Operations & Client Services Coordinator

Relation Insurance Services, Inc. - RISI; Fresno (CA); On-site; USD 25,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

Health and retirement benefits

Career development opportunities

Job summary

Relation Insurance Services, Inc. - RISI is seeking an Operations Coordinator to provide comprehensive administrative and operational support.

You will help ensure efficient day-to-day business operations and exceptional client service while coordinating across teams and supporting leadership initiatives. The role emphasizes strong interpersonal skills, organization, and a proactive, client-focused mindset, with opportunities to contribute to projects that drive growth and operational

Qualifications

• High School Diploma or equivalent.
• 1+ year of customer service experience in a professional office or customer support environment.
• Basic knowledge of insurance markets, products, services insurance ratings and underwriting procedures is helpful.
• Outstanding interpersonal and communication skills are required to maintain relationships with clients, co-workers, carriers and vendors.
• Intermediate to advanced skills in Microsoft Office (PowerPoint, Excel and Word).
• Able to understand written and oral communications and to learn new software applications.

Responsibilities

• Performs a variety of administrative duties including scheduling, document handling, and office support functions.
• Manages the reception area, answers phone inquiries, directs calls, and maintains effective telephone and mail communications.
• Provides first-class hospitality and customer service to internal and external clients, vendors, and team members; act as an ambassador of company culture.
• Assists with project communication, documentation, and completion; assembles presentations, compose correspondence and reports, and peer reviews client materials.
• Attends team meetings to take notes, document activities, and support the assembly and peer review of client presentations.
• Performs other projects, duties, and tasks, as assigned.

Skills

Customer service

Communication

Organizational skills

Teamwork

Independent work

Education

High School Diploma or equivalent

Tools

Microsoft Office

PowerPoint

Excel

Word

Job description

Relation Insurance Services, Inc. - RISI is seeking an Operations Coordinator to provide comprehensive administrative and operational support.

You will help ensure efficient day-to-day business operations and exceptional client service while coordinating across teams and supporting leadership initiatives. The role emphasizes strong interpersonal skills, organization, and a proactive, client-focused mindset, with opportunities to contribute to projects that drive growth and operational