Office Administrator

Description

• Due to client requirements this role is only open to USC or GC W2 candidates*Job Title: Office Administrator

Duration: 6 months (possible conversion)

Location: Santa Rosa CA

Job Summary:

Seeking office administrative experience to serve as the first point of contact at the reception desk, greet clients, answer and direct phone calls, support onsite agency field managers, and perform administrative duties, including the management of discretionary accounts, as outlined in the job summary.

Role Summary:

Individuals in this role provide dedicated administrative and operational support for the General Office, helping to streamline processes and enhance service for Agency stakeholders. They manage a wide range of

responsibilities including resource coordination, financial processing, and oversight of daily office operations such as mail handling, reception, supplies, and facility requests. The role supports new business by

assisting agents with their questions and processing permissible policy changes. Additionally, this position ensures strong governance and compliance by handling various financial and operational reports.

Administrative Support

• Agency Manager Admin Support
• Handle mail (ICFR Log, scanning paper apps, depositing

checks, etc.)

• Agent Assignments - Processing
• Agent of the Day
• Business Cards Ordering
• Client Information Requests
• Conference Rooms Reservations
• Contract Maintenance - Distribution Emails
• Copier Charges - Reconcile
• Council - Travel Allowance/Reimbursement
• Employment Verification - Active Agents
• Fingerprint and I-9 verification
• GO Announcements/Communications
• Group Benefit Issues
• ICFR Logs
• MDRT Recognition - Application Tracking and Approval
• Occupancy - Agreements, Rental Escalations and Adjustments
• Order Supplies
• Policy Assembly
• Postage - Funds and Supplies
• R&D Statements - Distribute to Partners and SDM's
• Reception - Answer Phones, Greet Guests
• Resource Assignment for New Agents - Mailboxes, keys,

security access, phones, etc.

• Resource Removal for Terminated Agents - Mailboxes, keys,

security access, phones, etc.

• Routing Orphan Clients to Agent of the Day; providing Policy

Summary requests

• TAS Warning Tracking - 4 Month Triggering Initial -

coordinate with Onboarding tea

Accounts and Financial Management

• Close accounts for End-of-Day
• Accounts Payable - P-Card, ReadSoft, GO bills
• Check - Approval (Ledger), Deposit and Print
• Discretionary Accounts for MP, GO Account, EP, SP, Partner
• Expense Allowance - Submissions and Approvals
• Ledger Debits, including Special Debit Arrangements
• Ledger Liens and Garnishments
• Ledger Withdrawal EFT & Paper Check
• Suspending funds via MPP form
• 407(b) Brokerage Letters

Maintenance and Logistics

• Building Maintenance Requests

Miscellaneous

• Contest Logs Gift Log
• Transfer of Interest
• Assign pending cases from terminated Agents to identified

active Agents

New Business & Case Visibility

• Maintain working knowledge of New Business workflows and

systems (e.g., App Central, ALIP).

• Support Agents in understanding how to view and manage

their cases.

• Process CDCs for reductions in face amount, correcting

name/DOB/address, mode changes and removing a rider. No

VULs or Part IIs and nothing that increases risk.

• Prepare and edit amendments in our application systems.
• Understand and track the appeals process including

monitoring in system through to resolution.

Assist with:

Commission inquiries and Transfers of Interest

Facilities management

GO moves, remodels, and event coordination

Troubleshoot and

resolve onsite technology, Telephony and network issues.

Process:

Signature Guarantees and reporting

TAS opt-outs, extensions, and CAP waivers

TAS warnings and tax audit letter management

End of day reporting

Reporting:

Act as back-up to the Service Leader on monthly reporting Outstanding Check Report

Returned Check Report

Cash Premium Settlement Report

Hoteling/rent/phone Report

Gift Log (quarterly

About Matlen Silver

Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works.

Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions without regard to race, color, religion, gender, national origin, age, sexual orientation, veteran status, the presence of a non-job-related medical condition or disability, or any other legally protected status.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at email and/or phone at: [email protected] // 908-393-8600

At The Matlen Silver Group, Inc., W2 employees are eligible for the following benefits:

• Health, vision, and dental insurance (single and family coverage)
• 401(k) plan (employee contributions only)