Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! FinSec is looking for someone who possesses these traits to join their team as an Administrative Assistant.
This position is responsible for day-to-day activities as required by insurance producers/business owners. You will work closely and collaboratively with the producers, insurers, and other team members to ensure compliance, organization, business processing and various bookkeeping responsibilities are fulfilled. The Administrative Assistant serves as our clients’ point of contact for any insurance-related service needs.
Essential Duties and Responsibilities:
- Bookkeeping utilizing QuickBooks and Excel for several small businesses
- QuickBooks Payroll
- Make bank deposits
- Communicate with policyowners and customers
- Life insurance application processing
- Life insurance securities compliance
- Life insurance client service, including invoicing for fees & scheduling periodic reviews
- Prepare consolidated policy summary statements
- Commission income tracking
- Organize electronic files
- Establish and maintain client data
- Minor IT assistance
- Occasional event planning/coordination
- Desire to obtain industry license and further education
- Orchestrate city-reaching events, such as prayer, worship and evangelism in the downtown corridor
- Serve as a 'back office' support to public (political) office campaigns
Core Competencies:
- Possess strong organizational skills
- Possess excellent written (Letter & Memo writing) and verbal communication skills
- Must be very detail-oriented
- Must be self-motivated and disciplined
- Ability to work with clients
- Ability to thrive in fast-paced changing environment
- Experience with all Microsoft Office products (Excel, Word, PowerPoint, etc.)
- Familiarity with DocuSign and other secure transmission products Experience and
Education Requirements:
- 3+ years’ experience in account management or in a consultative role
- Prior experience in broker agency or benefit administration firm
- 1+ years' experience with Quickbooks
- Current Life and Health license, preferred
- Bachelor’s Degree, preferred
- Experience with database applications, preferred
Skills Required
- 3+ years of experience in account management or a consultative role
- Prior experience in a broker agency or benefits administration firm
- At least 1 year of experience with QuickBooks
- Strong organizational, written, verbal, and client communication skills
- Strong attention to detail, self-motivation, and discipline
- Experience with Microsoft Office, including Excel, Word, and PowerPoint
- Familiarity with DocuSign and secure transmission products
- Current Life and Health license
- Bachelor's degree
- Experience with database applications
- Willingness to obtain an industry license and pursue further education
What We Do
Valmark Financial Group is a privately held financial-services organization serving independent financial professionals and member firms across the U.S. Its businesses combine full-service broker-dealer, registered investment-advisory, and insurance capabilities. It supports advisors with life, disability, and long-term-care insurance; securities and investment products; fee-based financial planning and portfolio-management solutions; policy management; and retirement-plan services, helping member firms deliver comprehensive financial and wealth-transfer services to their clients.
