Office/ Business Relations/ Client Services

Located in Yakima, WA

Salary: $20-$25 hourly

Office / Business Relations/Client Services

Location: Yakima, WA Schedule: Flexible

Our company is a people-first health and life insurance agency dedicated to helping individuals, families, and businesses protect their health, finances, and future.

We are seeking a motivated, organized professional to help lead the day-to-day experience in our Yakima office while supporting our clients, advisors, and community relationships.

This role is ideal for someone who genuinely enjoys people, builds relationships naturally, and likes bringing organization to a busy environment. The right candidate will be kind, dependable, self-motivated, and comfortable taking ownership of responsibilities and moving projects forward.

This person will play an important role in keeping our Yakima office connected and proactive—from answering client calls and coordinating appointments to helping with educational events, community networking, client communications, and business-to-business relationships.

Key Responsibilities

· Serve as a welcoming point of contact for clients, community partners, and insurance carriers while providing friendly, professional service.

· Answer incoming calls and emails, assist with general questions, document follow-up needs, and connect clients with the appropriate advisor when needed.

· Coordinate client appointments, meetings, educational events, and advisor schedules.

· Help manage day-to-day office operations, administrative responsibilities, special projects, and follow-ups to keep priorities moving forward.

· Build and maintain relationships in the Yakima community through networking, local organizations, community events, and business-to-business connections.

· Assist with marketing and community outreach, including referral relationships, local kiosks, displays, and event materials.

· Prepare and coordinate newsletters, birthday cards, invitations, and other client communications to ensure consistent outreach.

· Work collaboratively with our team across multiple offices while taking ownership of the organization and client experience in Yakima.

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