- Provides friendly and approachable services to visitors, employees, agents and customers.
- Answers phone calls and directs customers to licensed agents, as needed.
- Responds to general customer questions, complaints, and service-related questions.
- Distributes branch office mail and prepares outgoing mail; monitors general email box and routes accordingly.
- Assists the Branch Sales Manager with completing compliance audit requests.
- Processes and scans applications.
- Provides pending business support and follow through (gathering records, applications completion, & missing items).
- Creates/Exports reports from various systems for management.
- General office duties: ordering supplies, billing, faxing, filling, & data entry.
- Ensures branch office follows proper procedures and protocols.
- Prepares branch for compliance audits.
- Demonstrated experience in researching, analyzing and summarizing information.
- Strong written and oral communication skills.
- Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).
- Responsive to shifting needs and priorities.
- Strong communication skills.
- Strong attention to detail.
- High School Diploma, GED, or equivalent; some college preferred
- 2-4 years of work experience in a fast pace, customer facing, multiline phone, administrative role.
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Branch Office Administrator - Chicago, United States - CNO Financial Group
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Description
Overall Job Summary
Reporting directly to the Branch Sales Manager, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals. The BOA will perform a broad range of administrative processes and activities related to core areas such as: Administrative Support & Business Processing, Compliance, as well as to respond shifting needs and priorities of the branch as directed by the BSM.
Key Job Responsibilities and Accountabilities:
• Administrative Support & Business Processing
• Compliance
May perform additional duties as assigned.
Skills, Knowledge, and Abilities:
Education and Experience: