Insurance Onsite Relationship Representative
Spectraforce Technologies, Saint Louis, MO, United States
Job Title: Insurance Onsite Relationship Representative
Location:
Creve Coeur, MO 63141
Duration: 6 Months
Work Type: Onsite M-F
Timings: Flexible 7.5-hour shifts between 8:00 AM - 5:00 PM
Business Unit Overview
Client 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
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
Candidate fingerprinting
Assist with planning and coordinating onsite meetings, trainings, and events
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
Handling or supporting payment-related activities
Customer-facing office experience, including:
Answering and directing phone calls
Organizing meetings, trainings, and events
Speaking comfortably in front of large groups of people
Ability to support onsite events (rare), including:
Creating name badges
Sending email reminders
Assisting with coordination logistics
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.
Location:
Creve Coeur, MO 63141
Duration: 6 Months
Work Type: Onsite M-F
Timings: Flexible 7.5-hour shifts between 8:00 AM - 5:00 PM
Business Unit Overview
Client 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
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
Candidate fingerprinting
Assist with planning and coordinating onsite meetings, trainings, and events
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
Handling or supporting payment-related activities
Customer-facing office experience, including:
Answering and directing phone calls
Organizing meetings, trainings, and events
Speaking comfortably in front of large groups of people
Ability to support onsite events (rare), including:
Creating name badges
Sending email reminders
Assisting with coordination logistics
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.