Client Engagement Executive
Muss:AI
About the Client Engagement Executive Role
The Client Engagement Executive role involves two main functions:
- Operational & administrative tasks related to onboarding of customers.
- Collection of customer information
- Upload customer information into IBF/TPG online system
- Update sales & other databases through internet and social media search
- Distribute sales kit, take attendance, photo taking at training venue
- Set up training venue
- Support activities around reaching out to prospects and existing clients for cross selling
- Setting up of meetings over email, telephone, WhatsApp & calendar invites
- Photo taking during client engagement
- Calling of clients to seek feedback/availability
- Sending letters and mailers to clients/prospects.
- Hand delivery of letters/invitation during concurrent training g
- Creating and editing content for social media
Essential:
- Attention to detail
- Willingness to learn AI and use Claude on a day-to-day basis
- Prior administrative (secretary/PA) or sales experience (FA) with insurance/FA agency (Prudential, Great Eastern or AIA) or with insurance broker
- High proficiency in Microsoft Office (Word, Excel, Power Point)
- Entrepreneurial & learning mindset
- Energy, Enthusiasm & Initiative
- Proficient in use of social media, particularly Instagram