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 : 00pmKey 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
Insurance and Financial Services Office Administrator
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. Requirements:Previous experience working in a Life Insurance and Financial Services office is required....
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Insurance and Financial Services Office Administrator. Financial Services company in Flint, MI. Entech Staffing Solutions is seeking a skilled and organized. The ideal candidate will act as a partner to the owner. ...
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