Onsite Relationship Specialist

eTeam; Windsor (CT); On-site; USD 28,000 - 39,000; Full time

Job summary

eTeam is hiring an Onsite Relationship Specialist for our Windsor, CT location. This full-time onsite role focuses on supporting agents and clients, and assisting the Managing Partner and management with daily operations.

You will greet visitors, answer inquiries, manage mail and payments, and help with onboarding new agents. Strong communication and organizational skills are essential to ensure efficient service delivery.

Qualifications

• Minimum of 3 years’ experience in customer service and/or office administration.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management.
• Collaborate with the onsite Service Leader to ensure efficient operations.
• Act as a point of contact for agents, addressing inquiries promptly and professionally.
• Greet and welcome visitors; answer and direct phone inquiries.
• Coordinate accounts payable/receivable and approve related expenses.
• Handle mail and deliveries per regulatory guidelines.
• Assist with facilities management and onboarding for new agents.
• Coordinate fingerprinting for candidates; prepare for meetings and manage conference rooms.

Skills

Customer service

Office administration

Microsoft Office

Written and verbal communication

Education

Associate degree

Bachelor’s degree preferred

Job description

Job Title: Onsite Relationship Specialist
Location: Onsite: 100 Northfield Drive, Ste 200, Windsor, CT
Duration: 12 Months Contract

Department: Field Service

Interview: Onsite, 2 interview process/45 mins
Fingerprinting Required: Yes

Onsite Relationship Specialist:
Business Unit Overview
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for Client’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

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. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. 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 a minimum of 3 years’ 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
Associates, or bachelor’s degree preferred, but not required
Training & Development
Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.

Shift Information
This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:30 AM – 5:00 PM.