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Sales Coordinator

1 month ago

Toronto, Canada FIRST Insurance Funding of Canada Full time

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 on-demand 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 set-up expectations
- Onboard new partner activations to the point of execution and activation with internal communications of new terms and conditions
- Co-ordinate 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 roll-out. This will include Credit Card reporting on a monthly basis
- Occasionally accompany the CSO to client-facing 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
- 3-5 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

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