Client Relations Manager

About the Role We are looking for a friendly and organized Insurance Client Relations Manager to help maintain strong relationships with existing clients. The main focus of this role is to contact current clients, schedule insurance review meetings, send reminders, and keep client information organized. This is not a high-pressure sales role. You will be speaking with people who already know or have worked with the business.

Key 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
  

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

Nice to Have

• Experience in insurance, banking, mortgages, real estate, or financial services
• Experience working with Filipino clients in Canada
• Experience using a CRM or client database
• Experience requesting referrals or scheduling review meetings

Benefits

• Remote
• Part-Time (20–25 hours per week)
• Long-term opportunity with room for growth