Field Office Administrator - Houston, TX (Onsite) jobs in United States
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Mutual of Omaha · 22 hours ago

Field Office Administrator - Houston, TX (Onsite)

Mutual of Omaha Advisors is seeking a motivated and detail-oriented professional to work onsite and support their Advisor Network in Houston, Texas. This role involves a broad range of responsibilities, including supporting local leadership, ensuring compliance, processing advisor compensation, and assisting with business development efforts.

Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance
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Responsibilities

You’ll perform various office support functions, including answering calls, welcoming clients, maintaining filing systems, scheduling appointments, and managing office machines
Handle application entry, compliance resolution, and client support while identifying marketing opportunities and managing client information using Salesforce
Manage advisor pay functions, ensure pay accuracy, handle expenses, process invoices, and monitor financial accounts
Assist with report analysis, contracting administration, and maintaining office materials and supplies while providing training and support to coworkers and agents
Resolve office-related issues, collaborate with home office personnel and landlords, and support local management with their daily tasks, enhancing overall office efficiency
Onsite Monday - Friday office hours

Qualification

Microsoft Office SuiteSalesforceAnalytical skillsProblem-solving skillsCustomer service skillsCommunication skillsOrganizational skills

Required

Strong computer knowledge to include office software products such as Microsoft Office Suite and Excel
Strong human relations and communication skills; telephone and customer service skills
Organization, attention to detail, analytical, problem solving and clerical support skills
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do

Preferred

Excellent organizational and time-management abilities
High attention to detail and accuracy
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Ability to manage calendars, schedule meetings, and coordinate logistics
Comfortable multitasking and prioritizing in a fast-paced environment
Strong problem-solving skills and proactive mindset

Benefits

401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays.

Company

Mutual of Omaha

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Mutual Of Omaha is a mutual insurance and financial services company helping clients achieve their financial goals.

Funding

Current Stage
Late Stage

Leadership Team

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James Blackledge
CEO
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David A. Diamond
EVP, CFO and Treasurer (Retired)
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Company data provided by crunchbase