and build reports and dashboards to provide insights into business performance and identify areas for improvement;
Configure and manage advanced analytics features ensuring data accuracy and integrity.

Minimum of 1-2 years of Salesforce Administration experience
Proficiency in configuring and customizing Salesforce or HubSpot
Insurance knowledge is an asset
Any certifications (Administrator, Advanced Administrator) or equivalent are an asset (Masters Insurance will support acquisition of these certifications for the successful candidate)
Good knowledge of the MS Office Suite (Excel, Outlook and Word)
We will accommodate the needs of applicants in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act throughout all stages of the recruitment and selection process.



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