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Office Administrator

Orlando, FL

Employment Type: Direct Hire Industry: Administrative Job Number: 18913

Job Description

The Office Administrator is responsible for day-to-day activities as required by four (4) insurance producers/business owners. Will work closely and collaboratively with the producers, insurers and other team members to ensure compliance, file organization, business processing and various bookkeeping responsibilities are fulfilled. The Office Administrator serves as our clients’ point of contact for any insurance related service needs.

Duties and Responsibilities:
  • Bookkeeping utilizing Quickbooks and Excel for several small businesses
  • Quickbooks Payroll
  • Make bank deposits
  • Communicate with policyowners and customers
  • Life insurance application processing
  • Life insurance securities compliance
  • Life insurance client service, including invoicing for fees & scheduling periodic reviews
  • Prepare consolidated policy summary statements
  • Commission income tracking
  • Organize electronic files
  • Establish and maintain client data
  • Minor IT assistance
  • Occasional event planning/coordination
  • Desire to obtain industry license and further education
Qualifications and Requirements:
  • 3+ years’ experience in account management or in a consultative role, helpful
  • Prior experience in broker agency or benefit administration firm, helpful
  • Current Life and Health license, helpful
  • Bachelor’s Degree, preferred
  • Experience with database applications, a plus
Pay is $55,000 - $60,000 plus bonus with a full benefits package.
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