Location: 100% Onsite, Fremont, CA 94538
Position allows for potential extension or conversion
As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview
Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business.
We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices.
This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders.
You'll be the first point of contact for agents, clients, and visitors while supporting the Managing Partner with office operations, onboarding, facilities, and administrative tasks. Think of this as an Office Administrator + Customer Service + Operations Coordinator position