Insurance Onsite Relationship Representative

Insurance Onsite Relationship Representative Job Number: 26-00612 Find your next opportunity in the Financial Services Industry. ECLARO is looking for an Insurance Onsite Relationship Representative for our client in New York, NY. ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity! Position Overview: Our General Offices serve as key hubs supporting insurance agents and advisors nationwide. This role sits within the Service Organization and serves as the first point of contact for both agents and clients. In addition, the role provides dedicated administrative and operational support to the local Managing Partner and management team, ensuring smooth office operations and streamlined processes for agency stakeholders. Success in this role requires strong relationship-building skills, organizational effectiveness, clear communication, discretion, and a proactive approach to problem-solving. Responsibilities: Provide administrative and operational support to the Managing Partner and management team Collaborate with the onsite Service Leader to ensure efficient office operations Serve as a primary point of contact for agents, responding to inquiries promptly and professionally Greet and welcome clients, agents, and visitors Answer, screen, and route incoming phone calls Coordinate accounts payable and receivable, including: Supporting agent payment requests Submitting operational expenses Reconciling purchase cards Handle incoming and outgoing mail and deliveries, ensuring compliance with regulatory and confidentiality guidelines Assist with facility management, including building maintenance requests and basic troubleshooting (e.g., local network issues) Manage resource assignments and onboarding logistics for new agents Support additional administrative needs, including: Control reports Conference room coordination Meeting preparation Candidate fingerprinting Assist with planning and coordinating onsite meetings, trainings, and events Required Qualifications: Microsoft Office Suite proficiency, including: Outlook Excel (basic filtering at minimum) SharePoint and OneNote strongly suggested, but is preferred Strong communication and multitasking skills, with the ability to: Ask questions and seek assistance when needed Network across multiple departments to support agents effectively Partner closely with the management team to track pipelines, answer process questions, ensure follow through, and support full cycle task completion Experience handling confidential and sensitive information, including activities such as: Processing fingerprints Handling or supporting payment-related activities Customer-facing office experience, including: Answering and directing phone calls Organizing meetings, trainings, and events Preferred Qualifications: Comfort using AI-enabled productivity tools, including Copilot and ChatGPT, to streamline tasks and simplify processes Speaking comfortably in front of large groups of people Ability to support onsite events (rare), including: Creating name badges Sending email reminders Assisting with coordination logistics Prior experience in customer service, office administration, or operations support Excellent written and verbal communication skills Strong organizational skills with attention to detail Ability to manage competing priorities in a fast-paced, onsite environment Pay Rate: $20.36/Hour. If hired, you will enjoy the following ECLARO Benefits: 401k Retirement Savings Plan administered by Merrill Lynch Commuter Check Pretax Commuter Benefits Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO If interested, you may contact: Carlo Flores [email protected] 6466952934 Carlo Flores | LinkedIn Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.