Branch Office Administrator

CNO Financial Group•Albuquerque, NM

About The Position

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 performs administrative processes and activities across administrative support and business processing, recruiting and agent onboarding, and compliance. The role also responds to shifting branch needs and priorities as directed by the Branch Sales Manager. The position includes providing customer and visitor support, handling office communications and records, supporting business processing and reporting, coordinating meetings and events, and assisting with candidate and agent onboarding. The BOA also tracks compliance training, provides related reporting, ensures that proper procedures are followed, and helps prepare the branch for compliance audits.

Requirements

High school diploma or GED.
2–4 years of work experience in a fast-paced, customer-facing, multiline-phone administrative role.
Demonstrated experience researching, analyzing, and summarizing information.
Strong written and oral communication skills.
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Ability to respond to shifting needs and priorities.
Strong attention to detail.

Responsibilities

Provide friendly, approachable service to visitors, employees, agents, and customers.
Answer phone calls and direct customers to licensed agents as needed.
Respond to general customer questions, complaints, and service-related inquiries.
Distribute branch mail, prepare outgoing mail, monitor the general email inbox, and route messages.
Assist the Branch Sales Manager with compliance audit requests.
Process and scan applications.
Provide pending-business support and follow-through, including gathering records, completing applications, and obtaining missing items.
Create and export reports from various systems for management.
Process expenses and reimbursements.
Ensure office equipment is in working order and sales supplies are stocked and current.
Coordinate off-site meetings, venues, and related logistics.
Organize private branch events at the Branch Sales Manager’s direction, including bonus dinners, recognition meetings, and promotional payouts by BSO.
Perform general office duties, including ordering supplies, billing, faxing, filing, and data entry.
Call potential candidates and schedule appointments for Career Briefings.
Prepare materials for Career Briefings.
Follow up with recruits to check on exam progress.
Assist with the agent appointment process in coordination with the territory office and home office.
Provide administrative support and tracking for BSO and Cornerstone compliance training sessions.
Report Sales Essentials completion to management.
Ensure the branch office follows proper procedures and protocols.
Prepare the branch for compliance audits.