Operations Specialist

Rang Technologies Inc; Santa Rosa (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Rang Technologies Inc. is seeking an experienced administrative support professional to be the first point of contact at the reception desk in Santa Rosa, CA.

You will greet clients, answer and direct calls, and provide essential administrative support across the General Office, including resource coordination, financial processing, and office operations. The role supports agents and ensures proper governance by handling various reports, processing amendments, and coordinating new business

Responsibilities

• Greet clients and answer/direct phone calls at the reception desk.
• Support onsite agency field managers and handle general administrative duties.
• Manage discretionary accounts and assist with financial processing and reports.
• Maintain daily office operations: mail, supplies, facility requests, and governance compliance.
• Assist with new business workflows and case visibility, including amendments and appeals processes.

Job description

Seeking office administrative experience to serve as the first point of contact at the reception desk, greet clients, answer and direct phone calls, support onsite agency field managers, and perform administrative duties, including the management of discretionary accounts, as outlined in the job summary.

Role Summary:

Individuals in this role provide dedicated administrative and operational support for the General Office, helping to streamline processes and enhance service for Agency stakeholders. They manage a wide range of responsibilities including resource coordination, financial processing, and oversight of daily office operations such as mail handling, reception, supplies, and facility requests. The role supports new business by assisting agents with their questions and processing permissible policy changes. Additionally, this position ensures strong governance and compliance by handling various financial and operational reports.

Administrative Support

• Agent of the Day
• Fingerprint and I-9 verification
• MDRT Recognition - Application Tracking and Approval
• Occupancy - Agreements, Rental Escalations and Adjustments
• Postage - Funds and Supplies
• R&D Statements - Distribute to Partners and SDM’s
• Resource Assignment for New Agents - Mailboxes, keys, security access, phones, etc.
• Resource Removal for Terminated Agents - Mailboxes, keys, security access, phones, etc.
• Routing Orphan Clients to Agent of the Day; providing Policy

Accounts and Financial Management

• Close accounts for End-of-Day
• Accounts Payable - P-Card, ReadSoft, GO bills
• Check - Approval (Ledger), Deposit and Print
• Discretionary Accounts for MP, GO Account, EP, SP, Partner
• Expense Allowance - Submissions and Approvals
• Ledger Liens and Garnishments
• Ledger Withdrawal EFT & Paper Check

Maintenance and Logistics

• Transfer of Interest
• Assign pending cases from terminated Agents to identified active Agents

New Business & Case Visibility

• Maintain working knowledge of New Business workflows and systems (e.g., App Central, ALIP).
• Support Agents in understanding how to view and manage their cases.
• Process CDCs for reductions in face amount, correcting name/DOB/address, mode changes and removing a rider. No VULs or Part IIs and nothing that increases risk.
• Prepare and edit amendments in our application systems.
• Understand and track the appeals process including monitoring in system through to resolution.

Assist with:

• Commission inquiries and Transfers of Interest , Facilities management, GO moves, remodels, and event coordination. Troubleshoot and resolve onsite technology, Telephony and network issues.

Reporting:

• Act as back-up to the Service Leader on monthly reporting Outstanding Check Report

We are an equal opportunity employer. It is our policy to provide employment, compensation, and other benefits related to employment without regard to race, color, religion, sex, gender, national or ethnic origin, disability, veteran status, age, genetic information, citizenship, or any other basis prohibited by applicable federal, state, or local law.