POSITION OVERVIEW:

The Field Administrative Associate performs various administrative duties requiring an understanding of company and field office operating procedures to support the field manager and producers in their sales and marketing operations. The ideal candidate for this job is resourceful, a good problem solver and organized. Assuring a steady completion of workload in a timely manner is essential in this position.

RESPONSIBILITIES: 

• Sorts and distributes incoming mail with adherence to compliance regulations.
• Performs routine administrative duties using Microsoft Office to include typing/keying of miscellaneous correspondence and routine letters.
• Operates telephone console for all incoming phone calls and routes accordingly.
• Orders supplies when directed.
• Interprets policy status, coordinate new applicant procedures, and process routine service requests.
• Assists with the preparation of recruiting kits and producer kits.
• Performs other duties as required.
• Complies with all company and site policies and procedures.
• Successfully completes regulatory and job training requirements.
• Performs other duties as assigned.

Required Skills

SKILLS & ABILITIES: 

• Proficient in Microsoft Office Suite and Outlook
• Strong communication skills (written/oral)
• Ability to interact with field staff, producers and home office employees
• Ability to learn basic insurance and securities terminology needed to complete job duties
• Strong organization skills and the ability to meet deadlines
• Willingness to learn and take on additional responsibilities
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
• Ability to build strong working relationships and work with others in a collaborative team environment

Required Experience

EXPERIENCE: 

• 2+ year of relevant work experience as an Administrative Assistant.

EDUCATION/LICENSES/PROFESSIONAL DESIGNATIONS: 

• High School diploma or equivalent education.

ALL ASSOCIATES EXEMPLIFY OUR PENN MUTUAL VALUES: 

ACTING WITH INTEGRITY—We have the conscious intention to do the right thing.

RESPECTING ONE ANOTHER—We see each other’s distinctiveness as a valued asset.

FOCUSING ON RELATIONSHIPS—We foster meaningful connections with others.

SUSTAINING OUR LEGACY—We are trusted guardians for what we promise.

A SHARED SENSE OF BELONGING—We evoke our place as part of a world that we influence and influences us.

FOR LEADERSHIP ROLES WITHIN PENN MUTUAL, WE BELIEVE THE BELOW CHARACTERISTICS ARE ESSENTIAL: 

EXECUTION FOCUSED – “Gets it done” and drives progress and results towards strategic objectives.

STRATEGIC – “Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual’s strategy.

AUTHENTIC – “Keeps it real” and is principled, transparent, trustworthy and accountable.

DECISIVE – “Makes the call” and demonstrates courage, confidence and a bias for action.

EMPOWERING – “Develops people” and sets clear expectations, delegates effectively and encourages risk taking.

INFLUENTIAL – “Sets the tone” and inspires, motivates and persuades others through their decisions and actions. 

PENN MUTUAL IS COMMITTED TO EQUAL EMPLOYMENT OPPORTUNITY (EEO). WE PROVIDE EMPLOYMENT AND ADVANCEMENT OPPORTUNITIES TO ALL QUALIFIED APPLICANTS AND ASSOCIATES, ACCORDING TO APPLICABLE LAWS. THIS IS REFLECTED IN OUR PRACTICES FOR HIRING, PLACEMENT, PROMOTION, TRANSFER, DEMOTION, LAYOFF, TERMINATION, RECRUITMENT, COMPENSATION, SELECTION OR TRAINING, AND ALL OTHER TERMS AND CONDITIONS OF EMPLOYMENT. ALL EMPLOYMENT-RELATED DECISIONS AND PRACTICES ARE FREE FROM UNLAWFUL DISCRIMINATION. THIS INCLUDES: RACE, CREED, COLOR, NATIONAL ORIGIN, ANCESTRY, CITIZENSHIP AGE, GENDER (INCLUDING PREGNANCY), SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, DOMESTIC PARTNERSHIP OR CIVIL UNION STATUS, MARITAL STATUS, GENETIC INFORMATION, DISABILITY, RELIGIOUS OBSERVANCE OR PRACTICE, LIABILITY, VETERAN STATUS OR ANY OTHER CLASSIFICATION PROTECTED UNDER APPLICABLE LAW.

LEADERS MAY, AT THEIR DISCRETION, CHANGE THE RESPONSIBILITIES IN THIS POSITION DESCRIPTION AT ANY TIME DUE TO REASONABLE ACCOMMODATION AND/OR OTHER BUSINESS REASONS.

ABOUT PENN MUTUAL:

Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture. Visit Penn Mutual at www.pennmutual.com.

SKILLS & ABILITIES: 

• Proficient in Microsoft Office Suite and Outlook
• Strong communication skills (written/oral)
• Ability to interact with field staff, producers and home office employees
• Ability to learn basic insurance and securities terminology needed to complete job duties
• Strong organization skills and the ability to meet deadlines
• Willingness to learn and take on additional responsibilities
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.
• Ability to build strong working relationships and work with others in a collaborative team environment