Branch Office Administrator

Job description

Job Details Job Description Summary: Reporting directly to the Branch Sales Manager, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals. The BOA will perform a broad range of administrative processes and activities related to three core areas: Administrative Support & Business Processing, Recruiting & Agent Onboarding, and Compliance, as well as to respond shifting needs and priorities of the branch as directed by the BSM. Key Job Responsibilities and Accountabilities: Administrative Support & Business Processing - Provides friendly and approachable services to visitors, employees, agents and customers. - Answers phone calls and directs customers to licensed agents, as needed. - Responds to general customer questions, complaints, and service-related questions. - Distributes branch office mail and prepares outgoing mail; monitors general email box and routes accordingly. - Assists the Branch Sales Manager with completing compliance audit requests. - Processes and scans applications. - Provides pending business support and follow through (gathering records, applications completion, & missing items). - Creates/Exports re...