Client Experience & Office Operations Specialist

Strunk Insurance Group; Santa Barbara (CA); On-site; USD 54,000 - 62,000; Full time

Benefits offered by this job

Benefits

Job summary

Strunk Insurance Group in Santa Barbara, CA is seeking a Client Experience Coordinator to join our financial services team. This role is in-office, full-time, and focuses on greeting clients, coordinating events, and keeping the office organized with meticulous attention to detail.

You will support client meetings, manage documents and CRM records, and assist with networking events and daily operations. A proactive, professional presence and strong administrative skills are essential.

Qualifications

• Professional office or administrative experience required.
• Hospitality or events experience is a plus.
• Bachelor's degree helpful but not required.

Responsibilities

• Greet clients and visitors and create a welcoming, professional experience.
• Coordinate meeting spaces and schedule events.
• Answer calls and manage mail, documents, and office organization.
• Support client meetings and monthly local networking events.
• Maintain accurate CRM notes and confidential information.

Skills

Organizational skills

Attention to detail

Professional communication

Reliability

Confidentiality

Education

Bachelor's degree helpful

Tools

Microsoft Office

Excel

Video conferencing

Job description

Strunk Insurance Group in Santa Barbara, CA is seeking a Client Experience Coordinator to join our financial services team. This role is in-office, full-time, and focuses on greeting clients, coordinating events, and keeping the office organized with meticulous attention to detail.

You will support client meetings, manage documents and CRM records, and assist with networking events and daily operations. A proactive, professional presence and strong administrative skills are essential.