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Administrative
Administrative Manager
West Hollywood, CA
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Korean language skills are preferred and considered a strong asset, but are not required. Seeking office administrative experience to serve as the first point of contact at the reception desk, greet clients, answer and direct phone calls, support onsite agency field managers, and perform administrative duties, including the management of discretionary accounts, as outlined in the job summary.
Role Summary:
Individuals in this role provide dedicated administrative and operational support for the General Office, helping to streamline processes and enhance service for Agency stakeholders. They manage a wide range of responsibilities including resource coordination, financial processing, and oversight of daily office operations such as mail handling, reception, supplies, and facility requests. The role supports new business by assisting agents with their questions and processing permissible policy changes. Additionally, this position ensures strong governance and compliance by handling various financial and operational reports. Administrative Support
Agency Manager Admin Support
Handle mail (ICFR Log, scanning paper apps, depositing checks, etc.)
Agent Assignments
Processing
Agent of the Day
Business Cards Ordering
Client Information Requests
Conference Rooms Reservations
Contract Maintenance
Distribution Emails
Copier Charges
Reconcile
Council
Travel Allowance/Reimbursement
Employment Verification
Active Agents
Fingerprint and I-9 verification
GO Announcements/Communications
Group Benefit Issues
ICFR Logs
MDRT Recognition
Application Tracking and Approval
Occupancy
Agreements, Rental Escalations and Adjustments
Order Supplies
Policy Assembly
Postage
Funds and Supplies
R D Statements
Distribute to Partners and SDM's
Reception
Answer Phones, Greet Guests
Resource Assignment for New Agents
Mailboxes, keys, security access, phones, etc.
Resource Removal for Terminated Agents
Mailboxes, keys, security access, phones, etc.
Routing Orphan Clients to Agent of the Day; providing Policy Summary requests
TAS Warning Tracking
4 Month Triggering Initial
coordinate with Onboarding team Accounts and Financial Management
Close accounts for End-of-Day
Accounts Payable
P-Card, ReadSoft, GO bills
Check
Approval (Ledger), Deposit and Print
Discretionary Accounts for MP, GO Account, EP, SP, Partner
Expense Allowance
Submissions and Approvals
Ledger Debits, including Special Debit Arrangements
Ledger Liens and Garnishments
Ledger Withdrawal EFT & Paper Check
Suspending funds via MPP form
407(b) Brokerage Letters Maintenance and Logistics
Building Maintenance Requests Miscellaneous
Contest Logs Gift Log
Transfer of Interest
Assign pending cases from terminated Agents to identified active Agents New Business & Case Visibility
Maintain working knowledge of New Business workflows and systems (e.g., App Central, ALIP).
Support Agents in understanding how to view and manage their cases.
Process CDCs for reductions in face amount, correcting name/DOB/address, mode changes and removing a rider. No VULs or Part IIs and nothing that increases risk.
Prepare and edit amendments in our application systems.
Understand and track the appeals process including monitoring in system through to resolution.
Assist with: Commission inquiries and Transfers of Interest Facilities management GO moves, remodels, and event coordination Troubleshoot and resolve onsite technology, Telephony and network issues.
Process:
Signature Guarantees and reporting TAS opt-outs, extensions, and CAP waivers TAS warnings and tax audit letter management End of day reporting
Reporting:
Act as back-up to the Service Leader on monthly reportingOutstanding Check Report Returned Check Report Cash Premium Settlement Report Hoteling/rent/phone Report Gift Log (quarterly