Job Description

Insurance Onsite Relationship Representative

Location: St Louis, MO 63141 (Onsite) Duration: 6 Months (Contract). Possible extension Hours: Flexible 7.5-hour shifts between 8:00 AM – 5:00 PM

MUST-HAVE QUALIFICATIONS (Required)

Candidates must meet the qualifications below to be successful in this role:

• Microsoft Office Suite proficiency, including: Outlook, Excel (basic filtering at minimum), SharePoint and OneNote strongly suggested, but is preferred
• Comfort using AI-enabled productivity tools, including Copilot and ChatGPT, to streamline tasks and simplify processes
• Strong communication and multitasking skills, with the ability to: ask questions and seek assistance when needed, network across multiple departments to support agents effectively, partner closely with the management team to track pipelines, answer process questions, ensure follow-through, and support full-cycle task completion
• Experience handling confidential and sensitive information, including activities such as processing fingerprints and handling or supporting payment-related activities
• Customer-facing office experience, including answering and directing phone calls, organizing meetings, trainings, and events, and speaking comfortably in front of large groups of people
• Ability to support onsite events (rare), including creating name badges, sending email reminders, and assisting with coordination logistics

Business Unit Overview

Join client's Field Service Team, the driving force behind delivering exceptional experiences for our agents and clients. This team plays a critical role in shaping seamless customer experiences by supporting agents in meeting clients' life insurance needs, advancing strategic initiatives that enhance our operating model, and educating agents on innovative digital solutions. Your contributions will directly impact customer trust, loyalty, and overall success.

Role Overview

Our General Offices serve as key hubs supporting insurance agents and advisors nationwide. We are seeking a motivated, organized, and relationship-focused Operations Representative to support daily operations in a General Office location. This role sits within the Service Organization and serves as the first point of contact for both agents and clients. In addition, the role provides dedicated administrative and operational support to the local Managing Partner and management team, ensuring smooth office operations and streamlined processes for agency stakeholders. Success in this role requires strong relationship-building skills, organizational effectiveness, clear communication, discretion, and a proactive approach to problem-solving.

What You'll Do

• Provide administrative and operational support to the Managing Partner and management team
• Collaborate with the onsite Service Leader to ensure efficient office operations
• Serve as a primary point of contact for agents, responding to inquiries promptly and professionally
• Greet and welcome clients, agents, and visitors
• Answer, screen, and route incoming phone calls
• Coordinate accounts payable and receivable, including supporting agent payment requests, submitting operational expenses, and reconciling purchase cards
• Handle incoming and outgoing mail and deliveries, ensuring compliance with regulatory and confidentiality guidelines
• Assist with facility management, including building maintenance requests and basic troubleshooting (e.g., local network issues)
• Manage resource assignments and onboarding logistics for new agents
• Support additional administrative needs, including control reports, conference room coordination, meeting preparation, and candidate fingerprinting
• Assist with planning and coordinating onsite meetings, trainings, and events

What You'll Bring

• Prior experience in customer service, office administration, or operations support
• Excellent written and verbal communication skills
• Strong organizational skills with attention to detail
• Ability to manage competing priorities in a fast-paced, onsite environment
• Associate or Bachelor's degree preferred but not required

Training & Development

New hires receive on-the-job training covering the insurance industry, product and policy provisions, and transaction processing. Ongoing coaching and feedback are provided to support continued growth and success in the role.

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