Client Concierge - Ottawa, Canada - Kevin Carruthers - Desjardins Insurance Agent

Kevin Carruthers - Desjardins Insurance Agent

Verified Company

Ottawa, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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: