Sales Lead Coordinator (Summer Opportunity)
Orbit Insurance Services is dedicated to providing meaningful benefits support and service to its clients. The Sales Lead Coordinator will support the Regional sales department by managing and qualifying sales leads, ensuring they are properly routed to sales representatives, and enhancing the department's effectiveness.
Responsibilities
- Oversee the intake and distribution of incoming leads from various sources (web, phone, email, etc.) ensuring timely follow-up and accurate documentation
- Review, assess, and qualify leads based on established criteria to ensure they meet the necessary standards pursuing sales opportunities
- Reviews and responds accordingly to client and third-party requests
- This includes, but is not limited to, contacting clients and third parties for additional information and returning messages
- Initiates communications and follow up requirements to clients and appropriate parties to request or verify information as required
- This includes following established department procedures
- Audits and updates policy information on the broker management system to ensure accuracy of data and policies
- Maintain and update the Broker Management System with accurate lead data and track lead progress through the sales pipeline
- Pre-qualifies risks, obtains necessary information to finalize sales, follows up on expiry dates, screens and follows up on leads generated from marketing campaigns
- Processes and distributes online quotes
- Responds to telephone inquiries and written requests from both internal and external stakeholders
- Identify opportunities for improving the lead qualification process, streamlining workflows, and enhancing overall efficiency
- Provides quality service while adhering to customer service standards and keeps information confidential to protect operations
- Performs other duties within competence, as assigned
Skills
- A secondary school diploma
- A Broker license is an asset
- A minimum of one year's experience in an office environment
- A minimum of one year's experience in the insurance industry or a related field
- Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders
- Superior time management, project management and organizational skills to manage competing priorities
- Intermediate knowledge of Microsoft Office Suite applications and experience with EPIC
- The ability to communicate in French and English is an asset
Benefits
- Best-in-class pension and benefits
- Total reward programs
- Comprehensive mental wellness support
- Flexible work-from-home and hybrid options
- Opportunities for advancement
Company Overview