What are the responsibilities and job description for the Customer Experience Coordinator ($75k+ | Systems, Training & Mentorship Provided) position at Delaney Agency?
ABOUT THE OPPORTUNITY:
The Delaney Agency, powered by one of the largest insurance organizations in the country, is a family-driven agency built on vision, integrity, and growth. Our mission is simple - Protect Families. Develop Leaders.
We’re disrupting the traditional insurance space by combining cutting-edge technology, AI systems, and real human connection to change how families are protected. No cold calls. No chasing. You’ll work directly with qualified clients who have already requested help securing financial protection for their future.
RESPONSIBILITIES
- Master company systems and products to deliver a first-class client experience
- Follow up with warm leads and prior client inquiries
- Meet with clients virtually via Zoom or phone during the sales process
- Manage direct communication between clients and the company
- Collaborate with your agency team to ensure smooth, professional client experiences
- Meet or exceed performance goals to earn promotions and leadership opportunities
- Maintain state licensing requirements and compliance standards
- Attend weekly virtual meetings for training and team development
- Build and nurture client relationships through company-provided or self-generated leads
- Educate clients on how our products help build and protect generational wealth
QUALIFICATIONS
- Preferred 3 years of experience in sales, customer service, or a related field preferred
- Comfortable with technology and modern communication tools
- Strong time management and organization skills
- Excellent communication skills - both on the phone and face-to-face
- A servant leadership mindset focused on helping others
REQUIREMENTS
- Ability to work flexible hours - evenings and weekends as needed for clients
- Reliable cell phone, data, and Wi-Fi access
- Must pass a background check
- Complete carrier contracting requirements
- Active Life & Health Insurance License (or willingness to obtain - we help you get licensed in 7–10 days)
BENEFITS
- Work remotely with flexible training and scheduling
- Performance-based bonuses and incentives
- Annual all-expense-paid trips for top producers
- Discounted health and life insurance coverage options
- Leadership development and growth opportunities within the organization
Ready to take control of your time and income?
Apply today to join the Delaney Agency and build a career that fits your goals and lifestyle.
Job Types: Full-time, Part-time, Permanent
Pay: $75,000 - $300,000 per year
Disclaimer: If you do not currently have a Life/Health Insurance License, the Delaney Agency provides the resources and guidance to help you obtain it in as little as 7–10 days.
Salary : $75,000 - $300,000