Job Description
Role Overview
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Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization.
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What You'll Do
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• Provide administrative and operational support to the Managing Partner and management team
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• Collaborates with the onsite Service Leader to ensure efficient operations
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• Act as a point of contact for agents, addressing their inquiries promptly and professionally
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• Greet and welcome visitors
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• Answer and direct phone inquiries
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• Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
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• Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
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• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.)
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• Manage resource assignments for new agents, ensuring their onboarding experience is smooth
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• Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates
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What You'll Bring
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The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.
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Required Skills:
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• Ideal candidate should have experience in a customer service and/or office administration
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• Excellent written and verbal communication skills
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• Strong computer skills with proficiency in the Microsoft Office Suite
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Training & Development
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- Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.
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