Job Description
Lead client engagement initiatives with our innovative insurance agency as a Client Experience & Growth Coordinator. Your ability to build rapport will enhance client satisfaction and streamline operations.
This full-time or part-time position is central to our client interactions and team operations. You will serve as the first contact for clients, handling calls, booking appointments, and maintaining essential communication. Your organizational skills and proactive nature will help drive efficiency and foster a collaborative environment.
Key Responsibilities:
• Professionally manage incoming calls and inquiries
• Create a welcoming experience for all clients
• Initiate outbound calls for follow-ups and appointments
• Support advisors through effective appointment scheduling
• Identify potential opportunities and communicate them to sales
Requirements:
• Excellent communication and interpersonal skills
• Confidence in making and receiving calls
• Stron...
This full-time or part-time position is central to our client interactions and team operations. You will serve as the first contact for clients, handling calls, booking appointments, and maintaining essential communication. Your organizational skills and proactive nature will help drive efficiency and foster a collaborative environment.
Key Responsibilities:
• Professionally manage incoming calls and inquiries
• Create a welcoming experience for all clients
• Initiate outbound calls for follow-ups and appointments
• Support advisors through effective appointment scheduling
• Identify potential opportunities and communicate them to sales
Requirements:
• Excellent communication and interpersonal skills
• Confidence in making and receiving calls
• Stron...
Ready to Apply?
Take the next step in your AI career. Submit your application to Jennifer Charlebois-Robillard - Desjardins Insurance Agent today.
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