Branch Office Administrator
Bankers Life
About the Role Reporting directly to the Branch Sales Manager, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals. Responsibilities Administrative Support & Business Processing Provides friendly and approachable services to visitors, employees, agents and customers. Answers phone calls and directs customers to licensed agents, as needed. Responds to general customer questions, complaints, and service-related questions. Distributes branch office mail and prepares outgoing mail; monitors general email box and routes accordingly. Assists the Branch Sales Manager with completing compliance audit requests. Processes and scans applications. Provides pending business support and follow through (gathering records, applications completion, & missing items). Creates/Exports reports from various systems for management. Processes expenses and reimbursements. Ensures office equipment is in working order. Ensures sales supplies are stocked and current. Coordinates off-site meetings and venues, as well as related logistics. Calls potential candidates and sets appointments for Career Briefings. Prepares materials for Career Briefings. Follows-up with recruits to check on exam progress. Assists in the agent appointment process with the territory office and home office. Compliance Provides administrative support and tracking for all BSO and Cornerstone compliance training sessions. Provides reporting to management on Sales essentials completion. Ensures branch office follows proper procedures and protocols. Prepares branch for compliance audits. May perform additional duties as assigned. Skills, Knowledge, and Abilities: Demonstrated experience in researching, analyzing and summarizing information Strong written and oral communication skillsProficiency in MS Office (Word, Excel, PowerPoint, Outlook). Responsive to shifting needs and priorities. Strong attention to detail Education and Experience: High School Diploma, GED, or equivalent; some college preferred 2-4 years of work experience in a fast pace, customer facing, multiline phone, administrative role #J-18808-Ljbffr Bankers Life
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Artech Information System LLC
Rockville, MD17 hours ago
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