Operations & Client Services Coordinator Calgary

Operations & Client Services Coordinator Calgary

01 Aug
|
FFG Business and Health Solutions
|
Calgary

01 Aug

FFG Business and Health Solutions

Calgary

FFG Business and Health Solutions is hiring an Operations & Client Services Coordinator.

This is a part time, work-from-home position, Monday to Thursday, with a company-provided computer.

We’re looking for a capable self-starter who can manage multiple priorities, work independently, and take ownership of the details that keep client files, communication, and workflows moving forward.

Key responsibilities include
Entering, updating, and maintaining client and prospect information in ACT CRM
Monitoring employee benefit leads and referrals
Following up with prospective clients by phone and email
Sending initial communications and completing scheduled follow-up
Creating and maintaining client files in Microsoft Teams
Managing calendar entries, appointments, and related documentation
Updating information as client opportunities progress
Preparing client data packages and assisting with benefit applications
Helping ensure information is accurate, follow-up is completed, and nothing falls through the cracks

This is not a sales role, but the position does contribute to business development through timely, professional communication with leads and referrals.

The right person will be:
A self-starter who takes initiative and follows through




Able to manage several priorities without losing track of significant details
Logical, resourceful, and comfortable working independently
Warm, personable, and confident communicating by phone and email
Highly attentive to accuracy and data integrity
Comfortable working with numbers and detailed information
Willing to ask questions when clarification is needed
Proficient with Microsoft Teams, Outlook Calendar, and CRM systems

Previous experience in insurance or employee benefits would be a strong asset. Experience with ACT CRM is preferred, as this role is best suited to someone who can step in with solid technical and administrative skills.

FFG Business and Health Solutions is an independently owned and locally operated family business with a well-established reputation in Calgary. The team is supportive, welcoming, and includes many long-tenured employees.

Pay: $18.00-$22.00 per hour

Benefits
Company events
Dental care
Extended health care
Flexible schedule
Life insurance
Paid time off
Work from home

Application question(s):
Do you have experience working in insurance and/or employee perks?

Location:
Calgary, AB (preferred)

Work Location: Remote

📌 Operations & Client Services Coordinator Calgary
🏢 FFG Business and Health Solutions
📍 Calgary

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