Client Experience & Growth Coordinator& Insurance

Full-time Information and Record Clerks

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 or...