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!