Talent.com
Client Concierge / Sales Administrator
Client Concierge / Sales AdministratorKevin Carruthers - Desjardins Insurance Agent • Ottawa, Ontario, Canada
Client Concierge / Sales Administrator

Client Concierge / Sales Administrator

Kevin Carruthers - Desjardins Insurance Agent • Ottawa, Ontario, Canada
30+ days ago
Job type
  • Full-time
Job description
Kevin J Carruthers Insurance Inc. Opening: Client Concierge / Sales Administator Reports To

The Job will report to the Agent

Job Overview

This role of the “Client Concierge / Sales Administrator” is to support our Agency in our efforts to elevate our Client Experience and set us apart from the Competition. Role consists of Greeting Clients that enter our facility, as well as supporting the entire team with Email monitoring and organizing, Social media management and other Sales Administrative / Admin tasks listed below

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
  • Managing the entire teams Email accounts which entails being a delegate on 12 team members email in boxes and making sure that messages that come in are responded to within our specified time frame of 15 min. Maintaining this measurement may include responses from you as well.
  • 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
  • Role is On Site at Orleans Location (260 Centrum Blvd Suite 102A Orleans)
  • $18.00 Per Hour (Increase to $20 After 6 Months)
  • Monday to Friday 9:00 am to 5:00 pm
  • Benefits Available if OTL License is Obtained (At Your Own Pace)
  • Licensing Costs if you Desire to Get Licensed Completely on Agency
  • Advancement Available in Future to Level 1 Advisor if You Desire

Create a job alert for this search

Client Concierge / Sales Administrator • Ottawa, Ontario, Canada

Similar jobs

Remote Travel Concierge & Support Specialist

RudybtravelOttawa, ON, CA
Remote
Full-time

A travel service company is seeking a Travel Customer Service Representative to assist clients throughout their travel journeys.The role is fully remote and requires excellent communication skills,...Show more

 • Promoted

Sensory Beauty Concierge

L'OCCITANE Group (B Corp)Ottawa, ON, CA
Full-time

A leading beauty company in Ottawa is seeking a Beauty Host to create a sensory oasis and enhance the guest experience.You will greet customers, anticipate their needs, and foster positive connecti...Show more

 • Promoted

Commission-Based Sales Consultant Role

Lifestyle Home ProductsOttawa, ON, CA
Full-time

Step into a dynamic commission-based role as an Outside Sales Consultant where your earnings are uncapped.Enjoy the thrill of closing deals and enjoy the benefits of extensive training and support....Show more

 • Promoted

Business Sales Consultant - Remote - Flexible hours

RogersOttawa, Ontario
Remote
Full-time

Experience & Qualifications:.A minimum of 2 years of verifiable sales experience is required.Please note that general retail roles (e.Formal training in a recognized sales methodology (e.MEDDICC, S...Show more

 • Promoted

Lease Abstractor

Insight Globalottawa, on, ca
Full-time

As part of our Lease Services team, you will play a critical role in delivering accurate and timely lease administration services for high-volume, complex projects.This position requires exceptiona...Show more

 • Promoted

Care Concierge

Shoppers Drug MartKemptville, ON, CA
Full-time

Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.The Care Concierge plays ...Show more

 • Promoted

Sales Administrator

Work in OttawaOttawa
Full-time

Sales Administrator – ECM Space – Ottawa.Creating quotes, tracking expirations, managing renewals, and ensuring pricing accuracy.Preparing order forms, agreements, invoices, and maintaining CRM rec...Show more

 • Promoted

Remote Luxury Concierge for Elite Yacht Guests

AccorHotelOttawa, ON, CA
Remote
Full-time

A leading luxury hospitality brand in Moncton is seeking a polished Concierge for their elite team dedicated to the Orient Express Sailing Yachts.In this role, you will offer personalized guidance ...Show more

 • Promoted

Real Estate Administrator - Express Employment Professionals - Ottawa East

Express Employment Professionals - Ottawa Eastottawa, on, ca
Full-time

We are proud to partner with Engel & Völkers, a well-respected global luxury real estate brand, in the search for a full-time.Real Estate Agent Administrator.Based in downtown Ottawa, this position...Show more

 • Promoted

Extended-Stay Concierge: Personal Guest Services

InterRent REITOttawa, ON, CA
Full-time

A prominent real estate company in Ottawa is seeking a Concierge to redefine the residential rental experience.You will assist residents and guests with various services, ensuring outstanding custo...Show more

 • Promoted

Concierge Associate: Customer-Centric Sales & Service

Dymon StorageOttawa, ON, CA
Full-time

A storage solutions company in Ottawa is hiring Concierge Associates who are energetic and motivated.You will offer exceptional service to customers, build long-term relationships, and meet sales g...Show more

 • Promoted

Sales-Focused Client Solutions Consultant

ScotiabankOttawa, ON, CA
Full-time

Drive success as a Sales-Focused Client Solutions Consultant by onboarding new mortgage clients and enhancing their banking experiences.Your role centers on relationship-building and sales achievem...Show more

 • Promoted

Remote Client Sales Coordinator — Drive Client Solutions

Nuvant Consulting GroupOttawa, ON, CA
Remote
Full-time

A dynamic consulting firm in Ottawa is seeking a Virtual Client Sales Coordinator to connect with prospective clients and help them explore financial solutions.This role involves conducting outreac...Show more

 • Promoted

On-Site Home Sales Consultant — Commission-Based

Doran Contractors LimitedOttawa, ON, CA
Full-time

A leading home builder in Ottawa is seeking an experienced Sales Representative to manage the full sales cycle, from greeting visitors to closing deals.This role requires at least 5 years of sales ...Show more

 • Promoted

In-Home Sales Consultant - Uncapped Commission

Renewal by AndersenOttawa, ON, CA
Full-time

An established industry player is seeking motivated sales professionals to join their dynamic team in the home improvement sector.As an Outside Sales Consultant, you will engage with homeowners, pr...Show more

 • Promoted

Remote Loyalty & Travel Concierge

SOS InternationalOttawa, ON, CA
Remote
Full-time

A customer service solutions provider is seeking a Customer Service Representative in Canada.The ideal candidate will have a passion for helping customers and solving problems.Responsibilities incl...Show more

 • Promoted

Sales-Focused Leasing Consultant

Hazelview PropertiesOttawa
Full-time

Elevate customer experiences as a Leasing Consultant.Leverage strong sales skills and collaborate with a dynamic team to provide exceptional service and drive results in a fast-paced environment.In...Show more

 • Promoted

Remote Travel Planner & Concierge

Mashreq BankOttawa, ON, CA
Remote
Full-time

A leading travel company is seeking Home-Based Online Travel Agents to assist clients with booking travel arrangements.This role requires strong customer service and organizational skills, along wi...Show more