Overview:
E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking an Administration Manager to join our growing team! The applicant must have previous insurance or annuity processing and supervision skills. Our ideal candidate will be charismatic, persistent, self-directed, organized and have strong communication skills. Ability to work autonomously but also thrive in a highly collaborative corporate culture is a must. Candidate will be based in Denver, CO.
The Administration Manager will directly report to the Director of Client Services & Administration. This person will be responsible for a section of the administrative operations of the business. They will oversee a team of New Business Processors, Client Coordinators, and Sub Advisors ensuring a cohesive, inspired, and well-oiled team to provide exceptional service to potential clients, current clients, and our financial advisors. The ideal candidate will have strong management experience where they were able to achieve growth in sales or exceed department expectations in hitting key performance indicators. This position is a full-time, in-office position based out of our Denver office.
NOTE: Only people who are currently living in Denver, Colorado, will be considered for this role
Salary / Benefits Package:
Base Salary range of $60,000 to $80,000 per year, based on experience
- Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more
- Paid vacation (PTO) and paid holidays
- Join our mission-driven company and partake in 401k with generous matching
Duties and Responsibilities
Assist the Director of Client Services & Administration to complete company projects to improve efficiency and service.
- Provide management and direction for your assigned region(s) in the attainment of the company goals at the direction of the Director.
- Develop and improve strategy to ensure the department is capable of achieving all business standards and helping the sales team to meet or exceed all targets.
- Supervise the daily activities of the administrative team, including New Business Processors, Client Coordinators, and Office Manager, with a focus of executing on corporate objectives and goals.
- Assist with daily huddles, weekly staff meetings, hold assigned sections 1:1 meetings.
- Provide initial training and ongoing professional development. Supervise, train, mentor, and coach staff to ensure maximum efficiency.
- Periodically evaluate the performance of direct reports with the Director of Client Services & Administration.
- Coordinate staff schedules as needed, lead or work collaboratively on projects that are necessary to enhancing efficiencies of the business.
- Participate in and drive continuous process improvement, including creating and refining SOPs to foster standardization and support scaling the administration department and company as a whole.
- Analyze your assigned region(s) needs and assess the department’s operational and strategic performance.
- Review, revise, or implement structures and procedures for optimizing staff productivity and business efficiency.
- Pull, analyze, and present data for department meetings for your assigned regions.
- Ensure admin of your assigned region(s) are properly using CRM and inputting accurate and timely data into prospect and client accounts.
- Ensure routines for your assigned region(s) are in place so that all facilities are up to brand standards.
Job Requirements:
- Must have previous experience working as a New Business Processor in Annuities or Life Insurance, to understand the requirements.
- Associate or Bachelor’s degree preferred
- 3 years' experience in management is required, preferably in an office setting. (May be open to management experience in other capacities if skill set it highly transferrable.)
- Life & Health Insurance License Required – Must be active
- Series 65, 66, 67 or 7 Licenses are nice to have
- Strong Leadership and Managerial Skills.
- Highly organized and detail oriented, with success in process improvement.
- Excellent Communicator, both orally and in writing.
- Proficient at Microsoft Office Suite and using CRM system as part of daily workflow.
- Strong understanding of customer service, business processing and back-office functions, with exposure to securities, annuity, and life insurance a plus.
- Specialization in staff performance and providing coaching and guidance to ensure maximum efficiency and effectiveness.
Industry - Financial Services
Employment Type
Full-time
