Insurance Client Coordinator

The Pirch Agency operates from two vibrant locations in Lee's Summit and Blue Springs with a team of nine dedicated professionals committed to doing great work in a supportive, energized environment. We value collaboration, clarity, and creating space for each team member to do their best, whether that's through specialized roles, cross-training, or clear workflows that make daily tasks more efficient.

We are currently seeking an Insurance Client Coordinator to join our Lee's Summit location. In this role you'll serve as the primary point of contact for new business clients, guiding them through the onboarding experience with care. This is a client support role designed to assist and guide new policy holders, not a sales position.

Apply Today if you're passionate about delivering outstanding customer service, enjoy a role with clear purpose, and are looking to grow your career in the insurance and financial industry, we'd love to hear from you. At The Pirch Agency, we believe a positive client experience starts with a well-supported team, join a team where your contribution makes a difference.

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Retirement Plan

Work-Life Balance

Monday-Friday 8 : 30am-5 : 00pm Schedule

Mentorship

Team Building Activities

Equipment Provided

Responsibilities

• Review, finalize, and issue new policies across personal lines (home, auto, umbrella, etc.).
• Coordinate client communication for follow-ups, required documents, and coverage confirmations.
• Collaborate with quoting team and Associate Agents to ensure a smooth handoff from quote to policy.
• Maintain accurate records, follow compliance guidelines, and update client files as needed.
• Support retention efforts by building strong initial client relationships and delivering timely service.
• Collaborate with underwriters, collect necessary documents for policy issuance, and follow up on pending actions.

Requirement