Title: Sales Coordinator
Employment Status: Full-Time, Permanent
Location: Vaughan Office - 7501 Keele Street, Suite 400, Vaughan ON, L4K 1Y2
The Company
Established in 1966, Masters Insurance is one of Ontario’s largest, independently owned brokerages that specializes in insurance and bonding solutions for the construction and development industries. As a rapidly growing company with an enduring passion for supporting our businesses, and our communities, we also offer personal and commercial insurance, group benefits and financial planning services.
Position Summary
As a Sales Coordinator, you will be responsible for supporting Partners and Account Executives with sales funnel activities within the Salesforce or HubSpot platform. This position reports to the Director of Operations and Technology.
Benefits
- Competitive compensation package
- Generous health and dental benefits program, including Healthcare Spending Account
- Robust Group Retirement Savings program with company matching
- Reimbursements of license fees and professional membership dues
- Full support of continuing education and growth opportunities, including career mentorship with senior management
- Hybrid work schedule that supports work-life balance
- Epic year-round employee events!
- Wellness programs, including a special initiative for new moms
- Opportunities to give back to our communities through philanthropic programs
- Membership to an exclusive employee discount program
- Discounts to gym membership and select local retailers
Masters assist employees by paying for work related courses, as well as annual licensing and designation fees!
Key Accountabilities
- Responsible for the administration and coordinating the sales funnel within Salesforce or HubSpot including:
- following company sales strategies, identifying and valuing leads;
- follow-up with opportunities internally;
- qualifying leads based on the needs of the opportunity;
- and reporting on the sales funnel.
- Identify and implement improvements in current workflows and processes to improve sales funnel efficiency;
- Manage data within Salesforce or HubSpot, including importing, exporting and updating records;
- Design and build reports and dashboards to provide insights into business performance and identify areas for improvement;
- Configure and manage advanced analytics features ensuring data accuracy and integrity.
Candidate Skills & Qualifications
- Minimum of 1-2 Years of experience in a similar role is required
- Minimum of 1-2 years of Salesforce Administration experience
- Proficiency in configuring and customizing Salesforce or HubSpot
- Insurance knowledge is an asset
- Any certifications (Administrator, Advanced Administrator) or equivalent are an asset (Masters Insurance will support acquisition of these certifications for the successful candidate)
- Strong verbal and written communication skills
- Good knowledge of the MS Office Suite (Excel, Outlook and Word)
- Strong analytical and problem-solving skills
- Effective time management and organizational skills.
Masters Insurance Limited is an equal opportunity employer committed to an inclusive workplace. We will accommodate the needs of applicants in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act throughout all stages of the recruitment and selection process. If you require accommodation, please contact us at (416) 637-5699 or email us at cclare@mastersinsurance.com.
