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Onsite Office Administrator - Citizens, United States
Support Security Plan Life Insurance Company customers by processing payments, maintaining records, scanning applications, and assisting with District Office administration.
विवरण
- Deliver courteous service to Security Plan Life Insurance Company’s internal and external customers
- Process office, mail, and credit card payments; document collections, balance funds, mark receipts, make deposits, and enter collections in the DC90 system
- Enter and review District Agent deposits in DC90
- Answer calls using the approved company greeting
- Monitor and maintain individual and District email accounts throughout the day
- Welcome customers who visit the office
- Process NSF checks in DC90 and send copies to the District Manager and Field Audit staff
- Handle incoming and outgoing District mail and print labels as required
- Monitor agent postage usage
- Monitor District supply levels and order supplies as needed
- Complete daily remote-deposit check scanning
- Maintain daily tracking records for cash monitoring, activity balancing, outstanding checks, and production
- Scan and forward life and fire applications to New Business
- Scan and forward service request forms to the Solutions Center
- Keep a daily record of documents scanned to the Austin office
- Review new policy applications for completeness and accuracy
- Prepare and submit money-move request forms to Field Audit
- Scan and forward claim information to Claims
- Research DC83 images to provide policy information when appropriate
- File and organize records in line with the company’s retention policy
- Complete additional assignments from the Regional Office Administrator, including contacting policyholders, requesting payments, and updating office pay client records
आवश्यकताएँ
- High school diploma or GED
- Two to three years of customer service experience
- One to two years of experience handling money and accurately making change
- Reliable transportation, a valid driver’s license, and liability insurance
- Working knowledge of Microsoft Word, Outlook, and Excel
- Strong verbal and written communication skills
- Ability to manage high volumes of work accurately
- Ability to learn IBM system functions and procedures
- Demonstrated analytical, evaluation, and problem-solving skills
- Ability to prioritize effectively and complete assigned tasks
- Background in a collaborative, team-based workplace
- Professional telephone etiquette and call-handling skills
- Ability to manage multiple tasks and meet deadlines
- Professional conduct when working with customers and colleagues
- Ability to reach high and low, access file cabinets, operate a keyboard, and use standard office equipment
- Ability to frequently stand, walk, sit for extended periods, lift up to 20 pounds, open filing cabinets, and bend or stand on a stool
- Occasional local travel
- Ability to use the company’s time-tracking system to clock in and out
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