Insurance Onsite Relationship Representative

ECLARO

New York, NY

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JOB DETAILS

SALARY

$20.36–$20.36 Per Hour

SKILLS

Accounts Payable, Accounts Receivable, Administrative Skills, Artificial Intelligence (AI), Communication Skills, Conference Management, Customer Relations, Customer Support/Service, Dental Insurance, Detail Oriented, Diversity, Facilities Management, Financial Services, Genetics, Hubs, Identify Issues, Insurance, Life Insurance, Logistics, Long-Term Care, Mail Processing, Maintain Compliance, Microsoft Office, Microsoft Outlook, Microsoft SharePoint, Multitasking, Mutual Funds, On Site Support, Onboarding, Operational Expenditure (OPEX), Operational Support, Operations, Operations Management, Operations Processes, Organizational Development/Management, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Process Development, Property Maintenance, Regulatory Compliance, Retirement Plan, Telephone Skills, Vision Plan, Writing Skills

LOCATION

New York, NY

POSTED

10 days ago

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
Carlo.Flores@eclaro.com
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.

About the Company

ECLARO

Eclaro is a Business and Technology Consulting Firm that connects top talent with opportunities nationwide. We have direct access to Hiring Managers from leading Fortune 1000 organizations in almost every industry segment, with particular expertise in:

• Technology and Business Consulting
• Financial Services and Insurance
• Pharmaceuticals and Life Sciences
• Consumer Products, Public Sector, and Utilities

Eclaro provides fully customizable, comprehensive talent acquisition and management of seasoned professionals through a number of business models, including:

• Consulting
• Professional Hiring
• Global Integrated Delivery™
• Managed Services

Eclaro recruits and manages a staff of highly skilled individuals in an array of specialized disciplines enabling our clients to leverage new opportunities, respond to increased and changing demands, and increase their profitability.

Eclaro’s Management Team averages over 25 years of experience in partnering with clients in technical, corporate operations and human capital solutions. We hold ISO 9001:2008 certification and have achieved SOC 2 Type 2 certification in Security, Availability and Confidentiality. Eclaro’s decades of expertise and collaborative practice have proven that The Right People are The Answer.

COMPANY SIZE

500 to 999 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

1999

WEBSITE

http://www.eclaroit.com