Client Concierge

Job Title: Client Concierge
Department: Operations
Reports To: VP of Operations
Status: Full-Time / Fully Remote

About CyberFin 

At CyberFin, we are dedicated to protecting small to medium-sized businesses from cyber-crimes and compliance fines. Since our founding in 2021, we have become a leading Managed Security Service Provider, and we’re ready for our next growth phase. Join us in making a difference. 

Who You Are 

  • Relentless: You are passionate about protecting businesses from cyber-crimes. 
  • Simplifier: You make complex processes and communications simple. 
  • Knowledgeable: You believe in the power of knowledge and are always learning. 
  • Committed: You bring your full self to work, contributing to your team and the company. 

Job Description 

As a Client Concierge, you will engage with our customers nationwide, addressing their service needs and closing gaps in their cybersecurity coverage. Our customers are top executives focused on security, compliance, and revenue growth, typically from Commercial Insurance Agencies, RIAs, Financial Planners, CPAs, and Exit Planners. 

What You’ll Do 

  • Provide remarkable inbound service and manage client expectations. 
  • Establish and maintain relationships with clients, potential clients, and companies we represent through phone, email, and electronic communication. 
  • Respond promptly to client needs, resolve coverage questions, and process service requests. 
  • Maintain client files, process transactions, and handle renewals and sales orders. 
  • Generating additional revenue on the book of business in the form of increased coverage, account rounding, adding features and generating referrals for new business.   
  • Leverage AI tools like ChatGPT to enhance customer service efficiency, streamline communication, and manage service requests. 

Requirements & Skills 

  • Proficient in Microsoft Word, PowerPoint, Excel, Outlook, and calculator use. 
  • Excellent communication skills, both verbal and written. 
  • Organized, punctual, and detail-oriented. 
  • Reliable, ethical, and supportive. 
  • Familiarity with Generative AI and prompt engineering to improve efficiency and effectiveness in client service tasks. 

Join us at CyberFin and be part of a team that is dedicated to making a difference in cybersecurity. Your role will be dynamic, rewarding, and critical to our growth and success. 

Limitations and Disclaimer 

All job requirements are subject to possible modifications to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significate risk to the health and safety of themselves or other employees. 

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. 

Requirements are representative of minimum level of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis. 

Compensation: Base Salary Comissions
Department: Operations
Job Type: Full Time
Location: Canada Mexico Remote US

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