Office Manager at YER USA

USA Senior Advisors 101 Corp. which helps educate seniors on the complex topic of Medicare in over 39 states. We offer educational workshops in libraries, government centers, community centers, and virtually. Our goal is to provide an easy-to-understand, efficient, and comprehensive educational tool to guide seniors through the complexities of Medicare planning. Our workshops have been designed with seniors in mind. We have educated thousands of attendees on the numerous plans and options available to them, providing clarity and insight into the world of Medicare. Our aim is to make learning about Medicare an easy and enjoyable process.

Position Summary

USA Senior Advisors 101 Corp. is seeking a highly skilled and motivated Director of Operations to oversee the day-to-day operations of our company. This pivotal role involves working closely with the CEO and dedicated staff to ensure smooth operational processes, effective team management, and strategic growth.

Responsibilities and Duties

Human Resource Management

• Collaborate directly with CPA in the on/offboarding of employees.
• Oversee the onboarding and training processes for new employees.
• Manage payroll for all staff and agents, ensuring timely processing on a bi-weekly basis.

Commission Management

• Access the business bank account to manage payments for LOA agents owned renewals for Medicare policies, Life and Annuities.
• Pull back deposits and statements from each carrier, creating accurate statements for each paid agent on payroll.
• Ensure bi-weekly payments for any split commissions with specified agents.

Contracting Liaison

• Act as the liaison between the home office and agents during the onboarding process.
• Guide agents through all aspects of onboarding related to Medicare, life, insurance and annuities.
• Maintain up-to-date records of compensation levels for each carrier.

New Business Tracking

• Collaborate with the case manager from partner company to monitor life/annuity business.
• Submit monthly reports with updated business numbers.

Marketing Oversight

• Supervise marketing director in their duties related to workshops and newsletters.

Expense Management

• Ensure all utilities and monthly expenses necessary for business operations are accounted for and managed efficiently.

Business Licenses Maintenance

• Keep accurate records of expiration dates for all licenses across states.

Securities Administration

• Work closely with the registered representative to manage back-office admin. tasks.
• Ensure that all certificates are current for both the registered representative and Director of Operations.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, or related field (Master’s degree preferred).
• 5+ years of experience in operational leadership, preferably within the insurance or financial brokerage industry.
• Strong knowledge of payroll systems, commission structures, and client onboarding processes.
• Proficiency in business software such as CRM platforms, payroll tools, and Microsoft Office Suite.
• Excellent organizational and multitasking skills with a keen eye for detail.
• Strong problem-solving abilities and a proactive mindset.
• Exceptional communication and interpersonal skills, with the ability to lead and inspire a team.