Branch Office Administrator

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Branch Office Administrator

Apply locations BLC -SCOTTSDALE, AZ 5071 time type Part time posted on Posted 30+ Days Ago job requisition id JR160892

Job Title

Branch Office Administrator

Location

BLC -SCOTTSDALE, AZ 5071

Job Details

Overall Job Summary

Responsible for the day to day operations of the branch from an administrative aspect.

Key Job Responsibilities and Accountabilities :

Answering the phone : pick up by third ring, direct customer questions, direct customers to agent

Application processing : Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic

Agent Management & support : maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent

Office Maintenance : files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked

System knowledge : PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI

Policy Support : Maintain contact list for all underwriters, follow up for medical records and pordamedic, check the application detail for accuracy, gather missing application items and OFS, correct any underwriting errors; Track and maintain a log of policy and check deliveries; return policy holder calls, process checks related to refunds, and log delivery slips.

BSM support- provide direct support to the BSM and assist him in running the branch smoothly; may assist the BSM with completing compliance audit information; complete FSP and / or R&E reports; assist BSM with reimbursements

Training Support : Maintain NAS material, provide administrative support for all BSO and BLN training sessions such as prepping materials and room, may provide shadowing opportunities and / or training to new BOA's in region; follow-up on BLN training completion; monitor agents through SNA status;.

Recruiting coordination : May assist Telemarketers with the AIRS system; assist with nomoreforms for new managers; will set-up career briefings and sign-in candidates; assist the BSM with other recruiting efforts.

BSO operations : maintains BSO general email box, determines the appropriate person to forward to agents or managers, prints and distributes information to office as needed.

Aids in Compliance efforts in office including Gryphon system monitoring and reports set up, following up with agent compliance testing, completion of proper and timely termination paperwork

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Branch Office Administrator

locations BLC -SCOTTSDALE, AZ 5071 time type Part time posted on Posted 30+ Days Ago

We're looking for ambitious people who want to do more. And, we'll provide you with opportunities to grow your skills through challenging professional experiences. The pace is fast, you'll work hard, and you'll see results.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you.

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