What are the responsibilities and job description for the Administrative Specialist position at INDEPENDENT ADMINISTRATIVE SERVICES, LLC?
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
Under general guidance and direction, provides administrative and operational support to the business. Responsible for various administrative tasks including coordination of meetings appointments and communication with clients and carrier partners as directed by management, manage and organize business files and records. Supports the business’ cases by reviewing and communicating statuses to management, agents and carriers as appropriate. Coordinates the maintenance and upkeep of the CRM. Acts as the contracting liaison. Ensures that departmental administrative operations comply with organizational policies and procedures. Participates in and contributes to special projects as directed by management.Job Description
Responsibilities and Essential Job Functions
- Administrative tasks related to licensing and contracting support including:
- Initial licensing submissions
- Licensing renewals
- Continuing Education credit tracking
- Continuing Education enrollment
- Carrier certification
- Coordinates the collection and input of business data into the CRM and responsible for maintenance and upkeep.
- Track, monitor and update organizational charts and agents’ activity for business reporting purposes.
- Maintains files, databases and archives or relevant records for the business.
- Prepares and distributes reports or other communications on a regular basis.
- Reviews and responds to daily administrative correspondence.
- Composes, types and distributes professional correspondence and memoranda.
- Coordinates meetings and in office carrier appointments.
- Performs general clerical duties.
- Additional duties as assigned by leadership.
Knowledge, Skills and Abilities
- General knowledge of the financial services and insurance industry.
- Acute, thorough attention to detail.
- Strong time management, prioritization and organization skillsets.
- Ability to multi-task and work on projects with general direction.
- Work in a team-driven environment.
- Strong verbal and written communication skills.
- Builds strong, collaborative working relationships.
Experience and Education
- High School Dilpoma.
- Has a minimum of two (2) years of experience in a related role.