Job Description

Client Relations Coordinator - Remote
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We are seeking a dedicated and enthusiastic Client Relations Coordinator
to join our Clients’ customer service team. The successful candidate will be responsible for exceptional communication with clients, accurate reporting, and high-level support to teams, ensuring seamless client experiences and efficient operations. 

Key Responsibilities:

• Exceptional Client Communication
  • Demonstrate excellent written and verbal communication across multiple platforms, including phone, Zoom, web chat, and email.
  • Engage professionally and confidently with stakeholders at all levels to ensure clear, positive, and effective interactions.
  • Provide a seamless and supportive experience for clients in all communications.
• Reporting and Administrative Tasks
  • Manage and maintain accurate client reports, including tracking attendance, success metrics, and traffic light indicators.
  • Ensure timely and accurate data entry to support business operations and client tracking.
• High-Level Support
  • Provide high-level assistance to the Client Success and Coaching teams, improving efficiency and client engagement.
  • Work collaboratively across internal teams to align client engagement strategies and initiatives.

Qualifications:

• Experience in sales, and life insurance
  Experience in Data Entry
• Support to client success and recommendation
• Knowledge with Zoom and other Microsoft Apps
• Experience in Calendar scheduling (Calendly management)
• Insurance licenses are a plus– if you’re not licensed, we assist in licensing.

Workplace Perks:

• Unlimited earnings
• Travel incentives
• Health insurance
• Coaching, training and supportive team
• Vibrant, diverse and inclusive work environment
• 100% work from home – no traffic, no daily commute
• Fixed weekends off

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