Sr. Administrative Associate

pennmutual; Missouri; Hybrid; USD 60,000 - 70,000; Full time

Job summary

Penn Mutual in the United States seeks a Sr. Administrative Associate to perform diverse administrative duties in the field office, supporting field managers and financial professionals in sales and marketing operations. This role requires knowledge of insurance and securities products and adherence to company policies.

We embrace a flexible, hybrid approach to work. Based on your role and preference, you can choose where you work best.

Qualifications

• 3-5 years of insurance/securities experience
• FINRA Series 6 or Series 7 preferred

Responsibilities

• Process all new business: review applications, submit electronically, follow up on pending cases until completion.
• Provide new business updates and reports to Financial Professionals and Field Manager on pre- and post-issue requirements via voicemail, email or fax.
• Build strong relationships with Home Office, Underwriting, HTK, and 3rd party administrators to handle underwriting and securities issues.
• Prepare basic illustrations as needed.
• Provide excellent and proactive service to financial professionals and policyholders.

Skills

Excellent organizational skills

Microsoft Office

Outlook

Strong written and oral communication

Interpersonal skills

Time management

Process improvement

Education

High School Diploma

Tools

Microsoft Office

Outlook

Job description

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.

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 - $60,000 - $70,000

#hp

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 .

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.