Bi-Lingual Front Office Coordinator
Keystone Advisors, Houston, TX, United States
Company Overview
Keystone Advisors is a field marketing firm partnering with top health insurance carriers to offer a wide range of insurance products. With over 20 years of experience, we serve communities with Medicare, individual, group health, life, and annuity solutions. Our team operates on core values: customer service, integrity, compassion, tenacity, and teamwork.
Job Summary
The Bi-Lingual Front Office Coordinator supports daily office operations, client interactions, and HR administrative functions. This role serves as the first point of contact for clients while ensuring accurate application processing, administrative support, and compliance with internal standards.
Duties and Responsibilities
Front Office & Client Services
Answer and route incoming calls professionally
Greet and assist visitors and walk-in clients, direct to appropriate personnel
Provide general information and support to clients
Confirm appointments and maintain accurate client records
Receive, sign for, and distribute mail and packages
Maintain a clean, organized, professional office and common areas
Monitor and restock office water coolers, and kitchen supplies
Client Support & Application Processing
Assist clients with completing applications (e.g., FAP)
Process applications and upload required documentation accurately
Handle sensitive information in compliance with privacy standards (PHI)
Communicate with clients regarding application status and requirements
Leading internal, external engagement, and expanding community outreach engagement
Planning events, creating calendars, and performing other duties as assigned.
Administrative & Operational Support
Maintain purchasing logs and track office supply usage
Support basic budget tracking for office-related expenses
Maintain required logs (e.g., temperature logs)
Assist with external partner requests (e.g., government agencies, financial institutions)
Human Resources Support
Maintain employee records, ensuring accuracy and proper naming conventions
Ensure compliance with HR documentation, including I-9 verification, background/credit checks, audits, and PHI handling
Support recruiting, onboarding, and new hire orientation
Coordinate interviews and scheduling
Prepare HR documents (offer letters, employment agreements, onboarding materials)
Respond to employee inquiries and provide administrative HR support
Assist HR and leadership with projects and initiatives
Support internal engagement and community outreach activities
Coordinate events and maintain calendars
Qualifications
High school diploma or equivalent required.
Must be bilingual - English/Spanish.
MS Office Experience/Knowledge.
Must be willing to obtain a Texas Health Insurance License.
Experience/Knowledge/Skills/Abilities/Training
Experience in administrative, front office, customer service, or HR support roles preferred.
Strong organizational and time management skills
Ability to manage multiple tasks and meet deadlines.
Ability to manage confidential and sensitive information.
Professional communication and customer service skills
Ability to work flexible hours based on business need.
Physical Requirements
Ability to remain seated for extended periods
Ability to stand, bend, and move as neededClear verbal communication and ability to hear and respond effectively
Regular use of computer, keyboard, and telephone systems
Manual dexterity for routine office tasks using hands and fingers
Commitment to maintaining personal well-being and supporting a culture of health and wellness
Company Benefits
At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including:
Medical, Dental, and Vision Insurance
Short-Term and Long-Term Disability (STD/LTD)
Life Insurance and AD&D Coverage
Paid Holidays and Paid Time Off (PTO)
401(k) retirement savings program
Employee Assistance Program (EAP)
Wellness Programs, including mental health support.
Gym Membership
Quarterly Employee Appreciation Activities
Professional Development Opportunities
#J-18808-Ljbffr
Keystone Advisors is a field marketing firm partnering with top health insurance carriers to offer a wide range of insurance products. With over 20 years of experience, we serve communities with Medicare, individual, group health, life, and annuity solutions. Our team operates on core values: customer service, integrity, compassion, tenacity, and teamwork.
Job Summary
The Bi-Lingual Front Office Coordinator supports daily office operations, client interactions, and HR administrative functions. This role serves as the first point of contact for clients while ensuring accurate application processing, administrative support, and compliance with internal standards.
Duties and Responsibilities
Front Office & Client Services
Answer and route incoming calls professionally
Greet and assist visitors and walk-in clients, direct to appropriate personnel
Provide general information and support to clients
Confirm appointments and maintain accurate client records
Receive, sign for, and distribute mail and packages
Maintain a clean, organized, professional office and common areas
Monitor and restock office water coolers, and kitchen supplies
Client Support & Application Processing
Assist clients with completing applications (e.g., FAP)
Process applications and upload required documentation accurately
Handle sensitive information in compliance with privacy standards (PHI)
Communicate with clients regarding application status and requirements
Leading internal, external engagement, and expanding community outreach engagement
Planning events, creating calendars, and performing other duties as assigned.
Administrative & Operational Support
Maintain purchasing logs and track office supply usage
Support basic budget tracking for office-related expenses
Maintain required logs (e.g., temperature logs)
Assist with external partner requests (e.g., government agencies, financial institutions)
Human Resources Support
Maintain employee records, ensuring accuracy and proper naming conventions
Ensure compliance with HR documentation, including I-9 verification, background/credit checks, audits, and PHI handling
Support recruiting, onboarding, and new hire orientation
Coordinate interviews and scheduling
Prepare HR documents (offer letters, employment agreements, onboarding materials)
Respond to employee inquiries and provide administrative HR support
Assist HR and leadership with projects and initiatives
Support internal engagement and community outreach activities
Coordinate events and maintain calendars
Qualifications
High school diploma or equivalent required.
Must be bilingual - English/Spanish.
MS Office Experience/Knowledge.
Must be willing to obtain a Texas Health Insurance License.
Experience/Knowledge/Skills/Abilities/Training
Experience in administrative, front office, customer service, or HR support roles preferred.
Strong organizational and time management skills
Ability to manage multiple tasks and meet deadlines.
Ability to manage confidential and sensitive information.
Professional communication and customer service skills
Ability to work flexible hours based on business need.
Physical Requirements
Ability to remain seated for extended periods
Ability to stand, bend, and move as neededClear verbal communication and ability to hear and respond effectively
Regular use of computer, keyboard, and telephone systems
Manual dexterity for routine office tasks using hands and fingers
Commitment to maintaining personal well-being and supporting a culture of health and wellness
Company Benefits
At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including:
Medical, Dental, and Vision Insurance
Short-Term and Long-Term Disability (STD/LTD)
Life Insurance and AD&D Coverage
Paid Holidays and Paid Time Off (PTO)
401(k) retirement savings program
Employee Assistance Program (EAP)
Wellness Programs, including mental health support.
Gym Membership
Quarterly Employee Appreciation Activities
Professional Development Opportunities
#J-18808-Ljbffr