Job Description

Job Description

Job Description

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

o Scan paper docs into Scan folder

o Place all original/paper documents processed daily in the folder assigned for the day

o Save and Label docuements in our electronic filing and data transmission system

o Download files from Agency Management System and save accordingly

New Business Support

o Order insurance exams

o Order medical records

o Send applications and requirements to insurance carriers

o Process delivery requirements for advisors and agents

o Mainain and update undewriting database per new case responses

Misc

o Ordering and Organzing Office Supplies

o Scanning documents to other Staff as needed

o Assist with Mail – Sorting, Postage, Picking Up Mail

o Call Insruance Carriers, Agents, Advisors for basic information as needed

o Miscellaneous database and excel work

Lead, Client, and Mail Support includes sending out monthly letters to a varitey of groups

o 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

Qualifications:

· 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

Core Competencies:

· 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 & Benefits:

Compensation (based on experience)

• Hourly rate: $18.00 - $22.00/hour
• This is a NonExempt position

Benefits

• California Sick Time
• Paid parking

Location : 19000 Macarthur Blvd. #450, Irvine, CA 92612; this is an in-office position

 

 

 

 

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity
Group”) is a financial holding company in the independent financial services sector that specializes in the
distribution of retirement and financial planning products. Simplicity Group partners with insurance and
investment professionals to help provide consumers with guaranteed income and life insurance products,
wealth accumulation strategies, disability and long-term care protection in support of a holistic financial
strategy.

Through its vast distribution network, Simplicity Group has assisted with the placement of more than $10
billion of insurance financial assets and has $10 billion of assets under management and advisement as
of Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its
distribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity
Group has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the
leading San Francisco-based financial and tech-enabled services private equity firms and by its operating
Partners, who help drive Simplicity Group’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity\r\nGroup”) is a financial holding company in the independent financial services sector that specializes in the\r\ndistribution of retirement and financial planning products. Simplicity Group partners with insurance and\r\ninvestment professionals to help provide consumers with guaranteed income and life insurance products,\r\nwealth accumulation strategies, disability and long-term care protection in support of a holistic financial\r\nstrategy. \r\n\r\nThrough its vast distribution network, Simplicity Group has assisted with the placement of more than $10\r\nbillion of insurance financial assets and has $10 billion of assets under management and advisement as\r\nof Q3 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its\r\ndistribution partners expand their businesses. It is also focused on growing by acquisition. Simplicity\r\nGroup has over 1,000 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the\r\nleading San Francisco-based financial and tech-enabled services private equity firms and by its operating\r\nPartners, who help drive Simplicity Group’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Tags

Hourly pay, Part time,

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