Office Manager

Position Overview

The Penn Mutual Office Manager is accountable for assisting the Field Manager in operating a financially successful office by leading and developing an effective and efficient staff of employees, overseeing daily office operations and enhancing the productivity of the sales force so that the office achieves sales, recruiting and profitability goals.

Position Expectations

Responsibilities

• Manages on-boarding of new financial professionals and office staff by explaining benefits, policies and procedures, coordinating fingerprinting, training on computer and phone system.
• Partners with Human Resources (HR) for employee relations, performance management issues, benefits, staffing requirements, interviewing and hiring. Maintains employees and financial professionals’ files and promptly notifies Home Office (HO) of all changes related to staff, salary and status.
• Writes and delivers employees performance reviews and provides ongoing coaching and development.
• Trains employees in all aspects of their duties in conjunction with the company’s policies and procedures.
• Responsible for overseeing new business processing and related operations.
• In conjunction with the Field Leader, prepare, develops and monitors office budget. Manages expenses and authorizes payment of bills.
• Maintains financial information for the office in QuickBooks according to company guidelines. Submits reconciliation reports to Home Office timely.
• Keeps current with resident and non-resident state insurance securities regulations and requirements for licensing and application. Shares relevant information with office employees to ensure they understand regulations and can apply knowledge to their jobs.
• Processes Contract/Licensing and Registration documents for all financial professionals and assists the financial professionals with their E&O and continuing education requirements.
• Adheres to all industry compliance regulations (e.g., insurance, FINRA, SEC) and performs compliance related functions as needed as appropriate to the position. Complies with all company and field office policies and procedures.
• Assists in the recruiting of financial professionals by providing information and support as required.
• Ensures office remains current in profession and industry trends.
• Successfully completes job training requirements.
• Performs other duties as assigned.

Skills & Abilities

• Customer Service Orientation – works with field partners to understand their needs and provide services that reflect the values of the Penn Mutual Life Insurance Company
• Effective Communication skills with an ability to use the right tools, resources and messaging to build relationships and communicate clear, timely, professional information
• Multi-tasking – ability to handle multiple priorities in the same timeframe
• Strong Attention to Detail
• Strong organizational skills
• Strong technology skills – ability to adapt to changing technology and capable of working with electronic systems which include MS Office, Order Entry, CRM, Document Imaging/Scanning, Email and Websites.
• Demonstrated ability to work as a collaborative team member and achieve positive results/outcomes.
• Ability to make a positive contribution as demonstrated by; making suggestions for improvement and learning new skills, procedures and processes.

Experience

• 3-5 years of experience in an office environment. Industry Experience a plus.

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. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Salary Range - 64,500-95,000