Office Administrator

Alliant Insurance is hiring an Office Administrator for our Senior Savings Network office in North Charleston, SC! https://seniorsavingsnetwork.org/ POSITION HIGHLIGHTS • Full-time, Benefits-Eligible •   Onsite in office, 3955 Faber Pl Dr #205 North Charleston, SC •   Monday - Friday, 9:00 AM - 5:00 PM   SUMMARY  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.   ESSENTIAL DUTIES AND RESPONSIBILITIES   •    Operations: Oversee insurance and annuity business processing; •    Administration:  Support General Manager in the agent recruiting process; Ensure all appropriate appointment paperwork is completed in good order and submitted to Contracting; Manage the tracking of all agents recruiting activity from initial contact through the onboarding process; 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 Human Resources, via the Personnel Information Management (PIM) form, in a timely manner of all personnel-related changes involving branch office staff, terminations, status changes, etc.; Notify Onboarding Specialist, via the Advisor Information Management (AIM) form, in a timely manner of all contract status related changes involving advisors/affiliates, including branch hierarchy reporting relationships, contract terminations, etc.; Train agents on New Business procedures and processes; Communicate with Home Office HR 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; •    Special Projects:  Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management; •    Performs other duties as assigned by management.   QUALIFICATIONS  EDUCATION / EXPERIENCE    College degree and/or Industry designation Two (2) or more years administrative experience in a sales or recruiting environment Knowledge of understanding of insurance sales/distribution organizations preferred  Experience as an office administrator in a life and health insurance agency or brokerage office preferred Well established presence and involvement in the community       SKILLS Knowledge of the general industry procedures, standards, systems, resources, practices, and terminology preferred  Knowledge of insurance services industries preferred  Knowledge of general office forms, processes, and procedures. Skill in identifying problems and problem resolution. Skill in working effectively with other company departments, internal marketing staff, home office personnel and agents. Skill in negotiating and problem solving to resolve internal and external conflicts. Skill in the use of office equipment including computer, fax, printer, scanner, telephone system, etc. Skill in maintaining effective working relationships with all customers, employees, and the general public. Proficient computer skills (Microsoft Suite, MS Outlook software preferred). Ability to communicate effectively, both orally and in writing, in a constructive manner. Ability to engage in effective interpersonal interaction, verbal communication and written communication. Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests. Ability to maintain all company policies, including all confidentiality and safety policies. Ability to actively contribute to team effort. Ability to work independently and exercise independent judgment.     #LI-MH1

Salary : $22 - $28