Operations & Client Services Coordinator

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

Job summary

Relation Insurance is seeking an Operations Coordinator to provide comprehensive administrative and operational support. The role involves scheduling, document handling, and managing the reception area to ensure excellent client service and smooth day-to-day operations.

You will assist with project communications, assemble presentations, and support team meetings, while upholding a proactive, client-focused approach and strong teamwork mindset.

Qualifications

• High School Diploma or equivalent required.
• 1+ year of customer service experience in a professional office or customer support environment preferred.
• 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 and team members.
• Intermediate to advanced skills in Microsoft Office (PowerPoint, Excel, Word) and ability to learn new software.

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 hospitality and client service to internal and external clients, vendors, and team members; acts as an ambassador of company culture.
• Assists with project communication, documentation, and completion; assembles presentations and reports; peer reviews client materials.
• Attends team meetings to take notes, document activities, and support the assembly and peer review of client presentations.

Skills

Customer service

Interpersonal skills

Microsoft Office

Education

High School Diploma or equivalent

Tools

PowerPoint

Excel

Word

Job description

Relation Insurance is seeking an Operations Coordinator to provide comprehensive administrative and operational support. The role involves scheduling, document handling, and managing the reception area to ensure excellent client service and smooth day-to-day operations.

You will assist with project communications, assemble presentations, and support team meetings, while upholding a proactive, client-focused approach and strong teamwork mindset.