Agency Office Assistant - Columbus, GA

At COUNTRY Financial, our Agency Office Assistant performs a variety of secretarial and clerical functions requiring a high level of judgment, professionalism, confidentiality and organizational skills. The person in this role also assists in the training of agents and agents assistants and helps the manager with sourcing and recruiting high quality representatives for the area.

Responsibilities:

  • Organizes, coordinates, and performs the administrative activities of an agency office, including (but not limited to):
  • Ordering corporate graphics and literature
  • Ordering computers and equipment for employees
  • Assisting in equipment set up and user training
  • Provides a wide range of support services to assigned Agency Manager, including (but not limited to):
  • Preparing materials and schedules seminars and meetings.
  • Training employee financial reps, other AOAs and/or career financial representatives' assistants. May also assist in recruiting for this same group.
  • Maintaining Transmitting new policy information, policy changes, and office email into company approved systems.
  • Prepares home office transmittals and maintains agency and financial representative performance records (to service unassigned books of business, as applicable).
  • Responds to policyholder complaints and questions related to property/casualty products, including researching and resolving issues and answering coverage questions.
  • Refers issues related to life/health and financial services products to financial representative for handling.
  • Provides customer service and administrative support for unassigned books of business (as needed).
  • Acts as a liaison with other financial representatives and home office/regional personnel to provide or receive information.
  • Works with applicable personnel regarding Farm Bureau membership issues.
  • Maintains books for the agency premium fund trust account (PFTA).
  • Reconciles bank statements and completes deposit slips.

Required Qualifications:

  • Education equivalent to graduation from high school (or the equivalent in related work experience).
  • The attainment of a valid property/casualty agent's license (in the resident state) is expected within 90 days of job placement in order to retain employment.
  • In select locations, the attainment of a valid life/health agent's license (in the resident state) is expected within 90 days of job placement in order to retain employment.
  • Maintains applicable license(s) in good standing.
  • One or more years of general office experience (or the equivalent).
  • Excellent oral communication and interpersonal skills to work effectively with a wide variety of internal and external contacts, including customers and potential clients.
  • Good organizational, prioritization and multi-tasking skills with the ability to work in a team environment or independently where necessary.
  • Demonstrates good typing and personal computer skills with a working knowledge of Microsoft Word and Excel.

Preferred Qualifications:

  • Good working knowledge of the client-agent relationship.
  • Basic understanding of programming or computer operation.
  • Ability to apply accounting principles.
  • Highly developed office skills.
  • High level of judgment in making decisions.

Physical Requirements:

  • Work beyond regularly scheduled hours may be required to meet business needs during peak periods.

COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.

For more details about careers at COUNTRY Financial®, please visit us online at www.countryfinancial.com/careers

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