Administrative Specialist

Company Description:

For over 30 years, Krause Group and its subsidiaries have provided asset preservation solutions, resources, and education for long-term care. Our network of companies delivers focused strategies and guidance designed to support attorneys, agents and consumers. Learn more at krause.com.

Position Description:

We are seeking an Administrative Specialist to make an excellent first impression on our clients and to provide administrative support to various departments including Administration, Sales, and Marketing. The key attributes required for the position are exceptional communication skills, attention to detail, a sense of urgency, strong organizational and multi-tasking skills, and the ability to effectively and cohesively coordinate interdepartmentally. You will report to the Administration Manager.

Core Responsibilities:

•          Answer a multi-line phone system and distribute calls accordingly;

•          Scanning and printing applicable documents to remote staff and clients;

•          Receiving and distributing documents received in the mail;

•          Create, modify, convert, and maintain Salesforce Accounts to retain accurate client information;

•          File auditing/e-file sign-offs;

•          Update internal planning tools for Sales Department (i.e., application kits, planning letters, charts, etc.) on an as- needed basis;

•          Assist in processing New Business (i.e., SPIA, Funeral Expense Trust, and Whole Life applications);

•          Assist in coordinating business lunches and meetings;

•          Annuity verification requests;

•          New attorney/agent gift coordination;

•          Client appreciation gift coordination;

•          Project management for Administration and Sales Departments;

•          Provide additional support and serve as back-up to Administration Manager for most time-sensitive tasks (i.e., application processing, restructure requests, not taken requests, delivery requirements, daily bank deposits, fee refund inquiries, Agent Advantage Program inquiries and payments, commission and invoicing requests, maintaining corporate UPS account, etc.);

•          Serve as back-up to other administrative staff, as needed; and

•          Perform other related duties, as assigned.

Qualifications:

•          Associates degree preferred, but not required;

•          Strong interpersonal skills;

•          Excellent customer service skills;

•          Strong written and verbal communication skills;

•          Exceptional attentiveness to detail;

•          Ability to consistently work in an urgent, fast-paced environment;

•          Ability to prioritize tasks effectively;

•          Must have strong organizational and multi-tasking skills;

•          Must be proficient in Microsoft Office (i.e., Outlook, Word, Excel); and

•          Must be a skillful typist.

Working Hours:

•          Standard business hours Monday-Friday; 8:00 A.M. - 5:00 P.M. CST

•          Office closes at 1:00 P.M. CST during Summer months

Compensation:

•          Non-exempt (hourly) - $18.00-$20.00

•          Eligible for Annual Company Bonus

Benefits:

•          401(k)

•          401(k) matching

•          Dental insurance

•          Employee assistance program

•          Flexible spending account

•          Health insurance

•          Health savings account

•          Life insurance

•          Paid time off

•          Parental leave

•          Tuition reimbursement

•          Vision Insurance

Job Type:

•          Full-time

•          In-person, at our Home Office located at: 1234 Enterprise Drive,  De Pere, WI 54115