Branch Office Administrator

Bankers Life company; Clearwater (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

Bankers Life, a Fortune 500 company, seeks a Branch Office Administrator for its Clearwater, FL location. You will support daily operations, handle administrative tasks, and assist with compliance processes while engaging visitors and coordinating with licensed agents.

Responsibilities include processing applications, preparing reports, managing expenses, and maintaining office supplies. The role also covers social media activity to promote the local office and aid recruitment efforts.

Qualifications

• 2–4 years of customer-facing administrative experience.
• Proficiency with MS Office and clerical software.
• Strong written and verbal communication skills.
• Ability to handle multiple tasks and shifting priorities.
• High school diploma or GED; some college preferred.

Responsibilities

• Greet visitors and direct them to licensed agents.
• Answer phones and route inquiries.
• Process and scan applications.
• Prepare reports and manage documentation.
• Coordinate compliance training and audits.
• Manage branch social media presence and recruitment content.

Skills

Communication skills

Customer service experience

Attention to detail

Multiline phone handling

Adaptability

Education

High School Diploma or GED

Some college preferred

Tools

MS Office

Application processing systems

Account expense reporting

Direct bill expense reporting

Material ordering

Job description

Reporting directly to the Managing Director, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals. The BOA will perform a broad range of administrative processes and activities related to two core areas: Administrative Support and Compliance, as well as respond to shifting needs and priorities of the branch as advised by the Managing Director. This position is onsite in Clearwater, FL.

What You Will Be Doing:

Administrative Support & Business Processing

• Provides friendly and approachable services to visitors, employees, agents and customers. Answers phone calls and directs customers to licensed agents, as needed
• Responds to general customer questions, complaints, and service-related questions
• Distributes branch office mail and prepares outgoing mail; monitors general email box and routes accordingly
• Processes and scans applications
• Provides pending business support and follow through (gathering records, applications completion, & missing items)
• Creates/Exports reports from various systems for management
• Processes expenses and reimbursements
• Ensures office equipment is in working order
• Ensures sales supplies are stocked and current
• Coordinates off-site meetings and venues, as well as related logistics
• May perform additional duties as assigned

Compliance

• Provides administrative support and tracking for all branch office and compliance training sessions
• Assists the Managing Director with completing compliance audit requests
• Provides reporting to management on sales training completion
• Ensures branch office follows proper procedures and protocols
• Prepares branch for compliance audits

Social Media

• Manage social media to consistently promote local office and influence recruitment efforts (Instagram, TikTok, Facebook, etc.)
• Create engaging and shareable content, including images, videos, and infographics
• Stay up-to-date on the latest social media trends and best practices

What We Are Looking For:

• 2-4 years of work experience in a fast pace, customer facing, multiline phone, administrative role
• System knowledge: application processing systems, account expense reporting, direct bill expense reporting, material ordering
• Demonstrated experience in researching, analyzing and summarizing information
• Strong written and oral communication skills
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook)
• Responsive to shifting needs and priorities
• Strong attention to detail
• High School Diploma, GED, or equivalent; some college preferred

Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!

Please visit our career site to learn more about our mission: https://careersatbankerslife.com