Sales Lead Coordinator

Orbit Insurance Services is committed to valuing its employees and fostering a supportive work environment. The Sales Lead Coordinator will manage, track, and qualify sales leads to enhance the department's effectiveness and contribute to the company's growth and profitability.

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
• Review and respond 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
• Initiate communications and follow up requirements to clients and appropriate parties to request or verify information as required. This includes following established department procedures
• Audit and update 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-qualify risks, obtains necessary information to finalize sales, follow up on expiry dates, screen and follow up on leads generated from marketing campaigns. Process and distribute online quotes
• Respond 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
• Provide quality service while adhering to customer service standards and keep information confidential to protect operations
• Perform other duties within competence, as assigned

Skills

• A secondary school diploma
• 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
• A Broker license is an asset
• The ability to communicate in French and English is an asset

Benefits

• Defined benefit pension plan for a financially confident retirement
• 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
• Access to a wealth of learning resources, including LinkedIn Learning for professional development
• Flexible work-from-home and hybrid options
• Unlock your potential with opportunities for advancement

Company Overview