Client Experience Coordinator

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Page Insurance

Posted 2 months ago

Full Time

Idaho Falls, Idaho

In Person

Smart Summary

Responsibilities

The role involves acting as the first point of contact for the agency by routing calls, scheduling appointments, and managing front-line operations. Additionally, the coordinator is responsible for maintaining data integrity and collaborating with the team to improve internal workflows.

Qualifications

You have a genuine love for helping people and are calm under pressure, with previous customer service or administrative experience being highly valued. You are comfortable with modern tools and value clear communication, possessing the drive to take ownership of your work and seek a long-term career.

Must Have Skills for ATS

customer service

administrative experience

typing

Job Description

About the role You will be the "first impression" of Page Insurance and the guardian of focus. You make every client feel welcomed and taken care of, while keeping the agency organized by routing calls, scheduling, and handling the right work at the right level. You'll be joining a team that values clarity and "doing it the right way." If you want to grow, sharpen your skills, and be part of a team that is leveling up fast, you will fit right in.

What you'll do

  • Answer fast, greet warmly, triage correctly, and route work to the right person.
  • Protect the team by scheduling appointments and managing the front lines so others can do deep work.
  • Maintain data integrity by verifying cell phone and email info on every interaction.
  • Execute workflows with precision—we love smart systems that make life easier.
  • Collaborate with the team to solve problems and improve our processes.

Qualifications

  • The Personality: You LOVE PEOPLE. You genuinely enjoy helping others, you smile through the phone, and you are calm under pressure.
  • The Experience: No insurance license required. Previous customer service or administrative experience is highly valued.
  • The Drive: You take ownership of your work and are looking for a career, not just a job.
  • The Tech: You are comfortable with modern tools, value clear communication, and can type clean notes while talking.

What we offer

  • Clear Career Path: Looking for a long-term, stable career? For the right person, this role is a launchpad. We are highly invested in our team's growth and will fully support and sponsor you in getting your insurance license so you can step into an Agent role when you're ready.
  • A Winning Team: A culture that values clarity, doing things right, and supporting each other.
  • The Tools to Win: Modern technology and clear playbooks so you never have to guess what to do.

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Page Insurance

Page Insurance is a family-owned agency with a legacy dating back to 1980. What started as a father-and-sons team in Idaho Falls has grown into a thriving independent agency, but our core mission hasn't changed: we make insurance painless, personal, and even fun. Why work with us? We believe that to take great care of our clients, we first have to take care of our team. We’ve moved beyond the standard 'insurance agent' model to create a culture that is high-energy, supportive, and focused on improvement. We don't just rest on good products; we compete on experience. If you are looking for a career where you can genuinely connect with people and grow within a stable, local company, we’d love to meet you.
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