Office Administrator

Alliant Insurance is hiring an Office Administrator at Futurity First!

Futurity First has a national footprint of nearly 1,000 insurance and financial professionals focused on helping clients plan for retirement with clarity and confidence. Futurity First advisors enjoy the flexibility of being independent agents as well as the back-office support of a career agency.

https://www.futurityfirst.com/

POSITION HIGHLIGHTS: Our Office Administrator will be 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. This position is the primary point of contact for clients and business partners of the Futurity First Insurance Group Branch Office, as well as the lead branch office contact for all Futurity Operations, Compliance, and Human Resources functions.

• Full-time, benefits-eligible
• Onsite at our office in 901 Lincoln Drive West, Marlton, NJ 05053
• Hours: Monday-Friday, 8:30 am-5 pm EST
  
  

RESPONSIBILITIES:

• Operations: Oversee insurance and annuity business processing.
• Administration: Support the General Manager in the agent recruiting process.
• Ensure all appropriate appointment paperwork is completed in good order and submitted to Contracting.
• Manage the tracking of all agents' recruiting activity from initial contact through the onboarding process.
• Schedule interview appointments and monitor recruits’ participation in preparatory online courses.
• Manage all new advisor documents as well as licensing and carrier-specific appointment paperwork.
• Notify Human Resources, via the Personnel Information Management (PIM) form, in a timely manner of all personnel-related changes involving branch office staff, terminations, status changes, etc.
• Notify the Onboarding Specialist, via the Advisor Information Management (AIM) form, in a timely manner of all contract status-related changes involving advisors/affiliates, including branch hierarchy reporting relationships, contract terminations, etc. Train agents on New Business procedures and processes.
• Communicate with Home Office HR as required to seek advice, support, and coaching.
• On-Boarding: Verify access and become skilled in all Futurity online business tools.
• Become familiar with all contracted vendor services.
• Obtain home office approval prior to retaining services of a non-approved service provider (purchases of goods or services).
• Monitor office expense activity against branch budget.
• Oversee transition between temp and perm branch locations.
• Maintain current inventory of all carrier and Futurity branded collateral needed by the advisors.
• Compliance: Deliver compliance orientation training and support branch office compliance audits and/or reviews.
• As appropriate, conduct preliminary review of branch office/advisor advertisements and promotional literature.
• 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.
• Special Projects: Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees.
• Assists with special projects/assignments as requested by members of management.
• Performs other duties as assigned by management.
  
  

QUALIFICATIONS:

High School Diploma, or GED required

Associates degree preferred

Minimum Two (2) Years Of Administrative Experience

Experience as an office administrator in a life and health insurance agency or brokerage office, nice to have

Knowledge of understanding of insurance sales/distribution organizations, nice to have

PERKS AND BENEFITS:

• Health Insurance*
• Dental and vision insurance*
• 401(k) with company match*
• Paid time off
• Stable, friendly, and professional environment that does not micromanage your work but rather rewards innovation
• Available the first of the month following date of hire
  
  

Equal Opportunity Employer; SMS participates in the E-Verify system

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