Insurance Client Liaison
3 weeks ago
Job Overview: As a key member of the Kevin Carruthers - Desjardins Insurance Agent team in Ottawa, Ontario, you will play a vital role in elevating our client experience and setting us apart from the competition.
Responsibilities:
- Deliver exceptional client service by greeting clients and preparing beverages, including specialty coffees.
- Stock and manage the client lounge, ensuring a comfortable and welcoming environment.
- Manage email accounts for the team, responding to messages within a 15-minute timeframe.
- Support the receptionist with incoming call overflow and provide backup as needed.
- Track and manage our referral program, including courtesy calls to clients.
- Maintain and post on our social media accounts to engage with clients and promote the agency.
- Assign new clients to their personal client care advisor and send a welcome digital package.
- Confirm appointments and manage delinquent activities by searching the CRM for overdue tasks.
- Collaborate with the agent and marketing specialist to develop marketing lists to support sales.
Working Conditions & Compensation:
- On-site role at the Orleans location (260 Centrum Blvd Suite 102A Orleans).
- $18.00 per hour (increases 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 opportunities available in the future to level 1 advisor.
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