Posting Date

Responsibilities and duties

  • Support the sales efforts of our advisors.
  • Acquire and maintain a strong working knowledge of all investment and insurance products and the systems for processing workflow.
  • Acquire and maintain a strong working knowledge of compliance regulations.
  • Effectively manage customer inquiries and questions regarding various products and services, handle items not requiring an advisor.
  • Contact existing clients to schedule appointments for our advisors.
  • Prepare illustrations, reports and forms for advisor and client.
  • Screen application forms for completeness; process and submit forms to the appropriate areas.
  • Monitor pending insurance and security applications from start to completion.
  • Prepare issued policies for mailing or appointment.
  • Manage any additional follow up items from meeting as directed by advisor.
  • Become proficient using the Everence client database system (CRM) to effectively manage client data.
  • Become proficient using LaserApp and OnBase for processing forms and digital storage of data.
  • Process incoming mail and handle request.
  • Handle mailings and place follow-up calls.
  • Support staff with coordination of marketing and events.


Qualifications

Experience:

Minimum of two to three years of administrative support experience.

License(s):

Willingness to become licensed in life and health and maintain license through continuing education.

Skills and Abilities:

  • Self-directed with the ability to prioritize work schedule and work in a fast-paced environment and be flexible to changing demands.
  • Strong sense of urgency, initiative, proven organizational skills, good judgment, problem-solving abilities and ability to keep information confidential.
  • Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy. Strong attention to detail.
  • Ability to work and communicate well with staff and advisors with different styles and personalities.
  • Ability to handle difficult situations with tact and diplomacy.
  • Advanced working knowledge of Microsoft Office software. Ability to create spreadsheets and data bases, perform mail merge functions, navigate through various applications including Word, Excel, Access, etc.
  • Ability to learn and navigate within the CRM software to create reports, complete projects, etc.
  • Excellent written and verbal communication skills including ability to draft written material using correct spelling, grammar and possess comfort with making outbound, inbound, and follow-up calls; good phone presence.
  • Willingly embrace the mission of Everence; positive attitude.
  • Vision-oriented to continually look for improvements in work processes and opportunities for growth.
  • Ability to meet the public in a professional and friendly manner.


Supervisory responsibilities

None

Schedule

Full-time

Location

Goshen, Indiana - Corporate Office

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