Operations Coordinator

Relation InsuranceFresno, CA
$15 - $34

About The Position

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.

Requirements

  • 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.

Nice To Haves

  • Basic knowledge of insurance markets, products, services insurance ratings and underwriting procedures is helpful.

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.

Benefits

  • 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.
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