Sr. Administrative Associate

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

Job Description:Position OverviewThe Sr. Administrative Associate performs diverse administrative duties in the field office, following established routines under general supervision. This role requires a working knowledge of insurance and securities products, office and company policies and procedures to support field manager and financial professionals in their sales and marketing operation.We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.This hybrid position is based in either our Kansas City, MO or Dallas, TX office and requires on-site attendance three days per week.ResponsibilitiesProcesses all new business to include: review of applications and forms for accuracy; electronic submission of applications; ordering requirements, electronic follow-up on all pending cases until completion.Provides new business updates and reports to Financial Professionals and Field Manager on pre issue and post issue requirements via voicemail, email or fax.Builds strong relationships with Home Office, Underwriting, HTK, and other 3rd party administrators in order to handle underwriting and securities issues.Prepares basic illustrations as neededProvides excellent and proactive service to financial professionals and policyholdersSkills and AbilitiesExcellent organizational skills and ability to set prioritiesProficient in Microsoft Office Suite and OutlookStrong written and oral communication skillsAbility to interact with field staff, financial professionals and home office employeesConsistently meets deadlinesAbility to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.Ability to build strong working relationships and work with others in a collaborative team environment.EducationH.S. Diploma or Equivalent RequiredExperience3-5 Years of insurance/securities or relevant outside experience RequiredLicensesFINRA Series 6 Preferred orFINRA Series 7 PreferredBase Salary Range - $60,000 - $70,000#hpFor over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.