Branch Office Administrator

Job Title Branch Office Administrator Location Clearwater, FL Overall Job Summary Responsible for the day to day operations of the branch from an administrative aspect. Responsibilities Answering the phone: pick up by third ring, direct customer questions, direct customers to agent Application processing: documenting application in the log, prescreening application, C-14, scanning files, ordering Med records, ordering Pordamedic Agent Management & support: maintain agent files, process agent application for employment, order background check, push agent appointment via home office, order Gryphon log in for each new agent Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP account expense reporting, direct bill expense reporting, EPI Policy Support: Maintain contact list for all underwriters, follow up for medical records and Pordamedic, check the application detail for accuracy, gather missing application items and OFS, correct any underwriting errors, track and maintain a log of policy and check deliveries, return policy holder calls, process checks related to refunds, and log delivery slips BSM support - provide direct support to the BSM and assist him in running the branch smoothly; may assist the BSM with completing compliance audit information; complete FSP and/or R&E reports; assist BSM with reimbursements Training Support: Maintain NAS material, provide administrative support for all BSO and BLN training sessions such as prepping materials and room, may provide shadowing opportunities and/or training to new BOA's in region; follow-up on BLN training completion; monitor agents through SNA status Recruiting coordination: May assist Telemarketers with the AIRS system; assist with nomoreforms for new managers; will set-up career briefings and sign-in candidates; assist the BSM with other recruiting efforts BSO operations: maintains BSO general email box, determines the appropriate person to forward to - agents or managers, prints and distributes information to office as needed Aids in Compliance efforts in office including Gryphon system monitoring and reports set up, following up with agent compliance testing, completion of proper and timely termination paperwork Equal Employment Opportunity CNO Financial is an Equal Opportunity Employer and an affirmative action employer. Equal Employment Opportunity is the Law (English). Equal Employment Opportunity is the Law (Spanish). Right to Work Poster (English). Right to Work Poster (Spanish). #J-18808-Ljbffr