Client Experience Coordinator

Greaterpasco

Holiday (FL)

Hybrid

USD 25,000 - 29,000

Part time

10 days ago
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Job summary

Insurance Benefit Navigators is hiring a part-time Client Experience Coordinator for an in-office role in Holiday, FL. You will greet clients, manage appointments, and handle front-desk operations. No insurance experience required; training provided.

Schedule is Monday–Friday, ~9:00 AM–3:00 PM, about 30 hours per week with growth opportunities. Pay is approximately $18–$21 per hour, commensurate with experience; Licenses are not required.

Qualifications

  • Friendly and professional demeanor for client interactions.
  • Organized and detail-oriented to keep the office running smoothly.
  • Willingness to learn and adapt to new systems.
  • No licensing required; training provided.

Responsibilities

  • Greet clients and visitors and check them in for appointments.
  • Answer and route incoming calls; schedule and confirm appointments.
  • Take messages and monitor voicemail; manage client files.
  • Perform basic data entry and CRM updates; maintain reception area.

Skills

Friendly
Professional on phone
Dependable
Organized
Detail-oriented
Tech-literate
Willing to learn

Tools

CRM software
Microsoft Office

Job description

We're Hiring: Client Experience Coordinator
Insurance Benefit Navigators
Holiday, FL 34691

Insurance Benefit Navigators is looking for a friendly, organized, and dependable Client Experience Coordinator to join our growing team.

This is a part-time, in-office position designed for someone who enjoys working with people, staying organized, and helping keep a busy office running smoothly.

You do not need to be a licensed insurance agent or have previous insurance experience. We're looking for the right personality, work ethic, professionalism, and willingness to learn.

Position: Client Experience Coordinator
Schedule: Monday–Friday, approximately 9:00 AM–3:00 PM
Hours: Approximately 30 hours per week
Location: In-office
Pay: Approximately $18–$21/hour, depending on experience
Insurance License: Not required
Growth Opportunity: Potential for increased hours and/or Full-Time employment as the position and agency continue to grow

What You'll Do

As our Client Experience Coordinator, you'll be one of the first people our clients interact with and will play an important role in creating the friendly, welcoming experience we want every person to have when working with Insurance Benefit Navigators.

  • Greeting clients and visitors
  • Checking clients in for appointments
  • Answering and routing incoming phone calls
  • Scheduling and confirming appointments
  • Taking accurate messages
  • Monitoring and assisting with voicemail
  • Scanning and uploading documents
  • Preparing client folders and appointment materials
  • Assisting with basic data entry and CRM updates
  • Maintaining an organized and professional reception area
  • Monitoring office supplies and materials
  • Helping prepare materials for community events
  • Assisting our team with general administrative projects
  • Helping keep the day-to-day office organized and running efficiently
Who We're Looking For

The ideal person for this role is someone who is:

  • Friendly and comfortable talking with people
  • Professional on the phone and in person
  • Dependable and punctual
  • Organized and detail-oriented
  • Comfortable using computers and learning new systems
  • Able to handle interruptions and shift priorities throughout the day
  • Patient and helpful with clients
  • Willing to learn
  • Comfortable asking questions when they don't know something
  • Able to work independently once trained
  • Interested in growing with a small but growing organization
Experience

Previous experience in customer service, reception, administration, healthcare, insurance, or another professional office environment is helpful but not required.

We're willing to train the right person.

About the Role

This is more than a traditional receptionist position.

Our Client Experience Coordinator will become an important part of our team and help support the overall client experience and daily operations of the agency.

As the position develops, there may be opportunities to take on additional responsibilities, increase hours, and potentially transition into a Full-Time role.

We're looking for someone who wants to learn, contribute, and grow alongside our team.

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