Administrative Assistant to Assistant Clinical Dean

Overview

Administrative Assistant to Assistant Clinical Dean Jobs in Great Falls, MT at Touro University New York

Front Desk Associate and Client Experience Team Member

General Responsibilities:

The responsibility of the Administrative Support position is to serve as the primary contact for customers and policy owners and assist with work as needed. Specific responsibilities include but will not be limited to:

· Greet visitors and direct them appropriately

· Answer, screen and record telephone calls

· Maintain telephone system and agency directory

· Train new personnel on how to use the phone system

· Process incoming and outgoing mail; deliver outgoing mail to Post Office

· Maintain the reception area

· Make copies, send and distribute faxes and maintain copy and fax machines

· Maintain inventory and order office supplies as needed

· Answer basic policy owner/policy benefit questions

· Act as administrative support for financial representatives/staff as needed

· Complete and/or assist with projects as assigned by the Office Manager/Director of Operations

· Cross-train in other support roles

Customer Experience Team

Operations Support

· Case notes (Copy Talk) into CRM

· Manage starter checklist for each Financial Representative

· Create and maintain compliant client file folders

· Creating compliant letters/sending out correspondence and handling incoming mail and e-mail

Planning, Sales, and Service Support

· Conduct weekly one-on-one meetings with all Financial Representatives supported

· Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office

· Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit

· Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package

· Compile meeting kits which includes all materials needed for the approach, close, delivery and client review

· Maintain compliant electronic client files, complaint files and check and order logs

· Manage underwriting process which includes providing, or collaborating with others to provide:

· Pre-filling applications

· Pre-checking applications for completeness and accuracy

· Submitting applications

· Scheduling requirements and medical exams

· Monitoring of the Daily Status Report (DSR) and take action on cases needing attention

· Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests

· Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.

Marketing Support

· Initiate and create feed lists to gain referrals

· Administer Marketing Start-up kit (business cards, stationery, e-mail auto signature, professional profiles, press release, and review of marketing site).

· Basic website setup.

Qualifications:

It is recommended that the Administrative Support position have the following qualifications:

· Life & Health Licensed in Arizona or ability to be licensed within 60 days of start date.

· Basic computer and Microsoft Office experience

· Multi-line phone experience preferred

· Filing skills

· Customer service experience strongly preferred

· Ability to handle detailed work with high degree of accuracy

· Excellent interpersonal skills

· Experience in problem-solving

· High level of organizational skills

· Excellent written and oral communication skills

· Professional office skills

· Ability to take independent action to make sound decisions

· Ability to multi-task

· Ability to be flexible and open-minded.

· Ability to work effectively with people at all level

Job Type: Full-time

Schedule: Monday to Friday

Pay: $45,000-50,000

Location: 8220 San Pedro Dr NE #505, Albuquerque, NM 87113

Benefits:

· Dental insurance

· Health insurance

· Paid time off

· Retirement plan

· Vision insurance

Job Type: Full-time

Pay: $45,000.00 – $50,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Schedule:

Monday to Friday

Ability to Commute:

Albuquerque, NM 87113 (Required)

Work Location: In person

Title: Administrative Assistant to Assistant Clinical Dean

Company: Touro University New York

Location: Great Falls, MT