Branch Office Administrator
Bankers Life · Clearwater, Florida, United States
FULL TIMEpermanent
Job Description
Reporting directly to the Managing Director, 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 and Compliance, as well as respond to shifting needs and priorities of the branch as advised by the Managing Director. This position is onsite in Clearwater, FL.
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
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 neededResponds to general customer questions, complaints, and service-related questionsDistributes branch office mail and prepares outgoing mail; monitors general email box and routes accordinglyProcesses and scans applicationsProvides pending business support and follow through (gathering records, applications completion, & missing items)Creates/Exports reports from various systems for managementProcesses expenses and reimbursementsEnsures office equipment is in working orderEnsures sales supplies are stocked and currentCoordinates off-site meetings and venues, as well as related logisticsGeneral office duties: ordering supplies, billing, faxing, filling, & data entryMay perform additional duties as assigned
Compliance
Provides administrative support and tracking for all branch office and compliance training sessionsAssists the Managing Director with completing compliance audit requestsProvides reporting to management on sales training completionEnsures branch office follows proper procedures and protocolsPrepares branch for compliance audits
Social Media
Manage social media to consistently promote local office and influence recruitment efforts (Instagram, TikTok, Facebook, etc.)Create engaging and shareable content, including images, videos, and infographicsStay up-to-date on the latest social media trends and best practices
What We Are Looking For:
2-4 years of work experience in a fast pace, customer facing, multiline phone, administrative roleSystem knowledge: application processing systems, account expense reporting, direct bill expense reporting, material orderingDemonstrated experience in researching, analyzing and summarizing informationStrong written and oral communication skillsProficiency in MS Office (Word, Excel, PowerPoint, Outlook)Responsive to shifting needs and prioritiesStrong communication skillsStrong attention to detailHigh School Diploma, GED, or equivalent; some college preferred
Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. xzbcwsv We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Please visit our career site to learn more about our mission:
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
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 neededResponds to general customer questions, complaints, and service-related questionsDistributes branch office mail and prepares outgoing mail; monitors general email box and routes accordinglyProcesses and scans applicationsProvides pending business support and follow through (gathering records, applications completion, & missing items)Creates/Exports reports from various systems for managementProcesses expenses and reimbursementsEnsures office equipment is in working orderEnsures sales supplies are stocked and currentCoordinates off-site meetings and venues, as well as related logisticsGeneral office duties: ordering supplies, billing, faxing, filling, & data entryMay perform additional duties as assigned
Compliance
Provides administrative support and tracking for all branch office and compliance training sessionsAssists the Managing Director with completing compliance audit requestsProvides reporting to management on sales training completionEnsures branch office follows proper procedures and protocolsPrepares branch for compliance audits
Social Media
Manage social media to consistently promote local office and influence recruitment efforts (Instagram, TikTok, Facebook, etc.)Create engaging and shareable content, including images, videos, and infographicsStay up-to-date on the latest social media trends and best practices
What We Are Looking For:
2-4 years of work experience in a fast pace, customer facing, multiline phone, administrative roleSystem knowledge: application processing systems, account expense reporting, direct bill expense reporting, material orderingDemonstrated experience in researching, analyzing and summarizing informationStrong written and oral communication skillsProficiency in MS Office (Word, Excel, PowerPoint, Outlook)Responsive to shifting needs and prioritiesStrong communication skillsStrong attention to detailHigh School Diploma, GED, or equivalent; some college preferred
Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. xzbcwsv We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Please visit our career site to learn more about our mission:
Details
| Company | Bankers Life |
| Location | Clearwater, Florida, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |