Branch Office Administrator

Bankers Life · Clearwater, Florida

FULL TIME

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.

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 Managing Director 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

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 infographics

Stay 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 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

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. 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:

https://careersatbankerslife.com

Company	Bankers Life
Location	Clearwater, Florida
Type	FULL TIME
Niche	Full-time

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Branch Office Administrator

Job Description

Demonstrated experience in researching, analyzing and summarizing information

Strong written and oral communication skills

Strong communication skills