Onsite Relationship Specialist Customer Service and Office Administration

Date Posted: 07/31/2026

Hiring Organization:
Rose International

Position Number: 504986

Industry: Insurance

Job Title:

Onsite Relationship Specialist Customer Service and Office Administration

Job Location:

Windsor, CT, USA, 06095

Work Model:
Onsite

Shift: M to F 7.5-hour shift between 8:30 AM to 5:00 PM

Employment Type:

Temporary

FT/PT:
Full-Time

Estimated Duration (In months): 13

Min Hourly Rate($): 30.00

Max Hourly Rate($): 35.00

Must Have Skills/Attributes:
Administrative, Computer Literacy, Customer Service, Troubleshooting

Experience Desired:
Office administration, Sr. administrative assistant/executive assistant (3+ yrs);
Customer service experience (3+ yrs);
Financial services or insurance industry experience (2+ yrs);
Strong relationship-building skills (3+ yrs);
Administrative and operational support experience (3+ yrs)

Required Minimum Education:

High School Diploma or equivalent

Preferred Education:

Associate's Degree

C2C is not available.

• High School Diploma or equivalent

• Associate's degree

• Minimum 3 years of customer service and/or office administration experience
• Excellent verbal and written communication skills
• Financial services or insurance industry experience
• Strong interpersonal and relationship-building skills
• Strong organizational and time management skills
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Administrative and operational support experience

• Experience supporting executives or office leadership
• Accounts payable and accounts receivable experience
• Experience coordinating meetings and conference rooms
• Experience with onboarding or new hire coordination
• Experience with facilities coordination
• Mailroom or office operations experience

• The Onsite Relationship Specialist supports the daily operations of a General Office by serving as the primary point of contact for agents, clients, and visitors while providing administrative support to the Managing Partner and leadership team.
• Responsibilities include customer service, office administration, accounts payable and receivable coordination, meeting preparation, facility coordination, onboarding support, and maintaining smooth day-to-day office operations.
• The ideal candidate is highly organized, customer-focused, and capable of managing multiple administrative responsibilities while delivering exceptional service.

• Provide administrative and operational support to the Managing Partner and management team
• Serve as the first point of contact for agents and clients
• Greet visitors and maintain a professional front desk environment
• Answer and direct incoming phone calls
• Coordinate accounts payable and accounts receivable activities
• Process agent payment requests and operational expenses
• Reconcile purchase cards
• Manage incoming and outgoing mail and deliveries
• Distribute correspondence in accordance with regulatory guidelines
• Coordinate conference room scheduling and meeting preparation
• Assist with facility management and maintenance requests
  
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