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Office Manager at American National
Petersburg, United States


Job Descrption

 

 

 

Job Posting

he office manager is responsible for managing the inner office of a district in a manner that will free the district manager to concentrate his/her efforts on sales and service to the greatest possible extent. This includes initiating and coordinating the clerical functions required in effective implementation of administrative policies of a district office. The office manager sets the example for all inner office personnel in relationship to professional appearance, knowledge, and attitude.

 

ESSENTIAL FUNCTIONS:

  • Trains (and cross-trains), supervises, coordinates, and evaluates the work of one or more clerical positions in lower classifications. This includes completing the annual performance evaluation of the lower clerical positions.
  • Works with the district manager in the submission and maintenance of pending agency employment applications.
  • Produces various reports and spreadsheets as required by the home office or by the district manager.
  • Processes new business applications and subsequent follow-ups to issues.
  • Receives renewal premiums and enters such premiums in the CASH system in a manner to ensure premium application to the correct accounts and policies. Total accuracy is necessary to prevent misapplication.
  • Organizes and maintains district files and records, both electronic and paper.
  • Answers the telephone and directs calls to appropriate person and/or handling calls if appropriate.
  • Performs policy service activities for policyholders, including the processing of reinstatements, policy loans, cash surrenders, policy changes, and death claims.
  • Maintains the financial records of the district office and balances the collections received from agents, counter pay, mail pay, and payment relays.
  • Maintains the district office bank account, including reconciliations and processing of NSF checks.
  • Provides the district manager with training, licensing (including renewal), and continuing education information.
  • Maintains a file for automobile liability requirements for the entire district and maintains the inquiry log.

QUALIFICATIONS:

  • High school diploma.
  • No experience required.

  • Supervisory/management experience not applicable.

 

Additional Qualifications:

  • Must be proficient in the use of the company’s LEAP and HEAP systems
  • Knowledgeable in the following applications: EASI, MobileAgent, Sales Support System, 2
  • Must be familiar with policy application forms and all company material o Must be familiar with basic company insurance plans

 

SPECIAL POSITION REQUIREMENTS:

  • A person in this position performs a variety of routine work within established policies and procedures and receives detailed instructions on new projects and assignments.

 

PREFERENCES:

  • One year of related experience preferred.

 

Hourly rate for this position is $17.44 for qualified candidates. Candidates outside of the range are encouraged to apply and will be considered based on experience and skill.

 

 

 

American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays.   We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.

 

American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905.  With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.

 

Hiring Practices

The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications.  We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.

 

American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into our Career Portal.  Learn more about our company, by following us on social media: LinkedInFacebookInstagram

 

American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

 


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