Client Relations Coordinator

Client Relations Coordinator ___________________________________________________ _ Job Overview :   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 Powered by JazzHR