Jobs

Description

Fully On-site
 

Employment Type: Fulltime-37.5 hours per week
 

Schedule: Standard office hours (8:30 AM to 5:00 PM PST, with a one-hour lunch)
 

Fingerprinting is required for this job assignment.

 

Role Overview

• 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.
• 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.

 

What You'll Do

• 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 

 

What You’ll Bring
 

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.

 

 

Required Skills:

• Ideal candidate should have 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