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 Were a growing insurance agency building a world-class client experience , and were 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.

Youll be the first impression, the connector, and a key part of how we create consistency, follow-through, and growth.

Who This Role Is For Youre someone who: Loves talking to people and building rapport quickly Is organized, proactive, and always one step ahead Enjoys being the go-to person who keeps things moving Is comfortable making outbound calls and starting conversations Has a strong attention to detail and follow-through Is tech-savvy and open to using tools, including AI Thrives in a collaborative, team-first environment Is eager to grow into a bigger role over time What Youll Be Responsible For Answering phones and directing calls professionally Greeting clients and creating a welcoming experience Making outbound calls to support campaigns, follow-ups,



and appointment setting Booking and confirming appointments for licensed advisors Supporting client follow-ups and maintaining strong communication Identifying opportunities and funneling them to the sales team Helping streamline processes and improve efficiency Supporting the team with administrative and operational tasks What Were Looking For Strong communication and interpersonal skills Confidence on the phone, both inbound and outbound Organization, multitasking, and attention to detail Comfort with CRM systems, digital tools, and AI platforms A service-first mindset with a proactive approach Positive, team-oriented attitude Insurance experience is an asset but not required Growth Opportunity This role is a launchpad into the industry .

For the right person, there is a clear path to: Become a licensed advisor (OTL and LLQP) Transition into a sales or advisory role Grow into operations or team leadership We invest in people who show initiative, consistency, and a desire to grow.

What We Offer A supportive, collaborative team with strong leadership Hands-on training and ongoing development Exposure to all areas of the business Performance-based incentives tied to contribution The opportunity to grow into a licensed role A high-energy environment focused on growth and excellence Why Join Us Were building more than a business, were building a team that takes pride in how we show up for clients and for each other.

If you want to be part of something growing, where your role actually matters and your effort is seen, this is your opportunity.

Apply If Youre ready to step into a role where you can contribute, learn, and grow into something bigger.

📌 Client Experience & Growth Coordinator& Insurance (Arnprior)
🏢 Jennifer Charlebois-Robillard - Desjardins Insurance Agent
📍 Arnprior