Senior Administrative Assistant

AmeriLife•Inverness, FL

About The Position

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary The Senior Administrative Assistant provides administrative support to the Market Leader and designated Agency Managers. Job Description Duties/Responsibilities [The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.] Reports to a Market Leader and has authority to exercise discretion and independent judgment — including considering, comparing, and evaluating assigned Agencies’ administrative and support functions – as well as, providing recommendations to Market Leaders and the Home Office pertaining to efficiencies and other items of importance - within assigned Agencies. Provides administrative support to the Market Leader and designated Agency Managers Answer phone calls and emails from prospects, clients, AmeriLife associates and other agencies, both professionally and promptly Directs inquiries to the appropriate person to ensure client satisfaction. Completes administrative tasks, such as preparing for morning meetings, agent interviews, client visits, etc. to help ensure a professional and well-organized office environment Coordinates and assists with agent referrals and on-site recruiting Track, monitor and update interview availability, all interview dispositions and onboarding using applicant tracking software and other company systems Guide new agents through the onboarding process in a timely manner Provides feedback to candidates regarding next steps and requirements connected to appointment as an agent and assists with regular follow ups to keep agents engaged as needed Schedules new agent training (AmeriLife University) Attends regular recruiting training calls to keep up with best practices, system and process training Responsible for admin level duties within lead management system, including but not limited to: Adding agents to AMS, deactivating terminated agents, assigning and recycling leads, creating local agent campaigns and other duties assigned by Manager and/or Market Leader Assists with a variety of sales activities including meeting scheduling, seminars, maintenance and distribution of sales materials, including required follow up with prospective clients and policy holders Orders office supplies as needed and schedule maintenance for office repairs, track office expenses and perform basic reconciliation of monthly expenses Generates and distributes reports, spreadsheets, presentations regarding recruiting and sales results including agency production and agents’ activity

Requirements

Proficient in MS Office: Word, Excel, Outlook
Proficient in Avature (recruiting software) and AMS (CRM / marketing system)
Requires 3-5 years of related experience
Ability to work independently, multi-task, and handle confidential information
Professional demeanor
Excellent written and verbal communication skills
Excellent organizational and prioritization skills a must

Nice To Haves

Bilingual skills may be required in select locations

Responsibilities

Reports to a Market Leader and has authority to exercise discretion and independent judgment — including considering, comparing, and evaluating assigned Agencies’ administrative and support functions – as well as, providing recommendations to Market Leaders and the Home Office pertaining to efficiencies and other items of importance - within assigned Agencies.
Provides administrative support to the Market Leader and designated Agency Managers
Answer phone calls and emails from prospects, clients, AmeriLife associates and other agencies, both professionally and promptly
Directs inquiries to the appropriate person to ensure client satisfaction.
Completes administrative tasks, such as preparing for morning meetings, agent interviews, client visits, etc. to help ensure a professional and well-organized office environment
Coordinates and assists with agent referrals and on-site recruiting
Track, monitor and update interview availability, all interview dispositions and onboarding using applicant tracking software and other company systems
Guide new agents through the onboarding process in a timely manner
Provides feedback to candidates regarding next steps and requirements connected to appointment as an agent and assists with regular follow ups to keep agents engaged as needed
Schedules new agent training (AmeriLife University)
Attends regular recruiting training calls to keep up with best practices, system and process training
Responsible for admin level duties within lead management system, including but not limited to: Adding agents to AMS, deactivating terminated agents, assigning and recycling leads, creating local agent campaigns and other duties assigned by Manager and/or Market Leader
Assists with a variety of sales activities including meeting scheduling, seminars, maintenance and distribution of sales materials, including required follow up with prospective clients and policy holders
Orders office supplies as needed and schedule maintenance for office repairs, track office expenses and perform basic reconciliation of monthly expenses
Generates and distributes reports, spreadsheets, presentations regarding recruiting and sales results including agency production and agents’ activity