Insurance Client Experience & Growth Coordinator (Part-Time / Full-Time / Students)Location: In-office (with future flexibility based on performance)Compensation: Competitive salary + performance‐based incentivesAbout the OpportunityWe'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 ForYou're someone who:Loves talking to people and building rapport quicklyIs organized, proactive, and always one step aheadEnjoys being the "go‐to" person who keeps things movingIs comfortable making outbound calls and starting conversationsHas a strong attention to detail and follow‐throughIs tech‐savvy and open to using tools, including AIThrives in a collaborative, team‐first environmentIs eager to grow into a bigger role over timeWhat You'll Be Responsible ForAnswering phones and directing calls professionallyGreeting clients and creating a welcoming experienceMaking outbound calls to support campaigns, follow‐ups,



and appointment settingBooking and confirming appointments for licensed advisorsSupporting client follow‐ups and maintaining solid communicationIdentifying opportunities and funneling them to the sales teamHelping streamline processes and improve efficiencySupporting the team with administrative and operational tasksWhat We're Looking ForStrong communication and interpersonal skillsConfidence on the phone, both inbound and outboundOrganization, multitasking, and attention to detailComfort with CRM systems, digital tools, and AI platformsA service‐first mindset with a proactive approachPositive, team‐oriented attitudeInsurance experience is an asset but not requiredGrowth OpportunityThis 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 roleGrow into operations or team leadershipWe invest in people who show initiative, consistency, and a desire to grow.What We OfferA supportive, collaborative team with strong leadershipHands‐on training and ongoing developmentExposure to all areas of the businessPerformance‐based incentives tied to contributionThe opportunity to grow into a licensed roleA high‐energy setting focused on growth and excellenceWhy Join UsWe'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 IfYou're ready to step into a role where you can contribute, learn, and grow into something bigger.

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