What are the responsibilities and job description for the Office Administrator position at CITIZENS INC?
We are searching for Full-Time Office Administrator who can complete each essential duty professionally and satisfactorily.
Essential Job Duties: Office Administrators
· Process all office and mail payments (including credit card payments) that are collected at the District office. This includes recording the collection, balancing the funds, marking receipts, making deposits, and keying the collections into the DC90 collection system.
· Input the District Agent deposits into the DC90 collection system. The turn-in must be reviewed for completeness and accuracy.
· Answer the phones with the standard company greeting and check and maintain both the individual and District email accounts throughout the workday.
· Greet all walk-in customers and provide excellent customer service to both internal and external customers.
· Process all NSF checks that are received in the District office. This includes keying the NSFs into the DC90 collection system and providing copies of the checks to the District Manager and Field Audit staff.
· Manage both the incoming and outgoing District mail. This also includes printing labels when needed. Track agent postage as part of the District mail pay process. Travel to and from post office to pick up incoming mail and drop off outgoing mail.
· Track the District supply inventory and place supply orders when needed.
· Perform all duties associated with the daily Remote Deposit check scanning process.
· Update various daily tracking documents including, but not limited to, the District cash monitoring report, daily activity report balancing, outstanding check tracking, and the District production tracking report.
· Scan and submit life and fire applications to the New Business department daily.
a. Ensure fire policies are permitted in parishes written
· Scan and submit service request forms to the Solutions Center department daily.
· Maintain a daily log of all documents that are scanned to the Austin office.
· Check all new policy applications and verify that all are complete and correct (i.e. birthday, signatures, etc.)
· Create and submit money move request forms to the Field Audit department.
· Scan and submit claim information to the Claims department daily.
· Research and review images from the DC83 system as needed in order to provide policy information when appropriate.
· Organize and file records in accordance with the company’s record retention policy
· Perform other duties and complete projects as assigned by the Security Plan Regional Office Administrator. This could include, but not limited to, contacting policyholders on the potential lapse sheets to request payments, updating office pay client records, etc.
· Occasional travel may be required throughout the region to assist other Security Plan locations (mileage to be paid)
· Work with Territory Coordinators (as needed) to resolve customer concerns/agent challenges
· Post all walk-in/mail payments
· Maintain a clean and orderly work space
Minimum Qualifications:
- Proficient in the use of computer applications such as MS Outlook, MS Excel and MS Word.
- An employee must possess dependable transportation, a valid driver’s license and proof of current automobile insurance coverage.
Knowledge, Skills and Abilities:
- Able to provide excellent customer service and properly maintain customer payment records.
Miscellaneous Requirements:
- Ability to work Monday-Friday, 8AM – 5:00PM with occasional flexible hours.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Education:
- High school or equivalent (Preferred)
Work Location: In person
