Concierge – Sales Support and Operations
About the Role:We are seeking a dedicated and organized Concierge to join our team. This role is pivotal in ensuring seamless operational and sales support for our insurance financial agents. You will be the main point of contact for managing calls, coordinating operations, and providing administrative support to enhance the agents' productivity and efficiency.
Key Responsibilities:
Call Management:
o Handle inbound and outbound calls professionally, including client inquiries, appointment scheduling, and follow-ups.
o Relay key messages between clients and agents promptly and accurately.
Operations Coordination:
o Support daily operations by managing calendars, scheduling meetings, and organizing events for agents.
o Ensure compliance with internal processes and regulatory guidelines in all operational activities.
Sales Support:
o Assist agents in preparing sales materials, proposals, and presentations.
o Coordinate with underwriting teams and other stakeholders to expedite client requests and policy processing.
o Maintain up-to-date records of sales activities, client information, and policy details in the CRM system.
Client Relationship Management:
o Provide exceptional customer service by addressing client concerns and escalating issues when necessary.
o Act as a liaison between clients and financial agents to ensure smooth communication and follow-ups.
Job Types: Full-time, Permanent
Pay: $2,500.00 - $3,500.00 per month
Benefits:
- Professional development
Schedule:
- Monday to Friday
Work Location: In person
Application Deadline: 28/03/2025