Client Experience Specialist

4 weeks ago


Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time
Job Title: Client Concierge

We are seeking a highly organized and detail-oriented Client Concierge to join our team at Kevin Carruthers - Desjardins Insurance Agent. As a Client Concierge, you will play a vital role in supporting our agency's efforts to deliver exceptional client experiences.

Key Responsibilities:
  • Greeting and Welcoming Clients: Greet clients who enter our facility and provide a warm welcome, making them feel valued and appreciated.
  • Email Management: Manage the email accounts of our team members, ensuring timely responses to client inquiries and maintaining a high level of customer satisfaction.
  • Social Media Management: Develop and implement a social media strategy to engage with clients, promote our agency's services, and build our online presence.
  • Client Onboarding: Assign new clients to their designated Client Care Advisor, ensuring a smooth onboarding process and a positive client experience.
  • Referral Program Management: Track and manage our referral program, including making courtesy calls to clients and ensuring timely follow-up.
  • Administrative Support: Provide administrative support to our team, including data entry, filing, and other tasks as needed.
Requirements:
  • Excellent Communication Skills: Possess excellent communication skills, both written and verbal, to effectively interact with clients and team members.
  • Organizational Skills: Demonstrate strong organizational skills to manage multiple tasks, prioritize responsibilities, and meet deadlines.
  • Technical Skills: Proficient in using technology, including email management software, social media platforms, and other tools as required.
Working Conditions:

This is a full-time position, Monday to Friday, 9:00 am to 5:00 pm. The role is based at our Orleans location (260 Centrum Blvd Suite 102A Orleans). The hourly rate is $18.00, increasing to $20.00 after 6 months. Benefits are available if an OTL license is obtained.



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