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Sales Administrator
3 weeks ago
**The Company**
CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance services for commercial property, liability, professional and executive liability, construction and contract surety bonding, and auto. Our clients are B.C. based and often with international operations.
**We Are Growing**
CapriCMW has recently merged with Rogers Insurance and will be known as Acera Insurance. The merger combines the strength and stability of two award-winning independent and employee-controlled companies, consolidating a wide range of professional expertise and decades of experience in insurance, risk management and group benefits. With 1,000 employees located in over 50 offices across Alberta, BC, Ontario and the Yukon, along with $1 billion in gross written premium, we’re positioned to be a leading national insurance brokerage with deep roots in the local communities which we continue to serve.
**Job Purpose**
The Sales Administrator will work closely with the Acera Sales Leadership Team. They will be responsible for providing administrative, sales, and reporting support along with other duties as required while demonstrating strong judgement, professionalism, time management, and attention to detail.
**Location**: British Columbia, Alberta, or Ontario
**Job Duties and Key Responsibilities**
- Coordinate and facilitate sales meetings, including but not limited to the Sales Call and one-on-one meetings as requested by the Sales Leadership Team, as well as necessary follow-ups to achieve a high attendance rate
- Prepare business plans (short and long versions) and requested business documents including Excel spreadsheets, sophisticated Microsoft Word documents and Power Point presentations with mínimal guidance
- Provide day to day administrative and sales management support to the Sales Leadership Team and Sales Regions across the country
- Schedule and calendar management for Sales Leadership Team including arranging travel plans as well as handling last minute requests and changes
- Organize and coordinate client events, sales conferences, and other events and large scale meetings as requested
- Compile sales results and prepare reporting for the Sales Leadership Team
- Manage sales and special projects as required
- Other duties and responsibilities as assigned
**Qualifications**
- Ability to effectively deal with confidential information and issues
- Skilled user of the Microsoft Office Suite of products
- Must be able to manage deadlines, work on tight schedules and provide fast and efficient turnaround of tasks
- Ability to work with limited direction and supervision
- Superior communication skills
**Values and Competencies**
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships at all levels
- Demonstrates accountability and reliability in the quality and timeliness of work
- Able to prioritize in a busy environment in order to meet tight deadlines
- Trustworthy, flexible and adaptable, with proven problem-solving skills
- Demonstrates excellent judgment and takes direction well
- Works well within a team and independently
- Strong work ethic and attention to detail
**Why join our team?**
As a valued member of the CapriCMW's family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:
- Generous incentives and bonus programs
- Employee ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched pension plan
- Discounts on CapriCMW's services and products
- Employee Assistance Program
- Wellness and Lifestyle Spending Accounts
- Career development through leadership training and learning resources
- Be a part of an award-winning network of over 500 professionals in 17 offices across BC, Yukon, and Ontario
- And many more
