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Client Relations Manager

2 weeks, 4 days ago
Philippines
Part-time
Junior
Account Manager
Customer and Technical Support
CRM
Apply Now
Treantly - Outsource to the Philippines

Treantly - Outsource to the Philippines

Treantly offers modern outsourcing services connecting businesses with remote staff in the Philippines to enhance customer experiences.

Professional Services
View All Jobs 35

Description

  • Contact existing clients by phone, email, or message to maintain ongoing relationships.
  • Schedule insurance review appointments and manage confirmations and reminders.
  • Follow up with clients who have not responded to outreach or meeting requests.
  • Update client information, notes, and key dates such as birthdays and policy review deadlines.
  • Send simple follow-up emails after meetings to keep clients informed and engaged.
  • Request referrals, testimonials, and Google reviews from satisfied clients.
  • Help prepare newsletters, greetings, and client reminder communications.
  • 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 client-facing communication style.
  • Organized and able to track follow-ups and client details.
  • 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.
  • Experience in insurance, banking, mortgages, real estate, or financial services is preferred.
  • Experience working with Filipino clients in Canada is preferred.
  • Experience using a CRM or client database is preferred.
  • Experience requesting referrals or scheduling review meetings is preferred.

Benefits

  • Remote part-time role with 20–25 hours per week.
  • Long-term opportunity.
  • Room for growth.

Interested in this position?

Apply directly on the company website

Apply Now

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