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    Support Specialist - Vancouver, BC, Canada - David Aplin Group

    David Aplin Group background
    Description
    Aplin has partnered with our Vancouver-based client to recruit for a permanent full-time postition as an Executive Support Specialist.


    As an Executive Support Specialist, your main objective is to enhance the efficiency of Sales Principals and Executives, ensuring they make the most of their time to generate new revenue, as well as maintain and expand existing revenue streams.

    You will utilize exceptional organizational skills, sound decision-making and judgement, and professional discretion to manage organizational demands and shifting priorities.

    In this role, you manage calendars and emails, client relationships, file progression, and database hygiene.


    The Executive Support Specialist requires an understanding of the insurance business and the ability to collaborate seamlessly with both internal teams and client advisors, ensuring the Executives' time is strategically optimized to meet the overall business objectives.

    Collaborate with client advisors to ensure smooth flow of information and deliver exceptional customer service, completing high-priority client-related tasks.
    Monitor client files and information supporting sales process progression and escalate issues where necessary.

    Diligently manage and maintain documentation of all client communication, contacts, and opportunity updates in the CRM, produce reports, and ensure data hygiene and compliance across the team for all files assigned to the Sales Principal.

    Manage social media accounts as needed (LinkedIn posts, shares).
    Complete expense reports, other administrative duties, and ad-hoc executive tasks as required.
    Undergraduate degree in Operations, Marketing, or a business administration field.
    Advanced proficiency in Microsoft Office Suite, including Customer Experience CRM.
    Dedicated to exceptional customer service, with the ability to work collaboratively with cross-functional teams.
    Experience with insurance business processes and sales operations is an asset.
    Companies hire us to help them grow their teams. This includes having proper documentation, such as a work permit. #


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