Branch Administrator

Korhorn Financial Group Inc•Bremen, IN

About The Position

Serve the organization by overseeing daily office operations, managing administrative tasks, and ensuring a professional client experience. Additionally, provide specialized support to the Property & Casualty (P&C) Insurance team when not engaged in front-office responsibilities.

Requirements

Strong leadership and communication skills.
Excellent organizational and time management capabilities.
Ability to manage multiple priorities and adapt to dynamic needs.
Ability to work independently and as part of a team.
Detail-oriented with proven ability to meet deadlines.
Proficiency in Microsoft Office Suite and ability to learn organizational software tools.
Strong typing skills (60+ words per minute).
High school diploma required
Property & Casualty license required or willingness to obtain within a specified timeframe.

Nice To Haves

bachelor’s degree preferred.
2–3 years office management experience preferred.

Responsibilities

Manage daily administrative functions to ensure operational excellence and compliance with company standards.
Greet clients and maintain a professional, welcoming environment. Ensure lobby and public spaces are stocked and ready for client visits.
Coordinate branch coverage for standard business hours, team events, and absences.
Perform remote check deposits for client fees and investment contributions. Receive, document, and process client insurance premium payments. Scan and securely store client documents, ensuring compliance with confidentiality standards.
Manage mail, phone tree coverage, incoming messages, and client uploads. Prepare daily branch office schedule of activities.
Maintain office supplies, resources, and hospitality offerings for clients and staff.
Notarize client signatures on estate planning and related documents. Ensure secure handling of sensitive documents at all times.
Host team lunches, special events, and team-building activities within the branch office.
Schedule maintenance and repairs with vendors and ensure cleaning crews maintain tidy common spaces.
Support other departments with delegated tasks and responsibilities as needed.
Assist the P&C Insurance team with client service tasks, documentation, and policy processing.
Complete required training and/or obtain Property & Casualty license within specified timeframe.
Provide backup support for P&C team members during peak periods or absences.
Answer policy change questions and assist with quotes for potential changes.
Help process claims submissions and time-sensitive policy changes.
Coordinate communication between the branch and the P&C team to ensure smooth workflows.
Maintain compliance with insurance regulations and internal procedures.
Perform other duties as required.