Sales Support & Admin Specialist - Financial Services

FamGuard Group of Companies; Florida; On-site; USD 45,000 - 62,000; Full time

Job summary

FamGuard Group of Companies is seeking an experienced administrative assistant to support the Financial Services Sales Division in New York. The role involves completing day-to-day secretarial tasks, preparing reports for the Agency Manager and HOOLS, and maintaining orderly records and logs.

You will assist in coordinating policy processes, distribute documents to salespersons, and liaise with Claims, Underwriting, Compliance, and IT to resolve issues.

Qualifications

• Administrative and secretarial tasks support daily operations.
• Ability to prepare timely reports for the Agency Manager and HOOLS.
• Maintain accurate records and ensure efficient documentation flow.

Responsibilities

• Provide timely reports to the Agency Manager and Head of Ordinary Life Sales (HOOLS).
• Record all agency production, submitted cases and pending report.
• Updating New Business Log.
• Quarterly review of Term policies and Conversion notifications.
• Assist in monitoring and tracking the policy contracts process ensuring that they are distributed to the salespersons in a timely manner.
• Assist salespersons and Agency Managers with policy investigations and liaising with Claims, Underwriting, Compliance, and IT to resolve policy and system issues.
• Check all new business applications submitted for errors and photocopy all documents before sending them to the Underwriting Division, Compliance, and BahamaHealth and saving to the Shared Drive.
• Assist in planning Financial Services socials and Company events (Awards Day, Convention, Founder's Day, etc.).

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Optional Documents 3 Professional References, Application Form, NIB Smart Card, Police Record, Resume, Valid Passport

To support the day-to-day operations of the Financial Services Sales Division. Assure proper efficiency and smooth operation of the Financial Services Sales Division by completing necessary administrative and secretarial tasks. Provide reliable support to assigned managers and staff by completing allotted tasks, projects, and assignments as requested.

Key Responsibilities:

• To provide timely reports to the Agency Manager and Head of Ordinary Life Sales (HOOLS)
• Record all agency production, submitted cases and pending report.
• Updating New Business Log.
• Quarterly review of Term policies and Conversion notifications.
• Assist in monitoring and tracking the policy contracts process ensuring that they are distributed to the salespersons in a timely manner.
• Assist salespersons and Agency Managers with policy investigations and liaising with Claims, Underwriting, Compliance, and IT to resolve policy and system issues.
• Check all new business applications submitted for errors and photocopy all documents before sending them to the Underwriting Division, Compliance, and BahamaHealth and saving to the Shared Drive.
• Assist in planning Financial Services socials and Company events (Awards Day, Convention, Founder's Day, etc.).

Knowledge & Skills:

• Proficiency in Microsoft Word, Excel, and Outlook (email)