Client Success & Agent Support Coordinator

Join Our Growing Team!

We are looking for a highly organized, people-focused, and detail-oriented Client Success & Agent Support Coordinator to help us deliver exceptional service to our clients while supporting our growing team of insurance agents.

If you love building relationships, staying organized, and making a positive impact behind the scenes, we’d love to meet you!

Responsibilities

Client Care

• Schedule appointments for clients.
• Contact clients for policy follow-ups.
• Confirm clients have received their mailed policies.
• Ensure Final Wishes Guide (FCGS) is completed.
• Verify FCGS cards have been issued to emergency contacts.
• Make birthday calls and send birthday greetings.
• Manage and promote our client referral program.
• Coordinate appreciation gifts for clients.

Agent Support

• Schedule and facilitate role-play sessions.
• Assist with weekly game plan and promotion meetings.
• Provide administrative support to help agents stay organized and productive.
• Maintain accurate client and agent records.
• Deliver outstanding customer service through phone, text, and email .

Qualifications

• Excellent communication and customer service skills.
• Strong organizational and time management abilities.
• Comfortable making outbound calls.
• Positive attitude with a heart for serving others.
• Detail-oriented and dependable.
• Proficient with Microsoft Office and/or Google Workspace.
• CRM experience is a plus but not required.

What We’re Looking For

• Professional and friendly personality.
• Self-starter who can work independently.
• Strong follow-up skills.
• Coachable and eager to learn.
• Someone who enjoys helping both clients and teammates succeed.

If you’re passionate about serving people, creating exceptional client experiences, and helping a team grow, we’d love to hear from you!