Client Services and Marketing Coordinator - American Family Insurance Agency

Job Description

We are seeking a highly organized and customer-focused individual to join our growing insurance agency as a Client Services & Marketing Coordinator. This role will be responsible for ensuring exceptional customer service, maintaining and executing marketing programs (including email and mailer campaigns), gathering data for quotes, and managing appointment scheduling. The ideal candidate will be a proactive problem solver with strong communication skills and an ability to manage multiple tasks in a fast-paced environment.

Salary: $50000.00 - $60000.00 per year

Annual Base Salary Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Customer Service:

• Serve as the primary point of contact for clients, answering inquiries, addressing concerns, and providing ongoing support.
• Assist clients with policy updates, renewals, claims, and general insurance questions.
• Ensure client satisfaction by providing timely and professional service.
• Marketing Program Maintenance:
• Manage and execute regular email and mailer campaigns to engage clients and prospects.
• Maintain and update client lists, ensuring accuracy and segmentation for targeted marketing efforts.
• Track and report on the success of marketing campaigns and suggest improvements as needed.

Managing Marketing Programs:

• Run internal/external marketing lists every month.
• Develop and maintain an email and mailer drip campaign schedule.
• Identify new marketing opportunities within the current book of business and external leads.

Data Gathering:

• Collect and organize client information necessary for providing accurate insurance quotes.
• Liaise with potential clients to gather relevant data (such as coverage needs, personal information, etc.).
• Work with the sales team to ensure timely and accurate quotes are provided to clients.

Scheduling Appointments:

• Schedule and confirm appointments with clients for consultations, policy reviews, and follow-ups.
• Ensure that client appointments are organized and reminders are sent in advance.
• Manage and update the appointment calendar to optimize scheduling and avoid conflicts.

Administrative Support:

• Assist with general administrative duties as needed to support the smooth operation of the agency.
• Maintain client records and ensure they are updated and accurate in the agency's CRM system.
• Assist with policy issuance, renewals, and other essential tasks as required.

• Licensing: Active Property & Casualty license preferred, will need licenses prior to starting.
• Customer Service: Excellent verbal and written communication skills with a customer-first attitude.
• Marketing Experience: Familiarity with email marketing platforms (e.g., Mailchimp, Constant Contact) and general marketing principles.
• Organization: Strong ability to manage multiple tasks, prioritize, and maintain a structured workflow.
• Attention to Detail: Ability to gather and input data accurately for insurance quotes and client information.
• Tech-Savvy: Proficient with office software (Word, Excel, Google Suite) and familiarity with CRM systems.
• Experience: Prior experience in customer service, marketing, or an insurance-related role is a plus, but not required.
• Time Management: Ability to manage appointment scheduling and deadlines effectively.

An American Family Insurance Agency