Office Administrator

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.

Onboarding: 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.

These tasks do not meet the Americans With Disabilities Act definition of essential job functions and are usually less than 5% of time spent. However, these tasks still constitute important performance aspects of the job.

QUALIFICATIONS EDUCATION / EXPERIENCE College degree and/or Industry designations

Two (2) or more years of administrative experience in a sales or recruiting environment

Knowledge of understanding of insurance sales/distribution organizations

Experience as an office administrator in a life and health insurance agency or brokerage office

PERKS AND BENEFITS

Health insurance

Dental and vision insurance

401(k) with company match

Paid time off

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