Branch Administrator

Branch Administrator – Bremen 

Updated 12/25

Department: Corporate

Reports To: Branch Administrator Team Lead

Position Mission Statement

Serve the organization by overseeing daily office operations, managing administrative tasks, and ensuring a professional client experience. Additionally, provide specialized support to the Property & Casualty (P&C) Insurance team when not engaged in front-office responsibilities.

Responsibilities and Tasks

• Branch Operations Oversight
   Manage daily administrative functions to ensure operational excellence and compliance with company standards.
• Client Experience & Office Readiness
   Greet clients and maintain a professional, welcoming environment. Ensure lobby and public spaces are stocked and ready for client visits.
• Scheduling & Resource Coordination
   Coordinate branch coverage for standard business hours, team events, and absences.
• Administrative Workflow Management
   Perform remote check deposits for client fees and investment contributions. Receive, document, and process client insurance premium payments. Scan and securely store client documents, ensuring compliance with confidentiality standards.
• Communication & Information Management
   Manage mail, phone tree coverage, incoming messages, and client uploads. Prepare daily branch office schedule of activities.
• Office Supplies & Hospitality
   Maintain office supplies, resources, and hospitality offerings for clients and staff.
• Compliance & Risk Management
   Notarize client signatures on estate planning and related documents. Ensure secure handling of sensitive documents at all times.
• Event & Culture Support
   Host team lunches, special events, and team-building activities within the branch office.
• Facilities & Vendor Coordination
   Schedule maintenance and repairs with vendors and ensure cleaning crews maintain tidy common spaces.
• Cross-Department Collaboration
   Support other departments with delegated tasks and responsibilities as needed.
• Perform other duties as required.

Property & Casualty Insurance Support

• Assist the P&C Insurance team with client service tasks, documentation, and policy processing.
• Complete required training and/or obtain Property & Casualty license within specified timeframe.
• Provide backup support for P&C team members during peak periods or absences.
• Answer policy change questions and assist with quotes for potential changes.
• Help process claims submissions and time-sensitive policy changes.
• Coordinate communication between the branch and the P&C team to ensure smooth workflows.
• Maintain compliance with insurance regulations and internal procedures.

Required Skills and Abilities

• Strong leadership and communication skills. 
• Excellent organizational and time management capabilities. 
• Ability to manage multiple priorities and adapt to dynamic needs. 
• Ability to work independently and as part of a team. 
• Detail-oriented with proven ability to meet deadlines. 
• Proficiency in Microsoft Office Suite and ability to learn organizational software tools. 
• Strong typing skills (60+ words per minute).

Education and Experience

• High school diploma required; bachelor's degree preferred. 
• 2–3 years office management experience preferred. 
• Property & Casualty license required or willingness to obtain within a specified timeframe.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.