Field Administrator- Onsite in Pewaukee, WI, 19 hours a week

Under joint supervision of Home Office Sales Operations Manager and the Field Agency Sales Office Manager, completes tasks to assist in operating the field office.

ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Assemble materials for weekly field office meeting to ensure preparation for meeting is complete by photocopying materials, and printing reports. Performs support services to assist Manager by organizing office, ensuring the space is neat and tidy, addressing and sending thank you/birthday cards; and greeting people.
• Order supplies and sales kits/sales materials to ensure supplies are available for use.
• Assist new Agents with process of accessing on-line contracting to ensure required process is complete by showing agents the on-line system, making sure necessary documents are complete; reviewing information; sending any required documents to the Home Office; scheduling for new agents' photo's to be taken; providing them access information to SOAR to get training done; and following up on status of new representative.
• Assist Office Manager in mailings to ensure client/agent has all pertinent information by creating content, receiving names and addresses of potential client/agent; assembling information; addressing/labeling and mailing.
• Respond to telephone calls to facilitate communications by taking messages or assisting caller as appropriate. May do some outreach calls to clients to schedule appointments or gauge interest
• Process mail to facilitate workflow by opening, sorting, and distributing mail; organizing mail delivery for each Agent; sending mail to Home Office; and forwarding mail to Agents that are terminated.
• Assist with recruiting efforts to recruit new Agents by reviewing candidates, scheduling appointments/interviews, completing initial screening and assembling recruiting kits.
• Assist Manager with assigning leads to ensure Agents are receiving leads by sending e-mails or printing leads to distribute to agents.
• Act as a liaison between the Field Manager and Home Office departments to obtain various information regarding issues that need to be addressed by contacting the appropriate person in the Home Office and obtaining required information.
• Gather, perform data entry, access, utilize, and disclose individually identifiable information and medical information to perform specific functions of the position in accordance with Company policies and procedures, and as required by law.

Performs other related duties as necessary or assigned.

SUCCESS PROFILE
Knowledge, Skills, and Abilities

• Demonstrate the Wellabe core competencies of change, communication, customer focus, financial acumen, innovation, teamwork, critical thinking, and decision making. For a full description of each competency, please visit wellabe.com/core-competencies.
• Embrace and foster a diverse and inclusive culture that aligns with our commitment to THRIVE Toolkit: We are building resources for employee reference, including a diversity driven book club, leadership training, and a culture of betterment philosophy. Hear: Every employee has a voice. We listen with attention to gain knowledge and to understand. Respect: We empower people by respecting and appreciating their differences. Inclusion: We support a collaborative workforce that promotes belonging and respect that increases participation and contribution from all employees. Value: All employees are appreciated for their uniqueness. Equity: For all.
• Demonstrate an Agile mindset* of trust, teamwork, and transparency and capability to implement agile tools into daily work, allowing for quick adaption to change. (*An agile mindset is the set of attitudes supporting an agile working environment including trust, teamwork, transparency, respect, improvement, ongoing learning, pride in ownership, focus on delivering value, and the ability to adapt to change.)
• Embrace our culture of betterment, which surrounds the question: Does this decision fit with our mission and core values while enhancing the outcome for our customers, our business, and our associates.
• Office procedures as related to all responsibilities listed.
• HIPAA regulations/Do Not Call list guidelines.
• Applicable privacy laws as well as corporate and departmental policies and procedures related to privacy as related to accessing, utilizing, and disclosing individually identifiable information Computer literacy as related to all responsibilities listed.
• Communication skills as related to all responsibilities listed.
• Professional skills as related to all responsibilities listed.
• Organizational skills as related to all responsibilities listed.
• Customer service skills as related to all responsibilities listed.
• Ability to maintain confidentiality

EDUCATION AND EXPERIENCE

Education

• High school education required with two years similar office clerical experience preferred.

Experience

• 2 years office clerical experience, a plus.
• Proficiency in Microsoft applications (Word, Excel, Access, Canva etc.) preferred.

TRAVEL REQUIREMENTS

Travel Required? Yes

Type-Training/Seminars/Conferences

Percentage-Minimal

PHYSICAL REQUIREMENTS

• Primarily works in an office environment (or in-home office) performing work that is sedentary which involves remaining stationary and working on a computer for long periods of time
• Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.
• Regularly communicates with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.
• Primarily works in an office environment (or in-home office) performing work that is sedentary which involves remaining stationary and working on a computer for long periods of time
• Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.
• Regularly communicates with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.

This job description does not list all activities, duties, or responsibilities that may be required. The employee in this position may be assigned other duties at any time with or without notice.

This job description does not constitute a contract of employment, and the company may exercise its employment-at-will rights at any time.