Client Experience Administrator

1 week ago

Bedford, Canada The Warrington Group Full time

About Our Client Blain King Insurance & Financial Services, Co-operators is a respected and community-driven insurance agency that values personalized service, strong community involvement, and long‑term client relationships. They are committed to creating a better, more sustainable and resilient future. The Opportunity The Client Experience Administrator will play a key role in coordinating and implementing the agency’s client contact program. This includes conducting outbound calls to schedule appointments, collecting renewal information, and ensuring client details are accurately maintained in the CRM system. The position offers an opportunity to contribute directly to client satisfaction, retention, and overall agency growth. The Ideal Candidate The successful candidate will be an organized, confident communicator with a customer‑first mindset. They enjoy connecting with clients over the phone, maintaining meticulous records, and ensuring every interaction leaves a positive impression. They thrive in a fast‑paced, technology‑enabled environment and are motivated by teamwork, accountability, and professional growth. Responsibilities Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments. Schedule all appointments on the appropriate team member’s calendar. Document client profile notes within our CRM system (Salesforce). Track call activity including calls dialed, contacts made, and appointments booked. Provide administrative support such as coordinating on‑site client events, coordinating employee education sessions, and correspondence to the Group Benefits Specialist. Skilled in verbal and written communication, particularly through outbound calling and email correspondence. Strong interpersonal skills with the ability to build rapport and foster trust. Highly organized with strong time management and attention to detail. Proficient in Microsoft Office, especially Excel; familiarity with Salesforce or similar CRM systems is an asset. Comfortable working in a technology‑driven environment. Must be legally eligible to work in Canada; a criminal record and consumer history background check is required as a condition of employment. Base Salary: $22/hour based on a 7‑hour workday (including a 1‑hour unpaid lunch break). Performance Bonus: Incentive pay for meeting appointment booking targets (~$1,250 a quarter). RRSP: We provide a 2% salary match, with the option for voluntary contributions. Benefits Group Benefits: Employer‑paid benefits, except for Long Term Disability, which is employee‑paid. The plan is valued at approximately $6,000 per year; the LTD monthly premium the employee pays is under $50. $500 Personal Wellness Spending Account. Schedule: Monday‑Friday. Flexible hours allow for a later start and evening work, or splitting time between morning and late afternoon based on a 7‑hour day. Vacation: 3 weeks. Other Paid Time Off: Statutory holidays, birthdays, early closure on Christmas Eve and New Year's Eve. Volunteer Opportunities: Participate in community events. Recent activities included the Coldest Night of the Year walk and supporting the North Grove harvest. We are planning the "12 Days of Christmas" where each team member can donate $1,000 from the agency to a local non‑profit. #J-18808-Ljbffr

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