Office Administrator
| Verified Pay check_circle | Provided by the employer$18 - $22 per hour |
|---|---|
| Hours | Full-time |
| Location | 19000 MacArthur Blvd, Irvine, CA Irvine, California open_in_new |
Compare Pay
Verified Pay check_circleProvided by the employer$15.47
$20.00
$29.59
About this job
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
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 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 the company’s day-to-day business.
For more information, please visit simplicitygroup.com.
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