FFG Business and Health Solutions is hiring an Operations & Client Services Coordinator.
This is a part-time, primarily work-from-home position, Monday to Thursday, with a company-provided computer.
We’re looking for a capable self-starter who can manage multiple priorities, work independently, and take ownership of the details that keep client files, communication, and workflows moving forward.
Key responsibilities include:
- Entering, updating, and maintaining client and prospect information in ACT CRM
- Monitoring employee benefit leads and referrals
- Following up with prospective clients by phone and email
- Sending initial communications and completing scheduled follow-up
- Creating and maintaining client files in Microsoft Teams
- Managing calendar entries, appointments, and related documentation
- Updating information as client opportunities progress
- Preparing client data packages and assisting with benefit applications
- Helping ensure information is accurate, follow-up is completed, and nothing falls through the cracks
This is not a sales role, but the position does contribute to business development through timely, professional communication with leads and referrals.
The right person will be:
- A self-starter who takes initiative and follows through
- Able to manage several priorities without losing track of important details
- Logical, resourceful, and comfortable working independently
- Warm, personable, and confident communicating by phone and email
- Highly attentive to accuracy and data integrity
- Comfortable working with numbers and detailed information
- Willing to ask questions when clarification is needed
- Proficient with Microsoft Teams, Outlook Calendar, and CRM systems
Previous experience in insurance or employee benefits would be a strong asset. Experience with ACT CRM is preferred, as this role is best suited to someone who can step in with solid technical and administrative skills.
FFG Business and Health Solutions is an independently owned and locally operated family business with a well-established reputation in Calgary. The team is supportive, welcoming, and includes many long-tenured employees.
Pay: $18.00-$22.00 per hour
Benefits:
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
Application question(s):
- Do you have experience working in insurance and/or employee benefits?
Work Location: Hybrid remote in Calgary, AB T3H 2X8
