Office Administrator

Citizens, Inc.•Houma, LA

10d•Onsite

About The Position

The Home Service District Office Administrator provides customer service to Security Plan Life Insurance Company’s internal and external customers and performs administrative and financial processing duties at a District Office. The role handles payment processing, filing, phone and email communications, document updates, daily activity tracking, mail, supplies, and other office-related work. It also involves access to sensitive customer information and requires awareness of customers’ privacy rights. The position reports directly to the Regional Office Administrator. The work is performed in a District Office. The environment is primarily indoors, with regulated heating and cooling and generally low noise. Occasional local travel is required.

Requirements

High school diploma or GED.
Two to three years of experience providing customer service.
One to two years of experience handling money and accurately making change for customers.
Dependable transportation, a valid driver’s license, and liability insurance.
Knowledge of Microsoft Word, Outlook, and Excel.
Excellent verbal and written communication skills.
Ability to handle volume with precision.
Welcoming and positive attitude.
Ability to learn the proper functions of the IBM system.
Proven analytical, evaluative, and problem-solving abilities.
Ability to prioritize and execute tasks effectively.
Experience working in a team-oriented, collaborative environment.
Excellent telephone etiquette and ability to answer the phone consistently and professionally.
Ability to multitask and meet assigned deadlines.
Ability to remain professional when dealing with customers and coworkers.
Ability to reach high and low, retrieve files from filing cabinets, operate a computer keyboard and appropriate office equipment, frequently stand and walk, sit for long periods, lift up to 20 pounds, and bend or stand on a stool as necessary.

Responsibilities

Process office and mail payments, including credit card payments; record collections, balance funds, mark receipts, make deposits, and enter collections in the DC90 collection system.
Enter District Agent deposits in the DC90 collection system and review turn-ins for completeness and accuracy.
Answer phones using the standard company greeting and check and maintain individual and District email accounts throughout the workday.
Greet walk-in customers and provide customer service to internal and external customers.
Process NSF checks received at the District office, enter them in the DC90 collection system, and provide copies to the District Manager and Field Audit staff.
Manage incoming and outgoing District mail, print labels as needed, and track agent postage as part of the District mail pay process.
Track District supply inventory and place orders when needed.
Perform duties associated with the daily Remote Deposit check-scanning process.
Update daily tracking documents, including the District cash monitoring report, daily activity report balancing, outstanding check tracking, and District production tracking report.
Scan and submit life and fire applications to the New Business department daily.
Scan and submit service request forms to the Solutions Center department daily.
Maintain a daily log of documents scanned to the Austin office.
Check new policy applications for completeness and accuracy, including birthdays and signatures.
Create and submit money move request forms to the Field Audit department.
Scan and submit claim information to the Claims department daily.
Research and review images from the DC83 system as needed to provide policy information when appropriate.
Organize and file records in accordance with the company’s record retention policy.
Perform other duties and projects assigned by the Regional Office Administrator, which may include contacting policyholders on potential lapse sheets to request payments and updating office pay client records.
Clock in and out of the company time tracking system.