Sr. Administrative Associate

Job Description:

The 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 Leaders and Financial Professionals in their sales and marketing operation.
*Candidate Note: This role requires a minimum of three (3) days per week in the office, located in Leawood, Kansas, with the option to work remotely for the remaining days. The specific in-office schedule will be discussed and agreed upon with qualified candidates, offering flexibility to accommodate.
Responsibilities

• Performs administrative duties for office location in Leawood, KS including, but not limited to meet/greet clients, mail distribution, maintain office appearance, open/close office.
• Supports new business processing to include review of applications and forms for accuracy; electronic submission of applications; order requirements, and electronic follow-up on all pending cases until completion.
• Provides new business updates and reports to Financial Professionals and Field Leader(s) on pre issue and post issue requirements via voicemail, email or fax.
• Builds strong relationships with employees and other 3rd party administrators in order to handle underwriting and securities issues.
• Provides excellent and proactive service to Financial Professionals and policyholders; including supporting new Financial Professionals as they join the firm.
• Participates in special projects and provides support/back-up in all aspects of the office and firm; collaborates with other firm team members in a support function.
• Supports and coordinates firm events both locally and remotely.

Skills and Abilities

• Exceptional customer service skills
• Excellent organizational skills and ability to set priorities while meeting deadlines
• Proficient in Microsoft Office Suite, Outlook, and Zoom
• Strong written and oral communication skills
• Ability to interact with Field Staff, Financial Professionals and other stakeholders
• 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 life insurance/securities or relevant outside experience required

Licenses

• Life and Health insurance licenses preferred

Base Salary Range: $50,000 - $60,000

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For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

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.