Client Relations Manager
T
TreantlyInsurance
PhilippinesPart-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Customer serviceCRM
Requirements
- Experience in customer service, appointment setting, sales support, or administration
- Comfortable speaking with clients over the phone
- Clear and professional English communication skills
- Friendly, patient, and confident when speaking with clients
- Organized and able to keep track of follow-ups
- Comfortable using email, calendars, spreadsheets, and online systems
- Able to handle client information with care and confidentiality
- Willing to learn basic insurance processes and terminology
Responsibilities
- Contact existing clients by phone, email, or message
- Schedule insurance review appointments
- Send appointment confirmations and reminders
- Follow up with clients who have not responded
- Update client information and notes
- Track birthdays, policy review dates, and important client milestones
- Send simple follow-up emails after meetings
- Ask satisfied clients for referrals, testimonials, or Google reviews
- Help prepare newsletters, greetings, and client reminders
- Assist with basic administrative tasks as needed
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