Insurance Onsite Relationship Representative

Job Title

Pay Rate: $20-$23 per hour

Duration: 6 Months

Work Mode: Onsite

Responsibilities:

• Provide administrative and operational support to the managing partner and management team.
• Collaborate 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 managing requests related to agent payments, submitting operational expenses, and reconciling purchase cards.
• Handle incoming and outgoing mail and deliveries, ensuring correspondence distribution complies with regulatory guidelines.
• Assist with facility management, including building maintenance requests and troubleshooting local network issues.
• Manage resource assignments for new agents, ensuring a smooth onboarding experience.
• Perform additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates.

Requirements:

• Experience in customer service and/or office administration.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in the Microsoft Office Suite.

Preferred Skills:

• Associates or bachelor's degree preferred, but not required.
• Comfortable leveraging CoPilot & Chat GPT tools to simplify processes.
• Experience handling confidential information, such as processing fingerprints and possibly processing payments.
• Ability to multitask and network with multiple departments to assist agents.
• Comfortable asking others for assistance and tracking management team pipelines.
• Experience organizing meetings, trainings, and speaking in front of large groups of people.
• May be required to help coordinate onsite events, such as creating name tags and sending out email reminders.

Benefits:

• On-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing.
• Coaching and feedback to help gain necessary skills for success.

Axelon Services Corporation