Branch Office Administrator

Job Details

Job Description 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 three core areas: Administrative Support & Business Processing, Recruiting & Agent Onboarding, and 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

• 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.
• Processes expenses and reimbursements.
• Ensures office equipment is in working order.
• Ensures sales supplies are stocked and current.
• Coordinates off-site meetings and venues, as well as related logistics.
• Responsible for organizing private events in the branch at the BSM’s direction (bonus dinners, recognition meetings, promotional payouts by BSO)
• General office duties: ordering supplies, billing, faxing, filling, & data entry.

Recruiting & Agent Onboarding

• Calls potential candidates and sets appointments for Career Briefings.
• Prepares materials for Career Briefings.
• Follows-up with recruits to check on exam progress.
• Assists in the agent appointment process with the territory office and home office.

Compliance

• Provides administrative support and tracking for all BSO and Cornerstone compliance training sessions.
• Provides reporting to management on Sales essentials completion.