Office Administrator

4 weeks ago

Irvine, United States Simplicity Group Holdings Full time
Job DescriptionJob Description

Position Title:   Office Administrator

Reports to:        Principal Partner

Department:      Administration

Location:           19000 Macarthur Blvd. #450, Irvine, CA 92612; In-Office

Classification:   Part-time, NonExempt

Summary / Job Objective:  General Office Admin duties include supporting the general workflow of the other staff via regular duties below and as requested by Staff.

Primary Job Duties: 

E-Filing

o   Scan paper docs into Scan folder

o   Place all original/paper documents processed daily in the folder assigned for the day

o   Save and Label docuements in our electronic filing and data transmission system

o   Download files from Agency Management System and save accordingly

New Business Support

o   Order insurance exams

o   Order medical records

o   Send applications and requirements to insurance carriers

o   Process delivery requirements for advisors and agents

o   Mainain and update undewriting database per new case responses

Misc

o   Ordering and Organzing Office Supplies

o   Scanning documents to other Staff as needed

o   Assist with Mail – Sorting, Postage, Picking Up Mail

o   Call Insruance Carriers, Agents, Advisors for basic information as needed

o   Miscellaneous database and excel work

Lead, Client, and Mail Support includes sending out monthly letters to a varitey of groups

o   This process can include:

·       Retreiving data from existing databases

·       Downloading data from insurance carrier or vendor websites

·       Completing mail merges and printing letters

·       Stuffing envelopes and applying postage

·       Database management and administration

 Qualifications:

·       High school Diploma / GED required; advanced degree preferred

·       At least 1 year in office administrator position

·       Experience with Annuities, Life Insurance a plus

·       Proficient with Microsoft Office – Word, Excel, Power Point

·       Experience with Google Workspace preferred

 Core Competencies:

·       Strong customer service acumen

·       Strong communication skills; written, verbal, telephonix

·       Detail Oriented

·       Self-Motivated

·       Ablet to work successfully in both a team environment as well as independently

Compensation & Benefits:

Compensation (based on experience)

  • Hourly rate:  $18.00 - $22.00/hour
  • This is a NonExempt position

Benefits

  • California Sick Time
  • Paid parking

Location: 19000 Macarthur Blvd. #450, Irvine, CA 92612; this is an in-office position

 

 

 

 

Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.

For more information, please visit simplicitygroup.com.Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.\r
\r
Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business. \r
\r
For more information, please visit simplicitygroup.com.

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