Client Experience & Growth Coordinator, Insurance

Insurance Client Experience & Growth Coordinator (Part-Time / Full-Time / Students)

Location: In-office (with future flexibility based on performance)
Compensation: Competitive salary + performance-based incentives

About the Opportunity

We’re a growing insurance agency building a world-class client experience, and we’re looking for someone who thrives in a people-first environment.

This role sits at the center of our client experience and team operations, supporting clients, coordinating communication, and helping drive opportunities to our licensed advisors.

You’ll be the first impression, the connector, and a key part of how we create consistency, follow-through, and growth.

Who This Role Is For

You’re someone who:

• Loves talking to people and building rapport quickly
• Is organized, proactive, and always one step ahead
• Enjoys being the “go-to” person who keeps things moving
• Is comfortable making outbound calls and starting conversations
• Has a strong attention to detail and follow-through
• Is tech-savvy and open to using tools, including AI
• Thrives in a collaborative, team-first environment
• Is eager to grow into a bigger role over time

What You’ll Be Responsible For

• Answering phones and directing calls professionally
• Greeting clients and creating a welcoming experience
• Making outbound calls to support campaigns, follow-ups, and appointment setting
• Booking and confirming appointments for licensed advisors
• Supporting client follow-ups and maintaining strong communication
• Identifying opportunities and funneling them to the sales team
• Helping streamline processes and improve efficiency
• Supporting the team with administrative and operational tasks

What We’re Looking For

• Strong communication and interpersonal skills
• Confidence on the phone, both inbound and outbound
• Organization, multitasking, and attention to detail
• Comfort with CRM systems, digital tools, and AI platforms
• A service-first mindset with a proactive approach
• Positive, team-oriented attitude
• Insurance experience is an asset but not required

Growth Opportunity

This role is a launchpad into the industry.

For the right person, there is a clear path to:

• Become a licensed advisor (OTL and LLQP)
• Transition into a sales or advisory role
• Grow into operations or team leadership

We invest in people who show initiative, consistency, and a desire to grow.

What We Offer

• A supportive, collaborative team with strong leadership
• Hands-on training and ongoing development
• Exposure to all areas of the business
• Performance-based incentives tied to contribution
• The opportunity to grow into a licensed role
• A high-energy environment focused on growth and excellence

Why Join Us

We’re building more than a business, we’re building a team that takes pride in how we show up for clients and for each other.

If you want to be part of something growing, where your role actually matters and your effort is seen, this is your opportunity.

Apply If

You’re ready to step into a role where you can contribute, learn, and grow into something bigger.