Office Administrator

New Business Processing

• Handle Client Onboarding for all non-registered business.
• Monitoring ongoing processing of above listed products.
• Handling new-business application preparation, execution & policy delivery of: Whole Life, Universal Life, Term Life, Fixed Deferred annuities, New Groups, Individual Health & Medicare Supplement applications. (if licensed)

Client Service & Engagement

• Delighting clients with amazing service experiences.
• Managing (starting, processing & finishing) client-service projects for Whole Life, Universal Life, Term Life, Fixed Deferred annuities, New Groups, Individual Health & Medicare Supplement applications.
• Managing client-service projects for Investment Advisory Accounts, Broker-Dealer Accounts, Variable Annuities, Mutual Fund House Accounts & Retirement Plans.
• Data entry for all client onboarding.
• Project and task capture into Asana based on meeting notes captured in meetings.

Advisor Support

• Gathering resources (forms/statements) for every aspect of new business meetings.
• Gathering resources (forms/statements) for every aspect of service meetings.

Administrative Team Responsibilities

• Weekly Admin Team Meetings
• Collaborate around office best-practices
• Assist with Team Meetings & Client Service
• 1st in line answering inbound phone calls
• Welcoming in-house guests
• Maintaining office supply levels
• Managing client birthday card lists

Requirements

• Respect for client confidentiality
• Working knowledge of a Mac
• Working knowledge of Microsoft Excel, Word & Outlook
• Ability to work independently while still delivering results in a timely fashion
• Excellent Customer Service with a friendly personality
• Quick response time to customer requests
• Quality written communication
• Effective problem solving
• State of Louisiana Life Health & Accident License (or willingness to immediately obtain one)
• Willingness to pursue & obtain FINRA licensing

Benefits

• Full time position, 8 Hours/Day, Hourly Pay Range from $15.00 to $19.00 based on experience and qualifications.
• Retirement Plan: SIMPLE IRA available with match.
• 10 days of annual paid time off, as well as major holidays.
• Unrivaled onsite coffee bar.