Branch Office Administrator

Bankers Life; Gaithersburg (MD); On-site; USD 42,000 - 54,000; Full time

Job summary

Bankers Life is seeking a Branch Office Administrator to support the branch’s daily operations, reporting to the Branch Sales Manager. You will handle front-desk duties, process applications, support compliance tasks, and coordinate meetings and events.

Ideal candidates have 2–4 years in fast-paced administrative roles, strong communication, and solid MS Office skills. This on-site role involves multisource coordination to help the branch reach its goals.

Qualifications

• Experience researching, analyzing and summarizing information.
• Strong written and oral communication skills.
• Proficiency in MS Office Suite.
• Responsive to shifting needs and priorities.
• Attention to detail is essential.

Responsibilities

• Provide friendly, visitor, employee, agent, and customer services.
• Answer phones and direct to licensed agents as needed.
• Respond to general customer questions and service inquiries.
• Manage mail, emails, and distribute correspondence to appropriate teams.
• Assist in compliance audits and reporting for management.
• Process applications and support recruitment activities.
• Prepare materials for Career Briefings and follow up on exam progress.
• Coordinate off-site meetings and logistics and ensure supplies are stocked.

Skills

Information research

Written & verbal communication

MS Office proficiency

Prioritization

Detail orientation

Education

High School Diploma or GED

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

About the Role

Reporting directly to the Branch Sales Manager, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals.

Responsibilities

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.
• Assists the Branch Sales Manager with completing compliance audit requests.
• 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.
• Calls potential candidates and sets appointments for Career Briefings.
• Prepares materials for Career Briefings.
• Follows-up with recruits to check on exam progress.
• Assists in the agent appointment process with the territory office and home office.

Compliance

• Provides administrative support and tracking for all BSO and Cornerstone compliance training sessions.
• Provides reporting to management on Sales essentials completion.
• Ensures branch office follows proper procedures and protocols.
• Prepares branch for compliance audits.

May perform additional duties as assigned.

Skills, Knowledge, and Abilities:

• Demonstrated experience in researching, analyzing and summarizing information
• Strong written and oral communication skillsProficiency in MS Office (Word, Excel, PowerPoint, Outlook).
• Responsive to shifting needs and priorities.
• Strong attention to detail

Education and Experience:

• High School Diploma, GED, or equivalent; some college preferred
• 2-4 years of work experience in a fast pace, customer facing, multiline phone, administrative role