Onsite Relationship Specialist

Position Overview

Join the Field Service Team, the driving force behind the delivery of exceptional experiences for client's agents and clients. As part of the diverse team, will have the opportunity to shape seamless customer experiences. Whether helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating the agents on innovative digital solutions, the work will have a direct and powerful impact on the success in fostering customer trust and loyalty. The 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. 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, 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.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team
• Collaborates with the Onsite Service Leader to ensure efficient operations
• Act as a point of contact for agents, addressing their inquiries promptly and professionally
• Greet and welcome visitors
• Answer and direct phone inquiries
• Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
• Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.)
• Manage resource assignments for new agents, ensuring their onboarding experience is smooth
• Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

Required Skills

• 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
• Ideal consultant should have a minimum of 3 years' experience in a customer service and / or office administration
• Excellent written and verbal communication skills
• Strong computer skills with proficiency in the Microsoft Office Suite

Benefits

• 401k Retirement Savings Plan administered by Merrill Lynch
• Commuter Check Pretax Commuter Benefits
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO