Insurance Client & Growth Specialist

Position: Insurance Client Experience & Growth Specialist
Join us as an Insurance Client Experience & Growth Specialist. This role centers on enhancing client interactions and supporting team operations to fuel growth.

We are a dynamic insurance agency looking for someone who thrives in client-focused environments. In this position, you’ll be responsible for coordinating communication, assisting licensed advisors, and fostering a welcoming client experience. Your proactive nature and attention to detail will drive success.

Key Responsibilities:

• Professionally answer phones and direct client inquiries

• Greet clients to ensure a warm and welcoming service

• Initiate outbound calls for campaign support and follow-ups

• Schedule and confirm appointments for licensed advisors

• Keep communication strong and organized for client follow-ups

Requirements:

• Strong communication and interpersonal skills

• Confident with making inbound and outbound calls

• Detail-oriented with effective multitasking capabilities

• Familiarity with CRM systems and AI platforms

• Service-first mindset and positive team spirit

Enhance client engagement and grow with our insurance agency by leveraging your strengths.
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