Hybrid Insurance Admin & Field Support Specialist

Penn-Mutual; Missouri; Hybrid; USD 60,000 - 70,000; Full time

Job summary

Penn Mutual is seeking a Sr. Administrative Associate to support field managers and financial professionals in Kansas City, MO, or Dallas, TX. The role blends on-site work with flexible hybrid arrangements and requires timely processing of new business and service requests.

Ideal candidates have 3–5 years in insurance or securities, strong MS Office and communication skills, and a HS diploma. FINRA Series 6/7 (preferred) may be considered for the position.

Qualifications

• 3–5 years of insurance/securities or related experience.
• Strong organizational and communication skills.
• Proficiency with MS Office and Outlook.

Responsibilities

• Process all new business: review applications, submit electronically, track until completion.
• Provide updates to Financial Professionals and Field Manager on requirements.
• Build relationships with Home Office, Underwriting, HTK, and third parties.
• Prepare basic illustrations as needed.

Skills

Organizational skills

MS Office Suite

Outlook usage

Written and verbal communication

Education

HS Diploma or Equivalent

Tools

Microsoft Office

Outlook

FINRA Series 6/7 (Preferred)

Job description

Penn Mutual is seeking a Sr. Administrative Associate to support field managers and financial professionals in Kansas City, MO, or Dallas, TX. The role blends on-site work with flexible hybrid arrangements and requires timely processing of new business and service requests.

Ideal candidates have 3–5 years in insurance or securities, strong MS Office and communication skills, and a HS diploma. FINRA Series 6/7 (preferred) may be considered for the position.