Sales Administrator
4 days ago
You are an individual who thrives in a fast-paced team environment. You will provide excellent customer service via correspondence and in person. You do not shy away from sharing your ideas on how to consistently improve processes with your teammates. You also have the desire to develop an in-depth understanding of the workflow while providing support to the sales team and will work well with the other departments to resolve issues and troubleshoot.
The primary responsibility for the Sales Administrator is to provide the Sales team with completion of day-to-day tasks and projects, research, and administrative assistance. Liaison with the Account Managers, Marketing, Policy Issue, Underwriting, and I.T. departments for system and/or process resolution. You will also be a point of contact for customers with queries about products.
**Responsibilities**
There are two main functions for this position:
**Sales**
- Support sales team by qualifying prospects, setting up face-to-face meetings, responding to their inquiries and advising on insurance solutions.
- Assist existing members on sales related inquiries such as: enrollments, termination, renewals, and payments.
- Ensure contractual documents are up to date with our distribution partners.
- Manage and update CRM daily.
- Maintain accurate database of prospects and quotes in the company’s CRM.
- Provide excellent customer service to ensure prospects conversion and client retention.
**Administration**
- Assist with developing and maintaining corporate templates including: proposals, renewals, presentations, etc.
- Prepare and distribute internal communications to the teams about new products/services, process improvements, software, etc.
- Attend and participate actively in the Sales Team meetings, taking notes and providing specific administrative follow-up to these meetings as needed.
**Qualifications and Education Requirements**
- Post-secondary education in Business, Sales, Administration, or a related field
- 1-2 years of experience within sales or administration
- Experience with CRM systems; Salesforce is preferred
- Advanced skills with MS Office; specifically, Word, PowerPoint, and Excel
- Ability to communicate effectively and professionally
- Customer oriented with a commitment to quality and thorough approach to projects
- Excellent written communication skills and keen attention to detail
- Enthusiastic, team-player, and proactive with a positive attitude
- Ability to multi-task, self-driven, and adapt to various situations while meeting project deadlines
- Bilingual Associates - English + French
**Preferred Skills**
- Certificate in Office Administration
- Insurance industry experience
**Job Types**: Full-time, Permanent
**Benefits**:
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program
Schedule:
- 8 hour shift
- Day shift
Ability to commute/relocate:
- Toronto, ON: reliably commute or plan to relocate before starting work (required)
**Education**:
- Bachelor's Degree (preferred)
**Experience**:
- Sales administration: 2 years (preferred)
**Language**:
- French (required)
Willingness to travel:
- 25% (preferred)
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