Office Administrator at Alliant Insurance Services in Salem, Virginia

Job Description:

Position at Futurity First Insurance Group

About Us

Futurity First Insurance Group is part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).

Overview:

This position reports directly to the General Manager of a Futurity First branch office. The Office Administrator is responsible for handling various high-level operational and administrative functions necessary for the effective operation of the branch office including the ability to provide leadership and hands-on support in the areas of new business processing, branch office administration, compliance, IT support, and personnel administration.

Responsibilities:

• Oversee insurance and annuity business processing


• Support General Manager in the advisor recruiting process


• Ensure all appropriate appointment paperwork is completed in good order and submitted to Contracting


• Manage the tracking of all advisors recruiting activity from initial contact through the onboarding process


• Schedule interview appointments and monitor recruits' participation in preparatory on-line courses


• Manage all new advisor documents as well as licensing and carrier specific appointment paperwork


• Notify Onboarding Specialist, via the Advisor Information Management (AIM) form, in a timely manner of any advisor changes, including branch hierarchy reporting relationships, contract terminations, status changes, etc.


• Train advisors on New Business procedures and processes


• Verify access and become skilled on all Futurity First on-line business tools


• Become familiar with all contracted vendor services.


• Monitor office expense activity against branch budget


• Oversee transition between temp and perm branch locations


• Maintain current inventory of all carrier and Futurity First branded collateral needed by the advisors


• Deliver compliance orientation training and support branch office compliance audits and/or reviews


• Maintain files and records that may contain confidential information


• Ensure maintenance and accuracy of compliance records


• Support advisor recruiting, development, training, supervising and performance-coaching


• Management and oversight of all day-to-day branch operations

Qualifications:

• 2+ years of administrative experience in a sales or recruiting environment


• Knowledge and understanding of insurance sales/distribution organizations


• Experience as an office administrator in a life & health insurance agency or brokerage office preferred


• College degree and/or Industry Designations preferred but not required


• Futurity First is an equal opportunity employer.

Futurity First participates in the E-Verify System.