We are seeking a highly organized and professional Chief of Customer Experience to join our team. This individual will be responsible for ensuring seamless customer interactions, managing the agency owner's email and calendar, and proactively engaging with clients during significant life events. The ideal candidate is detail-oriented, a strong communicator, and a problem solver with excellent writing skills.
Salary Range: $16,000.00 - $32,000.00 per year
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Parental Leave
Strong organizational skills with the ability to manage multiple tasks effectively.
Excellent written and verbal communication skills with professional-level writing ability.
High attention to detail and ability to problem-solve independently.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and CRM systems.
Experience in customer service, administrative support, or related fields preferred.
Ability to maintain confidentiality and handle sensitive information with discretion.
Positive, proactive attitude with a passion for delivering excellent customer experiences.
Manage and prioritize the agency owner’s email, ensuring timely responses and organization.
Maintain and coordinate the agency owner’s calendar, scheduling meetings, client reviews, and internal tasks.
Serve as the primary point of contact for onboarding customers, ensuring their experience is smooth, efficient, and positive.
Proactively reach out to customers for key life events such as birthdays, anniversaries, policy milestones, and claims follow-ups.
Organize and send personalized care packages to clients to enhance their customer experience.
Schedule policy reviews and ensure customers remain informed about their coverage.
Draft professional communications, including emails, letters, and customer engagement materials.
Assist with general administrative duties to keep agency operations running smoothly.
Identify and implement ways to improve customer experience and internal processes.