Office Administrator

Citizens

. Provide excellent customer service to Security Plan Life Insurance Company’s internal and external customers .

Posted 10/3/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills while efficiently managing financial transactions and maintaining accurate records. Proficient in Microsoft Office applications and capable of handling multiple tasks in a collaborative environment.

Highest-signal resume keywords

Customer Service ExperienceMoney Handling SkillsMicrosoft Word ProficiencyAnalytical Problem-SolvingTelephone Etiquette

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

DC90 Collection SystemRemote Deposit Check ScanningDocument ScanningData EntryCash MonitoringActivity BalancingOutstanding Check TrackingPolicy Application ReviewRecord Retention ManagementInventory Tracking

Soft Skills

Excellent Verbal CommunicationWritten Communication SkillsTeam CollaborationMulti-Tasking AbilityProfessionalism

Tools & Technologies

Microsoft ExcelMicrosoft OutlookMicrosoft WordIBM System

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Customer ServiceFinancial TransactionsInsuranceOffice AdministrationRecord Management

About the role

Key responsibilities & impact

Provide excellent customer service to Security Plan Life Insurance Company’s internal and external customers
Process office, mail, and credit card payments; record collections, balance funds, mark receipts, make deposits, and enter collections into the DC90 collection system
Input and review District Agent deposits in the DC90 collection system
Answer phones using the standard company greeting
Check and maintain individual and District email accounts throughout the workday
Greet walk-in customers
Process NSF checks, enter them into the DC90 collection system, and provide copies to District Manager and Field Audit staff
Manage incoming and outgoing District mail and print labels as needed
Track agent postage
Track District supply inventory and place orders when needed
Perform daily Remote Deposit check scanning
Update daily tracking documents, including cash monitoring, activity balancing, outstanding check tracking, and production tracking reports
Scan and submit life and fire applications to the New Business department
Scan and submit service request forms to the Solutions Center department
Maintain a daily log of documents scanned to the Austin office
Check new policy applications for completeness and accuracy
Create and submit money move request forms to the Field Audit department
Scan and submit claim information to the Claims department
Research and review DC83 system images to provide policy information when appropriate
Organize and file records according to the company’s record retention policy
Perform other duties and projects assigned by the Regional Office Administrator, including contacting policyholders, requesting payments, and updating office pay client records

Requirements

What you’ll need

High school diploma or GED
Two to three years’ experience providing customer service
One to two years’ experience handling money and accurately making change for customers
Dependable transportation with valid driver’s license and liability insurance
Knowledge of Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills
Ability to handle volume with precision
Ability to learn the proper functions of the IBM system
Proven analytical, evaluative, and problem-solving abilities
Ability to effectively prioritize and execute tasks
Experience working in a team-oriented, collaborative environment
Excellent telephone etiquette and professional phone handling
Ability to multi-task and meet assigned deadlines
Ability to remain professional when dealing with customers and co-workers
Ability to reach high and low; open, close and retrieve files from file cabinets; operate a computer keyboard and appropriate office equipment
Ability to frequently stand, walk, sit for long periods, lift up to 20 lbs., open filing cabinets, and bend or stand on a stool
Occasional local travel required
Ability to clock in and out of the company time tracking system