Role Description 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. - 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 Qualifications - 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 Requirements - 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

• Own Amazon search and display (DSP/OTT) performance advertising for an assigned set of clients • Create, implement, manage, and report on advertising strategies that align with client goals • Collaborate with internal and external stakeholders to maximize performance for the client’s business • Proactively research industry trends and best practices and communicate internally to knowledge share • Engage frequently and professionally with clients via email/slack, phone, and in-person video meetings • Strategic thinking, detail oriented execution, and insightful data analysis to identify areas of opportunity and deliver sales-driving initiatives • Utilize Amazon Attribution and Amazon Marketing Cloud to gain additional insights to increase performance • Mentor more junior Advertising Managers

• Own Amazon search and display (DSP/OTT) performance advertising for an assigned set of clients • Create, implement, manage, and report on advertising strategies that align with client goals • Collaborate with internal and external stakeholders to maximize performance for the client’s business • Proactively research industry trends and best practices and communicate internally to knowledge share • Engage frequently and professionally with clients via email/slack, phone, and in-person video meetings • Strategic thinking, detail oriented execution, and insightful data analysis to identify areas of opportunity and deliver sales-driving initiatives • Utilize Amazon Attribution and Amazon Marketing Cloud to gain additional insights to increase performance • Mentor more junior Advertising Managers

• Own Amazon search and display (DSP/OTT) performance advertising for an assigned set of clients • Create, implement, manage, and report on advertising strategies that align with client goals • Collaborate with internal and external stakeholders to maximize performance for the client’s business • Proactively research industry trends and best practices and communicate internally to knowledge share • Engage frequently and professionally with clients via email/slack, phone, and in-person video meetings • Strategic thinking, detail oriented execution, and insightful data analysis to identify areas of opportunity and deliver sales-driving initiatives • Utilize Amazon Attribution and Amazon Marketing Cloud to gain additional insights to increase performance • Mentor more junior Advertising Managers