- Sorts and distributes incoming mail with adherence to compliance regulations.
- Performs routine administrative duties using Microsoft Office to include typing/keying of miscellaneous correspondence and routine letters.
- Operates telephone console for all incoming phone calls and routes accordingly. Orders supplies when directed.
- Interprets policy status, coordinate new applicant procedures, and process routine service requests.
- Assists with the preparation of recruiting kits and producer kits.
- Performs other duties as required.
- Complies with all company and site policies and procedures.
- Successfully completes regulatory and job training requirements.
- Performs other duties as assigned.
- Proficient in Microsoft Office Suite and Outlook
- Strong communication skills (written/oral)
- Ability to interact with field staff, Financial Professionals and home office employees
- Ability to learn basic insurance and securities terminology needed to complete job duties
- Strong organization skills and the ability to meet deadlines
- Willingness to learn and take on additional responsibilities
- Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
- Ability to build strong working relationships and work with others in a collaborative team environment
- H.S. Diploma or Equivalent education. Required
- 2+ year of relevant work experience as an Administrative Assistant. Required
- Proficient in Microsoft Office Suite and Outlook
- Strong communication skills (written/oral)
- Ability to interact with field staff, Financial Professionals and home office employees
- Ability to learn basic insurance and securities terminology needed to complete job duties
- Strong organization skills and the ability to meet deadlines
- Willingness to learn and take on additional responsibilities
- Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
- Ability to build strong working relationships and work with others in a collaborative team environment
Administrative Associate - Woodstock, United States - Penn Mutual Life Insurance
Description
The Field Administrative Associate performs various administrative duties requiring an understanding of company and field office operating procedures to support the field manager and financial professionals in their sales and marketing operations. The ideal candidate for this job is resourceful, a good problem solver and organized. Assuring a steady completion of workload in a timely manner is essential in this position.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Required Skills
Required Experience
Education
Experience
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
Base Salary Range - $40,000 - $59,000
Qualifications: