Client Concierge / Sales Administrator

Kevin J Carruthers Insurance Inc. Opening: Client Concierge / Sales Administrator

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. The 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 tasks listed below.

Responsibilities and Duties

• Greet Clients that enter our Agency and prepare beverages such as specialty coffees, including a monthly “Seasonal” specialty that entails following easy recipes.
• Stock the Client lounge with beverages and make popcorn daily as well as manage lounge inventory control. Responsible for SWAG giveaways for walk-in Clients.
• Manage the entire team's email accounts, being a delegate on 12 team members' inboxes and ensuring that messages are responded to within our specified time frame of 15 minutes. This may include responses from you as well.
• Back up our Receptionist with incoming call overflow.
• Manage and track our Referral Program, including the “Thank you” courtesy calls.
• Maintain our social media accounts and post regularly.
• Assign new Clients to their own “Personal Client Care” Advisor on a weekly basis, which includes sending our “Welcome to the Agency” digital package.
• Make daily calls to confirm all Advisors' appointments for the 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 the Agent / Agency Marketing Specialist to develop in-book and out-of-book marketing lists to support sales.
• This role is on-site at the Orleans location (260 Centrum Blvd Suite 102A Orleans).
• Compensation: $18.00 per hour (increase to $20 after 6 months).
• Schedule: 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 the Agency.
• Advancement available in the future to Level 1 Advisor if desired.