Sales Lead Coordinator

Who We Are

With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service.

What You’ll Do:

The Sales Lead Coordinator supports the regional sales department by managing, tracking, and qualifying sales leads, ensuring they are properly routed to the appropriate sales representatives. This involves contributing to Orbit’s overall growth and profitability, enhancing the departments’ effectiveness and providing administrative assistance to the Sales Brokers and Manager.

Reporting to the Assistant Manager, BC and Saskatchewan in our Home & Auto Sales department, the core parts of your role will be to: 

• Oversee the intake and distribution of incoming leads from various sources (web, phone, email, etc.) ensuring timely follow-up and accurate documentation.
• Review, asses, 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.

Working Conditions:

1. General call centre environment.
2. May be required to work overtime.

Let’s Talk About You: 

This is the unique blend of skills and experience we would love to see in an ideal candidate:

• 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.

We also consider your potential. If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

Salary Range:

This position offers a competitive salary within a range of $44,581 to $61,299, along with rewarding bonuses that recognize your dedication.

At the OTIP Group of Companies (OGC), we value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time.

Some of the Perks We Offer:

We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here:

• 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

Recruitment Process:

Please note that we do not currently use artificial intelligence (AI) in our recruitment process and this position is being posted to fill an existing vacancy.

OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.

As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique.

We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

Let’s work together! If you are interested in this opportunity, please apply online.

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