Sales Research and Appointment Coordinator

4 weeks ago

Cambridge, Canada Cowan Insurance Group Full time

Cowan Insurance Group is looking for a qualified **Sales Research and Appointment Coordinator** for our Commercial Lines Sales Team This role is reporting to the Commercial Sales Manager in Business Development. The** **Sales Research and Appointment Coordinator will be responsible for the continual identification and pursuit of sales opportunities for the company, coordinating sales appointments and follow up. The Sales Research and Appointment Coordinator will work with the Commercial Lines & Group Benefits business leaders to assist in creating opportunities for the sales teams and acquire new clients. You will be a brand ambassador for the company and have the dedication to provide support to the sales teams to deliver results. The goal is to drive sustainable growth through using data driven insights to connect our sales teams to the clients in their respective business areas.

**What you will do**:

- Support the sales strategy of the Commercial Lines ad Group Benefits business strategy that will initially be focused both on mid to large organizations.
- Research, identify & plan with the provided data on prospective clients, in which we have existing business relationships and or connections.
- Work with current staff and centre of influences, to identify which opportunities have an arms length connection, document, and plan strategy on next steps.
- Work closely with senior management on segment strategies as it relates to growing brand recognition and net new clients within our core industry sectors.
- Identify new internal and external referral sources and centers-of-influence.
- Coordinate with Commercial Account Executives and Group Benefits Consultants to schedule new client meetings.
- Conduct research to identify new markets and customer needs.
- Arrange business meetings with prospective clients when appropriate.
- Build long-term relationships both inside Cowan and in the community.

**What you will bring**:

- Proven working experience as a Business Development Representative, Sales Executive or similar role
- Knowledge of Insurance and/or Group Benefits an asset
- Proficiency in Microsoft Office and CRM software (e.g. Salesforce)
- Communication and negotiation skills
- Ability to build rapport
- Time management and planning skills
- Analytical skills to translate data into actionable information
- BSc/BA in business administration, sales or relevant field or equivalent experience
- Previous experience with ZoomInfo an asset

**Who we are**:
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals.
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

**What sets us apart?**

**Be in good company**
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

**Challenge your thinking**
You're valued for your passion, drive and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.

**Grow together**
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

**Benefits and perks**
- Competitive salary
- Participate in our comprehensive benefits plan on day one — no waiting period.
- Company-matched Retirement Savings Plan
- Company-paid training and development courses
- Community involvement
- Hybrid work environment

**Are you interested?**

**Please Apply**

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodation, please let us know at the time of our contact so that we may arrange for their provision.

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