The Office Assistant supports company operations by maintaining office systems and providing administrative support to the Managing Director, Head of Underwriting, staff, advisors, clients, and candidates in the Oklahoma City, OK office.

Your responsibilities include:

• Assist in the Recruiting, Production, and Management efforts

• Coordinate the Managing Directors schedule, and maintain the OKC training, event, and conference room calendars

• Perform policy service duties for clients, print policies, act as a liaison between the underwriter & agents, submit premium and delivery requirements as requested

• Train and assist agents in using the underwriting website and NetX360

• Run Illustrations for agents

-Maintain electronic and physical filing systems

• Create, upload, and maintain all client, advisor, and candidate information in Living Balance Sheet and SmartOffice

• Greet and welcome all candidates and clients who enter the office

• Assist the Managing Director in updating the recruiting pipeline, and in leading candidates through the recruiting process

• Attend and help conduct all recruiting fairs in the Oklahoma City area

• Maintain office services by organizing office operations and procedures; controlling correspondence, forms, applications, marketing materials

• Maintain and monitor office equipment: printers, copy machines, postage machine, telephone systems

• Ensure all marketing materials are in stock and up to date

• Provide phone support for the firm on as needed basis

• Maintain and order office supplies

• Schedule expenditures such as postage, food/drink, services

• Coordinate special events as needed

• Other responsibilities as needed

• Microsoft Office Suite

• Previous experience working in an office environment

• Ability to multi-task and stay organized

Our advisors are leading the way in a field that is becoming more transparent, to provide clarity and empower our dentist and physician clients. At Loyall, we will always declare: you are capable and in control of your own outcome. Through fifteen years of experience, we’ve gained an understanding of the challenges and opportunities you'll encounter. When you don’t have to face insurance alone, you can focus on what matters.