Office Support Associate

Alliant Insurance is hiring an Office Support Associate at Futurity First!

Futurity First has a national footprint of nearly 1,000 insurance and financial professionals focused on helping clients plan for retirement with clarity and confidence. Futurity First advisors enjoy the flexibility of being independent agents as well as the back-office support of a career agency.

https://www.futurityfirst.com/

POSITION HIGHLIGHTS: Our Office Support Associate will be responsible for handling various administrative functions necessary for the effective operation of a Futurity office including the areas of recruiting support, marketing and sales administration, new business processing, branch office operations and administration, compliance, IT support, personnel administration, and general administrative support for the General Manager.

• Full-time, benefits-eligible
• Onsite at our office in 7370 S. Creek Rd., Sandy, UT 84093. Option for a hybrid schedule after training.

RESPONSIBILITIES:

• Administrative Functions--Based on the Branch's business needs, provide support in the following areas as directed by the General Manager:
• Front Desk receptionist responsibilities including answering the main office phone and greeting clients and visitors.
• The advisor recruiting process, including onboarding and new advisor training; Marketing and CRM system training, administration and implementation.
• The carrier appointment process for advisors.
• New business processing and case management operations.
• Maintaining office filing systems and ensuring confidentiality and security of all files as required in the office policies and procedures manual.
• Maintaining daily implementation of compliance procedures and records, including preparation for audits and Futurity's on-line business and sales tools.
• May also be cross-trained to assist as a back-up to the Branch's Office Administrator position.
• Special Projects: Work collaboratively with fellow staff to advance the values and mission of Futurity First by serving on relevant internal and external committees.
• Assists with special projects/assignments as requested by members of management.
• Performs other duties as assigned by management. These tasks do not meet the Americans With Disabilities Act definition of essential job functions and are usually less than 5% of time spent. However, these tasks still constitute important performance aspects of the job.

QUALIFICATIONS:

High School Diploma, or GED required

Associates degree preferred

Minimum one (1) to two (2) years of customer service, administrative, or healthcare experience

Experience as an office administrator in a life and health insurance agency or brokerage office, preferred

Knowledge of understanding of insurance sales/distribution organizations, preferred

License in Life & Health, preferred

Certified notary, preferred

PERKS AND BENEFITS:

• Health Insurance*
• Dental and vision insurance*
• 401(k) with company match*
• Paid time off

*Available the first of the month following date of hire

Equal Opportunity Employer; SMS participates in the E-Verify system

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