Office Manager

                                                   Experienced Insurance Industry Office Manager 

About Us

Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization that has a diverse and powerful combination of programs to support its insurance and financial advisors.  With branch offices in major markets across the United States, our community-advisors are empowered to build long-term relationships with their clients while specializing in income protection, asset protection, legacy planning and senior health care planning.  Futurity First was founded in 2008 and became part of the Senior Market Sales family of companies in 2015.

The Companies We Represent

We partner with well-respected leaders in the insurance and financial services industry, to offer “best-in-class” products and services from over 60 industry leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service and support that our advisors expect.

Overview:

This position reports directly to the Associate Managing Director of Futurity First Salt Lake City branch office. The Office Manager is responsible for handling various high-level operational and administrative functions necessary for the effective operation of the branch office including the ability to provide leadership and hands-on support in the areas of new business processing, branch office administration, compliance, IT support, and personnel administration. This position is the primary point of contact for clients and business partners of the Futurity First Insurance Group Branch Office, as well as the lead branch office contact for all Futurity Operations, Compliance, and Human Resources functions. 

Responsibilities: 

Operations

• Oversee insurance and annuity business processing

Personnel Administration

• Support Associate Managing Director in the advisor recruiting process.
• Ensure all appropriate appointment paperwork is completed in good order and submitted to Contracting.
• Manage the tracking of all advisors recruiting activity from initial contact through the onboarding process via JobScore.
• Schedule interview appointments and monitor recruits’ participation in preparatory on-line courses.
• Manage all new advisor documents as well as licensing and carrier specific appointment paperwork.
• Notify Onboarding Specialist, via the Advisor Information Management (AIM) form, in a timely manner of any advisor changes, including branch hierarchy reporting relationships, contract terminations, status changes, etc.
• Train advisors on New Business procedures and processes.
• Communicate with Home Office as required to seek advice, support and coaching.

On Boarding      

• Verify access and become skilled on all Futurity on-line business tools.
• Become familiar with all contracted vendor services.  Obtain home office approval prior to retaining services of a non-approved service provider (purchases of goods or services).
• Monitor office expense activity against branch budget.
• Oversee transition between temp and perm branch locations. 
• Maintain current inventory of all carrier and Futurity branded collateral needed by the advisors.

Compliance

• Deliver compliance orientation training and support branch office compliance audits and/or reviews.
• As appropriate, conduct preliminary review of branch office/advisor advertisements and promotional literature.
• Maintain files and records that may contain confidential information.
• Ensure maintenance and accuracy of compliance records.
• Support  advisor recruiting, development, training, supervising and performance-coaching.
• Management and oversight of all day-to-day branch operations. 

Qualifications: 

• 2+ years of administrative experience in a sales or recruiting environment.
• Knowledge and understanding of insurance sales/distribution organizations.
• Experience as an office manager in a life & health insurance agency or brokerage office preferred.
• College degree and/or Industry Designations preferred but not required.

Normal office conditions.

Futurity First Insurance Group is an equal opportunity employer.

FFIG participates in the E-Verify System.