Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push-agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Responsible for the day to day operations of the branch from an administrative aspect
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
Responsible for day to day operations of the branch from an administrative aspect
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: documenting application in the log, prescreening application, C-14, scanning files, ordering Med records, ordering Pordamedic
Agent management & support: maintain agent files, process agent application for employment, order background check, push-agent appointment via home office, order Gryphon login for each new agent
Office maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone and directing customer questions
Processing applications including documentation, prescreening, and scanning files
Maintaining agent files and processing agent applications for employment
Managing office maintenance, supplies, and file standards
Providing system knowledge support (PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI)
Branch Office AdministratorCNO Financial Group, Inc. · San Diego, US