Insurance and Financial Services Office Administrator

2 weeks ago


Flint, United States Entech Staffing Solutions Full time

Entech Staffing Solutions is seeking a skilled and organized Insurance and Financial Services Office Administrator to manage the day-to-day operations of a Financial Services company in Flint, MI. The ideal candidate will act as a partner to the owner. A strong background in insurance and financial services is essential. Responsibilities include answering phones, scheduling client appointments, and organizing files to prepare for agent meetings. This role requires a keen eye for detail, as the Associate will be responsible for processing life insurance and annuity applications electronically and ensuring they are submitted on schedule. Pay: 50,000-75,000/yr based on experience. Hours: M-F 9:00am-5:00pm

Key Responsibilities:

  • Manage office operations, including answering phones, scheduling clients, and greeting visitors.

  • Prepare for client meetings by organizing files, including illustrations, investment details, and prior communications for agent review.

  • Assist with client onboarding, including gathering necessary documentation and preparing welcome packets.

  • Process and submit electronic applications for life insurance and annuities, ensuring accuracy and timeliness.

  • Oversee all email communications with New York Life and clients to ensure timely and professional correspondence.

  • Coordinate agent schedules and meetings, ensuring smooth communication between clients and agents.

  • Maintain client records and ensure that all information is up to date in CRM systems, such as Salesforce.

  • Assist with the preparation and review of marketing materials, client presentations, and reports.

  • Manage office supplies, equipment maintenance, and vendor relationships to ensure efficient office operations.

  • Assist with financial data entry and invoicing, helping to ensure accurate and timely billing processes.

  • Ensure compliance with all regulatory and industry standards, including maintaining confidential client information.

  • Help agents prepare for licensing renewals and continuing education requirements.

Requirements:

  • Previous experience working in a Life Insurance and Financial Services office is required.

  • Proficiency in Microsoft Windows, Microsoft Office (Word, Excel), and basic computer literacy.

  • Ability to learn New York Life Illustration software and navigate Salesforce.

  • Experience drafting form letters and setting up Zoom or video calls.

  • Must be willing to obtain an insurance license and a Series 6 license.

If you are detail-oriented, comfortable with managing multiple responsibilities, and eager to grow within the insurance and financial services industry, we encourage you to apply

#gb

PandoLogic. Keywords: Clerk, Location: Flint, MI - 48507 , PL: 594696250

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