Onsite Relationship Specialist

Veterans Sourcing Group, LLC; Windsor (CT); On-site; USD 42,000 - 60,000; Full time

Job summary

Veterans Sourcing Group, LLC seeks an Onsite Relationship Specialist to support the Managing Partner and management team at the Windsor, CT office. This role is the first point of contact for agents and clients, coordinating administrative tasks and ensuring smooth day-to-day operations.

You will greet visitors, manage inquiries, handle mail and deliveries, and assist with facility management and onboarding for new agents. Strong communication and organizational skills are essential.

Qualifications

• Minimum 3 years in customer service or office administration.
• Excellent written and verbal communication.
• Strong organizational and problem-solving abilities; able to greet visitors and manage inquiries.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team
• Collaborate 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, including 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
• Perform additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates
• 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.

Skills

Customer service

Office administration

Communication skills

MS Office

Education

Associate or Bachelor's degree preferred

Job description

Job Title: Onsite Relationship Specialist

Location: 100 Northfield Drive, Ste 200, Windsor, CT 06095

Job Description:

• 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.

Responsibility:

• Provide administrative and operational support to the Managing Partner and management team
• Collaborate 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, including 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
• Perform additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates
• 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 customer service and/or office administration
• Excellent written and verbal communication skills
• Strong computer skills with proficiency in the Microsoft Office Suite
• Associate's 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.