Client Experience Coordinator

About the role You will be the "first impression" of Page Insurance and the guardian of focus. You make every client feel welcomed and taken care of, while keeping the agency organized by routing calls, scheduling, and handling the right work at the right level. You'll be joining a team that values clarity and "doing it the right way." If you want to grow, sharpen your skills, and be part of a team that is leveling up fast, you will fit right in.

What you'll do

• Answer fast, greet warmly, triage correctly, and route work to the right person.
• Protect the team by scheduling appointments and managing the front lines so others can do deep work.
• Maintain data integrity by verifying cell phone and email info on every interaction.
• Execute workflows with precision—we love smart systems that make life easier.
• Collaborate with the team to solve problems and improve our processes.

Qualifications

• The Personality: You LOVE PEOPLE. You genuinely enjoy helping others, you smile through the phone, and you are calm under pressure.
• The Experience: No insurance license required. Previous customer service or administrative experience is highly valued.
• The Drive: You take ownership of your work and are looking for a career, not just a job.
• The Tech: You are comfortable with modern tools, value clear communication, and can type clean notes while talking.

What we offer

• Clear Career Path: Looking for a long-term, stable career? For the right person, this role is a launchpad. We are highly invested in our team's growth and will fully support and sponsor you in getting your insurance license so you can step into an Agent role when you're ready.
• A Winning Team: A culture that values clarity, doing things right, and supporting each other.
• The Tools to Win: Modern technology and clear playbooks so you never have to guess what to do.