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Senior Administrative Assistant

AmeriLife Group, LLC

This is a Contract position in Riverside, CA posted January 2, 2023.

Our CompanyExplore how you can contribute at AmeriLife.For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.Job SummaryThe Senior Administrative Assistant provides administrative support to the Market Leader and designated Agency Managers.Job DescriptionDuties/Responsibilities[The following reflects duties for this job but does not restrict the tasks that may be assigned.

Managementmay assign or reassign duties and responsibilities to this job at any time for business reasons.]Reports to a Market Leader and has authority to exercise discretion and independent judgment
– including considering, comparing, and evaluating assigned Agencies’ administrative and support functions
– as well as, providing recommendations to Market Leaders and the Home Office pertaining to efficiencies and other items of importance
– within assigned Agencies.Provides administrative support to the Market Leader and designated Agency ManagersAnswer phone calls and emails from prospects, clients, AmeriLife associates and other agencies, both professionally and promptlyDirects inquiries to the appropriate person to ensure client satisfaction.Completes administrative tasks, such as preparing for morning meetings, agent interviews, client visits, etc.

to help ensure a professional and well-organized office environmentCoordinates and assists with agent referrals and on-site recruitingTrack, monitor and update interview availability, all interview dispositions and onboarding using applicant tracking software and other company systemsGuide new agents through the onboarding process in a timely mannerProvides feedback to candidates regarding next steps and requirements connected to appointment as an agent and assists with regular follow ups to keep agents engaged as neededSchedules new agent training (AmeriLife University)Attends regular recruiting training calls to keep up with best practices, system and process trainingResponsible for admin level duties within lead management system, including but not limited to: Adding agents to AMS, deactivating terminated agents, assigning and recycling leads, creating local agent campaigns and other duties assigned by Manager and/or Market LeaderAssists with a variety of sales activities including meeting scheduling, seminars, maintenance and distribution of sales materials, including required follow up with prospective clients and policy holdersOrders office supplies as needed and schedule maintenance for office repairs, track office expenses and perform basic reconciliation of monthly expensesGenerates and distributes reports, spreadsheets, presentations regarding recruiting and sales results including agency production and agents’ activityQualificationsMinimum Job RequirementsProficient in MS Office: Word, Excel, OutlookProficient in Avature (recruiting software) and AMS (CRM / marketing system)Requires 3-5 years of related experienceKnowledge, Skills, and AbilitiesAbility to work independently, multi-task, and handle confidential informationProfessional demeanorExcellent written and verbal communication skillsBilingual skills may be required in select locationsExcellent organizational and prioritization skills a must