What are the responsibilities and job description for the Office Administrator position at Simplicity Group?
Position Title: Office Administrator
Reports to: Principal Partner
Department: Administration
Location: 19000 Macarthur Blvd. #450, Irvine, CA 92612; In-Office
Classification: Part-time, NonExempt
Summary / Job Objective: General Office Admin duties include supporting the general workflow of the other staff via regular duties below and as requested by Staff.
Primary Job Duties
E-Filing
Compensation (based on experience)
Reports to: Principal Partner
Department: Administration
Location: 19000 Macarthur Blvd. #450, Irvine, CA 92612; In-Office
Classification: Part-time, NonExempt
Summary / Job Objective: General Office Admin duties include supporting the general workflow of the other staff via regular duties below and as requested by Staff.
Primary Job Duties
E-Filing
- Scan paper docs into Scan folder
- Place all original/paper documents processed daily in the folder assigned for the day
- Save and Label docuements in our electronic filing and data transmission system
- Download files from Agency Management System and save accordingly
- Order insurance exams
- Order medical records
- Send applications and requirements to insurance carriers
- Process delivery requirements for advisors and agents
- Mainain and update undewriting database per new case responses
- Ordering and Organzing Office Supplies
- Scanning documents to other Staff as needed
- Assist with Mail – Sorting, Postage, Picking Up Mail
- Call Insruance Carriers, Agents, Advisors for basic information as needed
- Miscellaneous database and excel work
- This process can include:
- Retreiving data from existing databases
- Downloading data from insurance carrier or vendor websites
- Completing mail merges and printing letters
- Stuffing envelopes and applying postage
- Database management and administration
- High school Diploma / GED required; advanced degree preferred
- At least 1 year in office administrator position
- Experience with Annuities, Life Insurance a plus
- Proficient with Microsoft Office – Word, Excel, Power Point
- Experience with Google Workspace preferred
- Strong customer service acumen
- Strong communication skills; written, verbal, telephonix
- Detail Oriented
- Self-Motivated
- Ablet to work successfully in both a team environment as well as independently
Compensation (based on experience)
- Hourly rate: $18.00 - $22.00/hour
- This is a NonExempt position
- California Sick Time
- Paid parking
Salary : $18 - $22
