Branch Office Administrator

Regional Director and Financial Representative at Bankers Life | Bankers Life Securities Inc | CNO Financial

Reporting directly to the Managing Director, 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 two core areas:
Administrative Support & Compliance, and Recruiting, as well as respond to shifting needs and priorities of the branch as advised by the Managing Director.

What You Will Be Doing:

• 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
• 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
• May perform additional duties as assigned

What We Are Looking For:

• Experience in a fast pace, customer facing, multiline phone, administrative role
• System knowledge: application processing systems, account expense reporting, direct bill expense reporting, material ordering
• 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 attention to detail
• High School Diploma, GED, or equivalent; some college preferred

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:

Entry level.

Full‑time.

• Customer Service

• Insurance and Office Administration

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Disability insurance

Referrals increase your chances of interviewing at Bankers Life by 2x.

Location:

Traverse City, MI, Salary: $45,000 - $55,000.