Client Contact Representative

3 days ago

Calgary, Canada Reinheimer Insurance & Investments Inc. Cooperators Full time

**About Us**:
Reinheimer Insurance & Investments Inc. / Cooperators is dedicated to providing exceptional advice, service, and support to our clients. We pride ourselves on our commitment to excellence and our ability to foster strong relationships with our clientele. We are currently seeking an outgoing, motivated, and organized Client Contact Representative to join our team.

**Job Overview**:
Key Responsibilities for this position are as follows:
**Client Engagement**:

- Proactively call existing and potential clients to book appointments with advisors (minimum 150 calls/week).
- Maintain a client-focused approach, ensuring a positive experience during all interactions.
- Follow up with clients as needed to confirm appointments and address any inquiries.

**Reception Duties**:

- Greet and assist clients and visitors in a professional and courteous manner.
- Answer incoming phone calls, directing them to the appropriate personnel or department.
- Manage the front desk area, ensuring it is well-organized and welcoming

**Administrative Support**:

- Add**,** maintain, and update client records in the CRM system, ensuring accuracy and confidentiality.
- Assist with scheduling and coordinating meetings for advisors as required.
- Prepare and distribute relevant documentation for client meetings and engagements.
- Handle general administrative tasks, including filing, data entry, and correspondence.
- Receive payments from clients and process transactions accurately.
- Assist with client billing notices and inquiries; ensure timely invoicing and payment processing.
- Support programs and show initiative to build multi-client relationships

**Collaboration**:

- Work closely with advisors and other team members to ensure seamless communication and service delivery.
- Participate in team meetings and contribute to improving client engagement strategies.

**Qualifications**:

- High school diploma or equivalent.
- Proven experience in a client-facing role, preferably in a reception or administrative capacity.
- Strong verbal and written communication skills.
- Proficient in Microsoft Office Suite and experience with CRM software.
- Experience with payment processing and billing systems is a plus.
- Excellent organizational skills and attention to detail.
- Ability to multitask and manage time effectively in a fast-paced environment.
- A friendly and professional demeanor, with a strong focus on customer service.
- Typing speed of 40wpm+ with accuracy
- Initiative to learn new things
- Out-going personality & works well in a team environment

**Benefits**:

- Competitive salary
- Group health benefits
- Paid time off
- Excellent vacation structure after probation period is completed
- Opportunities for professional development and growth

**How to Apply**:
Pay: $42,000.00-$50,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Work Location: In person

Application deadline: 2025-05-10

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