**Operations & Client Support Coordinator — Life Insurance + GoHighLevel Required**

Please do not apply if you do not have life insurance experience and GoHighLevel experience.

Type of Work: Part-Time
Hours: 20 hours per week
Schedule: 4 hours per day, Monday–Friday, CST time zone alignment required
Starting Pay: Based on experience
Opportunity: Potential to grow into full-time for the right person

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Job Overview

We are a growing financial services firm looking for a polished, reliable, and experienced Operations & Client Support Coordinator.

This role is for someone who already has prior life insurance experience and is comfortable working with applications, client follow-up, carrier communication, CRM updates, and agent onboarding/licensing support.

This is not an entry-level VA position. You must be able to follow SOPs, manage deadlines, communicate professionally, and keep client and policy work moving without constant reminders.

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Non-Negotiable Requirements

To be considered, you must have:

• Prior life insurance experience
• GoHighLevel experience
• Strong written English
• Professional client communication skills
• Experience with CRM updates and pipeline management
• Experience handling applications, onboarding, documents, or policy follow-up
• Reliable internet and a professional work setup
• Ability to work during CST business hours
• Ability to follow SOPs and manage tasks without constant supervision

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Daily Responsibilities

Your responsibilities may include:

• Manage life insurance applications from submission to approval
• Follow up with clients, agents, and carriers
• Track pending requirements, signatures, and policy status
• Update pipelines and tasks in GoHighLevel
• Assist with agent licensing and onboarding
• Organize client and application documents
• Send professional client email s and text follow-ups
• Review SOPs and follow the correct process before taking action
• Provide daily end-of-shift updates
• Ensure urgent client and policy matters are prioritized properly

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Required Technical Skills

You must have experience with:

• GoHighLevel
• Gmail
• Google Docs
• Google Sheets
• Zoom
• CRM task and pipeline management
• Client follow-up by email , text, or phone
• Document handling and application processing

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Life Insurance Experience Required

You should already understand or have experience with some of the following:

• Life insurance applications
• Policy status follow-up
• Pending requirements
• Client signatures
• Carrier follow-up
• Agent licensing or onboarding
• CRM pipeline tracking
• Application/document accuracy

Experience with carriers, financial services, or insurance back-office operations is strongly preferred.

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Soft Skills Required

You must be:

• Detail-oriented
• Organized
• Fast and accurate
• Professional in writing and communication
• Comfortable speaking with clients when needed
• Able to prioritize urgent work
• Able to take ownership of tasks
• Able to work independently after training
• Willing to ask clear questions when something is unclear

This role requires someone who can think through the next step, not just wait for instructions.

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Professional Setup Required

Because this role may involve client-facing communication, you must have:

• Quiet workspace
• Clear audio
• Professional Zoom presence
• Good lighting
• Stable internet connection
• Ability to join meetings on camera when needed

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Training Provided

Training will be provided on our specific systems and workflows, including:

• Internal application workflow
• Client follow-up process
• Licensing/onboarding process
• CRM process
• SOPs and daily task expectations

However, you must already have a foundation in life insurance operations and GoHighLevel.

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To Apply

To be considered, please start your application with the word Bridge and answer the following questions:

1. How many years of life insurance or financial services experience do you have?
2. What life insurance tasks have you handled before?
3. What CRM systems have you used?
4. Describe your experience using GoHighLevel.
5. Have you managed insurance applications, pending requirements, or policy follow-up before?
6. Have you assisted with agent licensing or onboarding?
7. How do you prioritize tasks when everything feels urgent?
8. How would you follow up with a client whose policy is at risk of lapsing?
9. How would you follow up with a client who has not completed their application?
10. Are you available to work during CST business hours?

Please also submit a short voice note, 1–2 minutes, introducing yourself and explaining why you are a good fit for this role.

Applications without the word Bridge, life insurance experience, GoHighLevel experience, and a voice note will not be considered.