Business Development Liaison

4 weeks ago


Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time
Job Overview

This role is a vital part of our team, focusing on delivering exceptional client experiences and supporting our sales efforts. As a Client Concierge / Sales Administrator, you will be responsible for creating a welcoming environment for clients, managing email inboxes, and handling various administrative tasks.

Key Responsibilities:
  • Greet clients warmly, prepare beverages, and maintain a comfortable lounge area.
  • Manage email accounts for the team, ensuring prompt responses to messages within a 15-minute timeframe.
  • Support the receptionist with incoming calls, provide backup during overflow situations, and manage referral programs.
  • Maintain social media accounts, post regular updates, and assign new clients to their designated advisors.
  • Make daily calls to confirm upcoming appointments and track delinquent activities by searching the CRM for overdue tasks.
Working Conditions & Compensation

We offer a competitive salary of $18.00 per hour, increasing to $20.00 after six months. The role is based at our Orleans location (260 Centrum Blvd Suite 102A Orleans), Monday to Friday, 9:00 am to 5:00 pm.

Benefits are available if you obtain an OTL license, and there is potential for advancement to a Level 1 Advisor position in the future.



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