Office Administrator

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: $20.00 - $21.00 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:

• Sarasota, FL 34232: Relocate before starting work (Required)

Work Location: In person