Client Concierge

6 months ago

Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

**Kevin J Carruthers Insurance Inc.**:
**Opening: Client Concierge / Sales Administator**:
**Reports To**:
The Job will report to the Agent

**Job Overview**:
**Responsibilities and Duties**:

- Greet Clients that enter our Agency and prepare beverages such as specialty coffees. We offer a monthly “Seasonal” specialty which entails following easy recipes
- Stocking Client lounge with Beverages and making popcorn daily as well as Lounge inventory control. Responsible for SWAG giveaways for Walk In Clients
- Back up our Receptionist with Incoming Call Overflow
- Managing and Tracking our Referral Program including the “Thank you” Courtesy Calls
- Maintaining our Social Media Accounts and Posting Regularly
- Assigning New Clients to their own “Personal Client Care” Advisor on a Weekly Basis which includes sending our “Welcome to the Agency” Digital Package
- Daily Calls to Confirm all Advisors Appointments for Next Week (Face to Face and Phone Appointments)
- Manage “Delinquent Activities” Weekly by Searching our CRM for Activities Due 7 Days or Older and Advising the proper Team Member
- Work with Agent / Agency Marketing Specialist to develop In Book and Out of Book Marketing Lists to support Sales

**Hours / Working Conditions & Compensation**:

- Role is On Site at Orleans Location (260 Centrum Blvd Suite 102A Orleans)
- **$18.00 Per Hour (Increase to $20 After 6 Months)**:

- Monday to Friday 9:00 am to 5:00 pm
- Benefits Available if OTL License is Obtained (At Your Own Pace)
- Licensing Costs if you Desire to Get Licensed Completely on Agency
- Advancement Available in Future to Level 1 Advisor if You Desire

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