FIRST Insurance Funding of Canada
Job Description
Position Title:
Functional Title: (if appropriate)
Department/Division:
Reports To:
Date:
Sales Support Associate
FIRST Insurance Funding of Canada
AVP Inside Sales
2015
Position Summary:
Reporting to the AVP Inside Sales, the Sales Support Associate is responsible for preparing and
submitting new and renewing premium finance loans under a pre-defined volume threshold.
The candidate will be responsible for diligent follow-up on pending quotes and renewals and
providing excellent customer service to brokers. He/she will support the Relationship
Managers to effectively retain and grow the broker base, as well as provide the necessary
support to ensure the sales region achieves its volume and revenue targets.
Essential Duties and Responsibilities:
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Prepare incoming quote requests
Proactively perform quote follow-up on new quotes, renewal quotes and lost quotes
from the prior year
Grow quote and contract volumes (improve conversion rates)
Assist with loan submissions; ensure loans are properly submitted for conversion
Develop and maintain strong relationships with brokers representing FIRST Insurance
Funding of Canada in a professional manner.
Provide customer service and assistance to both brokers and clients calling in with
inquiries
Identify and manage existing high priority brokers
Manage overall pricing margins and broker profitability
Analyze broker profitability to help determine broker’s segment
Manage credit risk
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Provide brokers with training on systems and processes as required
Investigate the development of new solutions for clients and cross-selling opportunities
Support arrears where there may be possible relationship impacts
Support new business development activity
Undertake periodic visits to brokers’ offices
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Other job related duties as assigned
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FIRST Insurance Funding of Canada
Job Description
Knowledge/ Skills/ Abilities Required:
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Strong organizational and time management skills
Accuracy and attention to detail
Strong interpersonal skills with a proactive, ‘can do’ attitude
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Accountable for results
Ability to work as part of a team
Strong communication skills both verbal and written
Desire for continuous learning
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Knowledge of Microsoft Office (Outlook, Word and Excel)
Training/ Education/ Experience Qualifications: (Include licenses and
certifications)
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University/college degree is preferred
3-5 years business experience
Commercial credit experience and asset
Understanding of commercial insurance policies an asset
Experience with insurance brokering network an asset
Supervisory Responsibilities:
Note: This job description is not intended to be all-inclusive. Employee may perform other
related duties as assigned to meet the ongoing needs of the organization.
Equal Employment Opportunity Policy:
“The management of the Corporation believes in equal employment opportunity. We strive to select the best
qualified person for every position based on merit, qualifications, previous experience and ability to perform
the work, without regard to race, color, national origin, ancestry, religion, sex, sexual orientation, marital
status, age, physical or mental disability, medical condition, pregnancy, childbirth, veteran status or
protected activity (for example, having made a complaint of discrimination) or other characteristic protected
by federal, state or local law. Managers and supervisors must ensure that this policy is carried out in all
aspects of our operations.”
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