Lead Coordinator, Personal Insurance (P/T)

First Community Credit Union; Chesterfield (MO); On-site; USD 25,000 - 39,000; Part time

Job summary

First Community Insurance Agency is seeking a Lead Coordinator for Personal Insurance (P/T) in Chesterfield, MO. You will support lead generation and intake, acting as the first contact for individuals requesting quotes and ensuring accurate information is captured for licensed advisors.

The role emphasizes excellent customer service, detail orientation, and effective communication to move prospects through the quote process and into active customer relationships.

Qualifications

• Prior experience in customer service.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong analytical and problem-solving abilities.

Responsibilities

• Work with prospective customers via inbound/outbound calls to collect personal insurance information.
• Serve as first point of contact for personal insurance quotes.
• Complete accurate intake of customer information for licensed advisors.
• Follow up with prospects to obtain outstanding information and maintain contact with leads.
• Enter and maintain prospect information and lead activity in CRM/AMS and other systems.

Skills

Customer service experience

Communication skills

Attention to detail

Analytical thinking

Job description

Position:Lead Coordinator, Personal Insurance (P/T)

Location: Chesterfield, MO

Job Id:499

# of Openings:1

Lead Coordinator, Personal Insurance (P/T)

The Personal Insurance Lead Coordinator is responsible for supporting the lead generation and intake functions of First Community Insurance Agency. The coordinator works directly with prospective customers through inbound and outbound calls to gather accurate information and facilitate the quote process with licensed advisors. A strong focus on customer service, attention to detail, and accurate information gathering is essential for success in this position.

Specific Responsibilities:

• Work directly with prospective customers through inbound and outbound calls to gather personal insurance information.
• Provide a professional and helpful first point of contact for individuals requesting personal insurance quotes.
• Complete accurate and thorough intake of customer information and document all relevant details for licensed Insurance Advisors.
• Follow up with prospective customers to obtain outstanding information and maintain contact with assigned leads.
• Enter and maintain accurate prospect information and lead activity in CRM/AMS and other applicable systems.

Required Knowledge, Skill and Abilities

• Prior experience in customer service
• Excellent communication and interpersonal skills
• Detail-oriented with strong analytical and problem-solving abilities