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**

Job Description

Required Education

• High School Diploma or equivalent
  
  

Preferred Education

• Associate's degree
  
  

Required Qualifications / Skills / Experience

• 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
  
  

Preferred Qualifications / Skills / 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
  
  

Onsite Relationship Specialist Overview

• 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..
  
  

Job Duties

• 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
• Troubleshoot basic office and local network issues
• Coordinate onboarding resources for new agents
• Complete fingerprinting administration for candidates
• Prepare reports and complete additional administrative tasks as assigned
• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
  
  

Benefits

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).