Become the cornerstone of client experience and growth in our insurance agency! This role is open to part-time or full-time candidates who love engaging with people and improving operations.As an Insurance Client Growth and Experience Coordinator, you'll take charge of client phone interactions and appointment management. Your proactive approach and organizational abilities will foster a welcoming environment and promote effective communication across the team, all while identifying new opportunities to support our licensed advisors.Key Responsibilities:Professionally direct calls and answer inquiriesWelcome clients and create a positive first impressionMake outbound calls for follow-ups and setting appointmentsBook and confirm appointments for the teamMaintain strong communication to enhance client experienceRequirements:Excellent communication and interpersonal skillsComfortable with phone communicationOrganized with robust multitasking capabilitiesFamiliarity with CRM and technology toolsExperience in insurance preferred, not essentialSupport our mission to deliver outstanding client experiences while building your career!

📌 Insurance Client Growth And Experience Role (Ottawa)
🏢 Jennifer Charlebois-Robillard - Desjardins Insurance Agent
📍 Ottawa