Company

Bankers LifeSee more

addressAddressClearwater, FL
type Form of workFull-time
salary Salary$18 - $22 an hour
CategoryInformation Technology

Job description

Reporting directly to the Branch Sales Manager, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals. The BOA will perform a broad range of administrative processes and activities related to two core areas: Administrative Support & Business Processing, and Compliance, as well as to respond to shifting needs and priorities of the branch as directed by the Branch Sales Manager.

What You Will Be Doing:

  • 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
  • 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
  • General office duties: ordering supplies, billing, faxing, filling, & data entry
  • May perform additional duties as assigned

Compliance:

  • Provides administrative support and tracking for all branch office and compliance training sessions
  • Assists the Branch Sales Manager with completing compliance audit requests
  • Provides reporting to management on sales training completion
  • Ensures branch office follows proper procedures and protocols
  • Prepares branch for compliance audits

What We Are Looking For:

  • 2-4 years of work experience in a fast pace, customer facing, multiline phone, administrative role
  • System knowledge: application processing systems, account expense reporting, direct bill expense reporting, material ordering
  • Demonstrated experience in researching, analyzing and summarizing information
  • Strong written and oral communication skills
  • Proficiency in MS Office (Word, Excel, PowerPoint, Outlook)
  • Responsive to shifting needs and priorities
  • Strong communication skills
  • Strong attention to detail
  • High School Diploma, GED, or equivalent; some college preferred

What We Offer:

  • Medical, Dental, and Vision insurance
  • 401(k) retirement plan with company match
  • Short-term & long-term disability insurance
  • Paid time-off and corporate holidays
  • Paid parental leave
  • Company paid life insurance

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: 40 – 45 per week

Benefits:

  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Vision insurance

Schedule:

  • 8 hour shift

Ability to Relocate:

  • Clearwater, FL 33759: Relocate before starting work (Required)

Work Location: In person

Benefits

Paid parental leave, Health savings account, Disability insurance, Health insurance, Dental insurance, 401(k), Paid time off, Parental leave, Vision insurance, 401(k) matching, Professional development assistance, Flexible schedule, Life insurance
Refer code: 8450902. Bankers Life - The previous day - 2024-03-04 17:22

Bankers Life

Clearwater, FL
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