Branch Administration Associate (Liguanea)

About the role

The Branch Administration Associate provides essential administrative support to the Branch Manager, Financial Advisors and the Branch Administration Supervisor, helping the branch achieve its goals.

Key responsibilities

• Prepare memoranda, letters, meeting minutes and general correspondence.
• Arrange branch meetings, retreats, awards ceremonies and other functions.
• Compile and submit administrative reports to the Branch Coordinator.
• Supervise the HEART trainee and assist in training administrative team members.
• Screen and monitor coupon application flow and settlements.
• Process recruitment and termination documents for Financial Advisors.
• Prepare selection interview files and recruiting documentation for new hires.
• Dispatch policy contracts and record policy acknowledgement receipts.
• Assist with the preparation and monitoring of the department’s administrative expense budget.
• Perform any other job‑related duties as assigned.

Required profile

• Associate’s Degree in Business Administration, Management or equivalent.
• Successful completion of LOMA Parts 1 and 2.
• At least three years of experience in a life‑insurance company.
• Strong knowledge of life‑insurance principles, company products and services.
• Excellent oral and written communication skills.

Required skills

• Proficiency with word‑processing software (e.g., Microsoft Word).
• Proficiency with spreadsheet applications (e.g., Microsoft Excel).