Job Description

Job Title: Office Relation Representative

Location: 3 CityPlace Drive Suite 690, Creve Coeur, MO 63141

Duration: 6 Months (Possible extension/hire)

Hours: 7.5 Hours a day with flexible shift Mon - Fri

Must-Have Qualifications:

• Candidates must have strong proficiency in Microsoft Office Suite, including Outlook and Excel (with at least basic filtering skills), and preferably SharePoint and OneNote.
• Comfort with AI-enabled productivity tools such as Copilot and ChatGPT is required to streamline tasks.
• Strong communication and multitasking skills are essential, along with the ability to ask questions, network across departments, and partner closely with management to track pipelines and complete tasks.
• Experience handling confidential and sensitive information, including processing fingerprints and supporting payment activities, is mandatory.
• Candidates should also have customer-facing office experience, such as answering and directing calls, organizing meetings and events, and speaking comfortably in front of large groups.
• The ability to support occasional onsite events, including creating name badges, sending reminders, and assisting with logistics, is needed.

Role Overview

• This Operations Representative role is based in a General Office and serves as the first point of contact for agents and clients within the Service Organization.
• It provides dedicated administrative and operational support to the local Managing Partner and management team to ensure smooth office operations.
• Success requires strong relationship-building, organizational skills, clear communication, discretion, and proactive problem-solving.

Responsibility:

• Provide administrative and operational support to the Managing Partner and management team while collaborating with the onsite Service Leader for efficient office operations.
• Act as the primary point of contact for agents by responding promptly to inquiries, greeting clients and visitors, and handling incoming calls.
• Manage accounts payable and receivable, including agent payment requests, expense submissions, and purchase card reconciliations.
• Handle mail and deliveries in compliance with regulatory guidelines, assist with facility management and basic troubleshooting, and oversee resource assignments and onboarding for new agents.
• Support additional administrative tasks such as control reports, conference room coordination, meeting preparation, and candidate fingerprinting, while also helping plan and coordinate onsite meetings, trainings, and events.

What You’ll Bring

• Prior experience in customer service, office administration, or operations support, along with excellent written and verbal communication skills.
• Strong organizational abilities with keen attention to detail and the capacity to manage competing priorities in a fast-paced onsite environment.
• An Associate or Bachelor’s degree is preferred but not required.

Training & Development

• New hires receive comprehensive on-the-job training covering the insurance industry, product and policy provisions, and transaction processing, with ongoing coaching and feedback for continued growth.

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