Operations 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

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Operations Coordinator provides comprehensive administrative and operational support to the organization, ensuring efficient day-to-day business operations, exceptional client service, and effective coordination across teams. The individual in this role must have strong interpersonal, organizational, and problem-solving skills, with a proactive and client-focused mindset. The Operations Coordinator acts as an ambassador of company culture, supports leadership initiatives, and participates in a variety of projects to drive growth and operational excellence.

A GLIMPSE INTO YOUR DAY

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.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

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 effective relationships with clients, co-workers, carriers, vendors and others.

Intermediate to advanced skills in Microsoft Office (primarily PowerPoint, Excel and Word).

Must be computer literate with the ability to learn new software applications.

Must be able to understand written and oral communications and interpret information written within policies.

Ability to work independently with limited daily supervision and to work effectively in a team environment.

Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Excellent customer service skills are a must.

Valid Driver’s License may be required depending on location.

WHY CHOOSE RELATION?

• Competitive pay.


• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.


• Career advancement and development opportunities.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$18.00 - $35.58

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.