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Sr. Administrative Associate
Penn Mutual Coral, FL
$42k-55k (estimate)
Full Time | Insurance 6 Days Ago
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Penn Mutual is Hiring a Sr. Administrative Associate Near Coral, FL

Job DescriptionPosition OverviewThe Sr. Administrative Associate performs diverse administrative duties in the field office, following established routines under general supervision. This role requires a working knowledge of insurance and securities products, office and company policies and procedures to support field manager and financial professionals in their sales and marketing operation.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
  • Processes all new business to include: review of applications and forms for accuracy; electronic submission of applications; ordering requirements, electronic follow-up on all pending cases until completion.
  • Provides new business updates and reports to Financial Professionals and Field Manager on pre issue and post issue requirements via voicemail, email or fax.
  • Builds strong relationships with Home Office, Underwriting, HTK, and other 3rd party administrators in order to handle underwriting and securities issues.
  • Prepares basic illustrations as needed
  • Provides excellent and proactive service to financial professionals and policyholders
Skills And Abilities
  • Excellent organizational skills and ability to set priorities
  • Proficient in Microsoft Office Suite and Outlook
  • Strong written and oral communication skills
  • Ability to interact with field staff, financial professionals and home office employees
  • Consistently meets deadlines
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
  • Ability to build strong working relationships and work with others in a collaborative team environment.
Education
  • H.S. Diploma or Equivalent Required
Experience
  • 3-5 Years of insurance/securities or relevant outside experience Required
  • Bilingual or fluent in Spanish is Preferred
Licenses
  • FINRA Series 6 Preferred or
  • FINRA Series 7 Preferred
Base Salary Range - $48,000 - $66,000
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$42k-55k (estimate)

POST DATE

09/11/2024

EXPIRATION DATE

10/08/2024

WEBSITE

pennmutual.com

HEADQUARTERS

HUNTINGTON BEACH, CA

SIZE

1,000 - 3,000

FOUNDED

1847

TYPE

Private

CEO

SCOTT SMITH

REVENUE

$1B - $3B

INDUSTRY

Insurance

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About Penn Mutual

Penn Mutual insurance offers personal, commercial, life, health and group insurance services.

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The following is the career advancement route for Sr. Administrative Associate positions, which can be used as a reference in future career path planning. As a Sr. Administrative Associate, it can be promoted into senior positions as a Human Resources Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sr. Administrative Associate. You can explore the career advancement for a Sr. Administrative Associate below and select your interested title to get hiring information.