At Meche and Associates, our mission is to provide clients with financial peace of mind for years to come.
In today's turbulent financial world, having a trusted professional guide through the retirement planning process is more crucial than ever.
We are dedicated to solving money problems for pre- and current retirees.
*Position Highlights:* We are seeking a dynamic and self-motivated Operations Manager to oversee the administrative and operational functions of our firm.
As the Operations Manager, you will play a key role in managing office needs, facilitating new business processes, and ensuring exceptional service delivery to our clients.
This position offers the opportunity to lead a team, coordinate with external partners, and contribute to the overall success of our organization.
*Job Responsibilities:*
* Lead and supervise administrative staff to ensure efficient office operations, including file management, paperwork preparation, report generation, and client communication.
* Develop and implement strategies to enhance operational efficiency and streamline processes, continuously improving the client experience.
* Oversee compliance with regulatory requirements and company protocols, ensuring adherence to industry standards.
* Collaborate with agents to facilitate appointment preparation, new business application processing, and client management system utilization.
* Monitor and track new business activities, ensuring proper follow-up with clients and carriers to facilitate smooth transactions.
* Manage service requests for existing clients, coordinating delivery of policies and addressing client inquiries promptly.
*Knowledge, Skills, and Abilities Required:*
* Proven experience in operations management, preferably in the financial services industry.
* Strong leadership skills with the ability to motivate and guide a team towards common goals.
* Exceptional organizational skills and attention to detail in a fast-paced environment.
* Proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint) and familiarity with client management systems.
* Excellent communication and interpersonal skills, with the ability to interact effectively with clients and internal stakeholders.
* Demonstrated problem-solving abilities and a proactive approach to addressing operational challenges.
If you are a results-driven professional with a passion for operational excellence and client service, we encourage you to apply for this exciting opportunity.
Please submit your resume and cover letter detailing your relevant experience and qualifications to meche.
assoc@outlook.
com .
We look forward to welcoming you to our team at Meche and Associates!
Job Type: Full-time
Ability to Commute:
* Lafayette, LA 70503 (Required)
Ability to Relocate:
* Lafayette, LA 70503: Relocate before starting work (Required)
Work Location: In person
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