Sr. Administrative Associate

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

Benefits offered by this job

Hybrid work model

Competitive benefits

Job summary

Penn Mutual is seeking a Sr. Administrative Associate in a hybrid role, based in Kansas City, MO or Dallas, TX with on-site attendance three days per week. You will support field managers and financial professionals in sales and marketing operations, handling new business and communications.

The position requires knowledge of insurance and securities products, strong organizational and communication skills, and 3–5 years of related experience. A base salary range is provided.

Qualifications

• 3-5 years of insurance/securities or related experience.
• Working knowledge of insurance and securities products.
• Ability to set priorities and meet deadlines.

Responsibilities

• Processes all new business including review and electronic submission.
• Provides updates and reports to Financial Professionals and Field Manager.
• Builds relationships with Home Office and other administrators to handle issues.
• Prepares basic illustrations as needed.
• Delivers proactive service to professionals and policyholders.

Skills

Excellent organizational skills

Strong written and oral communication

Ability to work with field staff and 3

Education

H.S. Diploma or Equivalent

Tools

Microsoft Office

Outlook

Job description

Position Overview

The 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.

Job Description

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.

Responsibilities

• Processes 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 needed
• Provides excellent and proactive service to financial professionals and policyholders

Skills And Abilities

• Excellent organizational skills and ability to set priorities
• Proficient in Microsoft Office Suite and Outlook
• Strong written and oral communication skills
• Ability to interact with field staff, financial professionals and home office employees
• Consistently meets deadlines
• Ability 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.

Education

• H.S. Diploma or Equivalent Required

Experience

• 3-5 Years of insurance/securities or relevant outside experience Required

Licenses

• FINRA Series 6 Preferred or
• FINRA Series 7 Preferred

Base Salary Range

Base Salary Range - $60,000 - $70,000

About Penn Mutual

For 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.

Equal Employment Opportunity

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.