Sales Assistant
Location: Kelowna, BC
Position Status: CLOSED
Our Kelowna, BC Commercial Insurance client is looking for an experienced and well-organized Sales Assistant to provide the support to their sales team. The successful candidate will become the point of reference for colleagues and customers alike, by keeping schedules and providing feedback, documentation and information.
The goal is to facilitate the team’s activities so as to maximize their performance and the solid and long-lasting development of the company.
This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. The portfolio of business focuses on but is not limited to various segments within the construction and contracting industry.
Responsibilities:
Maintaining retention of existing clients by providing exceptional client service.
Organizing and attending internal renewal strategy meetings with Sales Rep.
Attending external client meetings as required.
Responding promptly to client emails and telephone calls.
Preparing all client services documents (i.e.). Renewal Summaries, Proposals, Underwriting Submissions).
Maintaining monthly expiry lists including following up on project expiries.
Updating spreadsheets
Writing correspondence and sending documents to clients (using company templates).
Liaising with marketing on placements, renewals, and midterm policy changes.
Reviewing of leases and contract documents and providing coverage advice to clients.
Quoting and issuing premium finance contracts as requested.
Following up on accounts receivable.
Other miscellaneous duties and special projects as required.
Requirements:
Previous administration or sales support experience
You must obtain your Level 2 insurance License, within (6) months of your start date.
Proven experience in a sales support or assistant role.
Familiarity with commercial insurance principles and account management considered an asset.
Strong communication skills, both written and verbal.
Detail-oriented with excellent organizational abilities.
Ability to multitask and thrive in a dynamic work environment.
To apply, please email resume to kristie@kanrecruitment.com
We thank all applicants in advance, however, only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
Salary: From $60,000.00 per year
