Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Funding Specialist overseeing funding deals in a fintech company dedicated to supporting small businesses. Collaborating with sales reps to ensure seamless deal progression.
Responsibilities
- Oversee and advance deals through each stage of the funding funnel.
- Work and communicate with ISO sales reps and decision makers to fund opportunities.
- Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms.
- Provide excellent customer service to our ISO partners.
- Effectively collaborate with the underwriting team to drive profitable volume.
- Manage the flow of deal requirements and help to keep the sales pipeline moving.
- Problem-solve with internal teams to figure out opportunities for process improvement.
- Act with urgency to ensure timely responses to requests both internally and externally.
Requirements
- Bachelor’s degree preferred.
- 2+ years of experience in a sales, deal desk, or related role.
- Experience handling a high volume of inbound and outbound calls, emails, texts and chats.
- Experience with a high volume of short sales cycle deal management.
- Experience being held to task volume and response time metrics.
- Excellent verbal and written communication skills.
- Proactive, with excellent time management, organizational, and prioritization skills.
- Top notch phone etiquette.
- Strong customer service skills and ability to successfully manage difficult conversations and objections.
Benefits
- Medical
- Dental
- Vision
- Flexible time-off policy
- Paid parental leave
- RRSP match
- Wellness reimbursement
- Volunteering days
- Annual professional development budget
- Charitable donation match
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