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 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 You’ll 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 We’re 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
We’re building more than a business, we’re 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
You’re ready to step into a role where you can contribute, learn, and grow into something bigger.

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