Client Experience & Growth Coordinator& Insurance

Location: In-office (with future flexibility based on performance)
Compensation: Competitive salary + performance-based incentives

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.

You’re someone who:

• Loves talking to people and building rapport quickly


• Is or...