Sr. Administrative Associate

Job Description: Position Overview The Sr. Administrative Associate performs diverse administrative duties in the field office, following established routines under general supervision. This role requires a working knowledge of insurance and securities products, office and company policies and procedures to support field manager and financial professionals in their sales and marketing operation. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. This hybrid position is based in either our Kansas City, MO or Dallas, TX office and requires on-site attendance three days per week. Responsibilities Processes all new business to include: review of applications and forms for accuracy; electronic submission of applications; ordering requirements, electronic follow-up on all pending cases until completion. Provides new business updates and reports to Financial Professionals and Field Manager on pre issue and post issue requirements via voicemail, email or fax. Builds strong relationships with Home Office, Underwriting, HTK, and other 3rd party administrators in order to handle underwriting and securities issues. Prepares basic illustrations as needed Provides excellent and proactive service to financial professionals and policyholders. Skills and Abilities Excellent organizational skills and ability to set priorities Proficient in Microsoft Office Suite and Outlook Strong written and oral communication skills Ability to interact with field staff, financial professionals and home office employees Consistently meets deadlines Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement. Ability to build strong working relationships and work with others in a collaborative team environment. Education H.S. Diploma or Equivalent Required Experience 3-5 Years of insurance/securities or relevant outside experience Required Licenses FINRA Series 6 Preferred or FINRA Series 7 Preferred Base Salary Range - $60,000 - $70,000 #hp About Penn Mutual For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit Equal Employment Opportunity Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Join our Team You’ve got big plans. You want to do work that matters. And you have high expectations for the next step in your career. Join a team of bright, talented and driven employees who have a common goal in mind: To help people get stronger. It's as simple as that. You’ll build on your expertise and have a positive impact on the financial professionals we support and the clients they serve. Here, you're an expert in the subject matter and you'll always be treated like one. Every day, your purpose is to help people get stronger. But here's the thing: Professionally, you'll get stronger too. #J-18808-Ljbffr 1847Financial, LLC