Sales Support Specialist
3 weeks ago
Job Title: MPP Sales Support Specialist
Location - Waterloo ON
Job Summary: The MPP Sales Support Specialist provides comprehensive technology and sales support for various Broker Tools platforms. In this role, you will assist Mortgage Brokers, Business Development Managers, and Lenders to enhance productivity, client relationships, and the quality of MPP/CSP insurance applications.
Typical Day in Role:
- Deliver industry-leading customer service through both phone and email channels, promptly handling inquiries, and ensuring timely follow-up to resolution.
- Set up and support both Lender and Broker profiles as required for participation in MCI programs.
- Provide business support for Mortgage Protection Plan processes to Mortgage Brokers, Lenders, and Sales team members. This includes responding to inquiries about policies, compensation, sales tips, licensing, and product training.
- Partner with the Sales team on broker training presentations.
- Troubleshoot all issues escalated from either Brokers or Sales and ensure timely communication to Production Support as necessary.
- Propose ongoing suggestions for process and technology improvements.
- Collaborate across different teams on all business initiatives.
- Act as a resource for other department inquiries.
Candidate Requirements/Must Have Skills:
- 2+ years of experience in customer service or administrative roles.
- Strong communication, interpersonal, and analytical skills. This role requires regular communication with mortgage brokers/lenders.
- Proficiency in MS Office, CRM systems like Salesforce, and data entry.
Required Soft Skills:
- Excellent customer service and communication skills.
- Ability to manage multiple priorities independently in a fast-paced environment.
- Detail-oriented with strong problem-solving abilities.
- Capable of working both independently and within a team.
- Ability to effectively work in a customer service environment.
- Team-oriented but also able to work well independently.
- Flexible in taking on new tasks and responsibilities to support the sales team.
Nice-to-Have Skills:
- Experience in the Mortgage Creditor Industry is a plus.
- Bilingual French/English skills are an asset but not required.
Education:
- Postgraduate education or relevant experience.
- Certifications: n/a
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