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Citizens Inc. · 19 hours ago

Office Administrator

Rayne, LA, US

Full-time

Onsite

Entry Level

2+ years exp

Citizens Inc. is seeking an Office Administrator to provide excellent customer service to both internal and external customers at the Security Plan Life Insurance Company District Office. The role involves payment processing, filing, answering phones, and managing various office-related duties while ensuring customer privacy rights are upheld.

BankingFinancial ServicesInsuranceLife Insurance

Responsibilities

Process all office and mail payments (including credit card payments) that are collected at the District office. This includes recording the collection, balancing the funds, marking receipts, making deposits, and keying the collections into the DC90 collection system

Input the District Agent deposits into the DC90 collection system. The turn-in must be reviewed for completeness and accuracy

Answer the phones with the standard company greeting and check and maintain both the individual and District email accounts throughout the workday

Greet all walk-in customers and provide excellent customer service to both internal and external customers

Process all NSF checks that are received in the District office. This includes keying the NSFs into the DC90 collection system and providing copies of the checks to the District Manager and Field Audit staff

Manage both the incoming and outgoing District mail. This also includes printing labels when needed. Track agent postage as part of the District mail pay process

Track the District supply inventory and place supply orders when needed

Perform all duties associated with the daily Remote Deposit check scanning process

Update various daily tracking documents including, but not limited to, the District cash monitoring report, daily activity report balancing, outstanding check tracking, and the District production tracking report

Scan and submit life and fire applications to the New Business department daily

Scan and submit service request forms to the Solutions Center department daily

Maintain a daily log of all documents that are scanned to the Austin office

Check all new policy applications and verify that all are complete and correct (i.e. birthday, signatures, etc.)

Create and submit money move request forms to the Field Audit department

Scan and submit claim information to the Claims department daily

Research and review images from the DC83 system as needed in order to provide policy information when appropriate

Organize and file records in accordance with the company’s record retention policy

Perform other duties and complete projects as assigned by the Regional Office Administrator. This could include, but not limited to, contacting policyholders on the potential lapse sheets to request payments, updating office pay client records, etc

Qualification

Customer serviceMicrosoft WordMicrosoft ExcelMicrosoft OutlookIBM systemAnalytical skillsTelephone etiquetteMulti-taskingProblem-solvingTeam collaboration

Required

High school diploma or GED

Two to three years' experience providing customer service

One to two years' experience handling money and accurately making change for customers

Employee must possess dependable transportation with valid driver's license and liability insurance

Knowledge of Microsoft Word, Outlook and Excel

Excellent communication skills both verbally and in writing

Ability to handle volume with precision

Display a welcoming and positive attitude

Ability to learn the proper functions of the IBM system

Proven analytical, evaluative, and problem-solving abilities

Ability to effectively prioritize and execute tasks

Experience working in a team-oriented, collaborative environment

Possess excellent telephone etiquette including the ability to answer the phone in a consistent, professional manner

Ability to multi-task and meet assigned deadlines

Remain professional at all times when dealing with customers and co-workers

This job requires occasional travel and work on evenings and weekends

The position also requires the employee to clock in and out of our Oracle time tracking system

Ability to reach high and low; open, close and retrieve files from file cabinets as well as operate computer keyboard and appropriate office equipment

The position requires the ability to frequently stand, walk, sit for long periods of time, lift up to 20 lbs., open filing cabinets and bend or stand on a stool as necessary