Celina White

Boa at Bankerslife @Bankers Life

Modesto, CA, US

As BOA I perform a broad range of administrative processes and activities related to three core areas: Administrative Support & Business Processing, Recruiting & Agent Onboarding, and Agent Support.Administrative Support & Business Processing• Process and scan applications.• Provide pending business support and follow through (gathering records, applications completion, & missing items).• Create/Export reports from various systems for management.• Process expenses and reimbursements.• Ensure office equipment is in working order.• Ensure sales supplies are stocked and current.• Coordinate off-site meetings and venues, as well as related logistics.• General office duties: ordering supplies, billing, faxing, filling, & data entry.• Provide friendly and approachable services to visitors, employees, agents and customers.• Answer phone calls and directs customers to licensed agents, as needed.• Respond to general customer questions, complaints, and service-relatedquestions.• Distribute branch office mail and prepares outgoing mail; monitors general email box and routes accordingly.Recruiting & Agent OnboardingCalls potential candidates and sets appointments for Career Briefings.• Prepare materials for Career Briefings.• Follow-up with recruits to check on exam progress.• Assist in the agent appointment process with the territory office and home office