Client Relations Manager
IngramContentGroup1
Full time
Client Relations Manager
Treantly· Treantly VA
About this role
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
- 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
- Remote
- Part-Time (20–25 hours per week)
- Long-term opportunity with room for growth
Frequently Asked Questions
Is the salary disclosed for the Client Relations Manager position at Treantly?
The salary for this Client Relations Manager role at Treantly is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Client Relations Manager job at Treantly remote?
Yes, this Client Relations Manager position at Treantly is remote, with team members based in Philippines, TELECOMMUTE. You can work from home or anywhere in the supported regions.
Is the Client Relations Manager role at Treantly full-time or part-time?
This is listed as a Part time position. It is posted as a Client Relations Manager role in the Treantly VA department at Treantly.
Which team or department does the Client Relations Manager at Treantly belong to?
This Client Relations Manager position is part of the Treantly VA department at Treantly. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Relations Manager position at Treantly?
Click the "Apply Now" button on this page. You will be redirected to Treantly's official application portal hosted on workable where you can submit your application directly.
When was the Client Relations Manager job at Treantly posted?
This Client Relations Manager position at Treantly was posted on Jun 15, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Relations Manager
Treantly
You'll be redirected to Treantly's official application page on workable.