Office Administrator

Magellan Financial & Insurance Services, Inc.; Dallas (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

Join a leading financial services company as an Office Administrator, where you'll support the sales team and ensure smooth office operations. This role requires strong communication skills and proficiency in office software. Be part of a dynamic team dedicated to providing excellent client service and have opportunities for growth into supervisory roles.

Qualifications

• Proficient in Microsoft Word and Excel.
• Excellent organizational skills and attention to detail.

Responsibilities

• Manage client information in CRM system.
• Initiate and handle phone calls to clients.
• Track and manage pending business transactions.

Skills

Communication

Organization

Interpersonal Skills

Education

Texas Life/Health Insurance License

Tools

Microsoft Word

Microsoft Excel

Job description

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Join Us as an Office Administrator!

American Retirement Income Solutions

Are you a proactive and detail-oriented individual with exceptional interpersonal skills and a passion for providing excellent client service? American Retirement Income Solutions is seeking a dynamic Office Administrator to join our dedicated team. In this role, you will be integral in supporting our sales team, ensuring smooth office operations, and delivering outstanding service to our valued clients.

Position Overview:

As the Office Administrator, you will facilitate sales processing and provide essential client services for our energetic team. This client-facing role requires strong communication skills, proficiency in common office software, and a positive attitude toward client interactions and daily operations.

Key Responsibilities:

• Enter and manage client information in our CRM system, ensuring accuracy and organization.
• Initiate and handle phone calls to existing and prospective clients to schedule and confirm sales and service appointments.
• Conduct product research on insurance offerings and manage targeted mailing lists.
• Track and manage pending business transactions from initial sale through to policy issuance.
• Perform errands such as post office visits and office supply management.
• Create CRM-generated reports to facilitate client outreach (e.g., birthday cards, thank-you notes, annual review reminders).
• Provide support for live events, occasionally requiring availability during evenings and weekends.
• Handle other administrative duties as assigned.

Skills & Qualifications:

• Proficiency in Microsoft Word and Excel, including document creation and spreadsheet manipulation.
• Comfortable managing inbound and outbound calls professionally.
• Excellent organizational skills and attention to detail.
• Outstanding interpersonal and client-facing abilities.

Certifications to be Acquired:

• Texas Life/Health Insurance License
• Potential to advance into a Full-time Advisor role.
• Opportunity to grow into an Office Supervisor position.

Join American Retirement Income Solutions and be part of a supportive environment dedicated to helping our clients achieve financial security. Apply today and take the next step in your career!

American Retirement Income Solutions is an equal opportunity employer dedicated to fostering a diverse and inclusive workplace.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Customer Service

• Industries

  Financial Services, Insurance, and Investment Advice

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