Sr. Administrative Associate

About the role

The Sr. Administrative Associate performs diverse administrative duties in the field office, following established routines under general supervision. This role requires a working knowledge of insurance and securities products, office and company policies and procedures to support field manager and financial professionals in their sales and marketing operation. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. This hybrid position is based in either our Kansas City, MO or Dallas, TX office.

Responsibilities

• Processes all new business to include: review of applications and forms for accuracy; electronic submission of applications; ordering requirements; electronic follow-up on all pending cases until completion.
• Provides new business updates and reports to Financial Professionals and Field Manager on pre‑issue and post‑issue requirements via voicemail, email or fax.
• Builds strong relationships with Home Office, Underwriting, HTK, and other third‑party administrators to handle underwriting and securities issues.
• Prepares basic illustrations as needed.
• Provides excellent and proactive service to financial professionals and policyholders.

Skills and Abilities

• Excellent organizational skills and ability to set priorities
• Proficient in Microsoft Office Suite and Outlook
• Strong written and oral communication skills
• Ability to interact with field staff, financial professionals and home office employees
• Consistently meets deadlines
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
• Ability to build strong working relationships and work with others in a collaborative team environment

Education

H.S. Diploma or Equivalent Required

Experience

3-5 Years of insurance/securities or relevant outside experience Required

Licenses

FINRA Series 6 Preferred or FINRA Series 7 Preferred

Pay

Base Salary Range - $60,000 - $70,000

Schedule

Requires on‑site attendance three days per week.