UNKNOWN

FEED

Own the administrative steps in the client engagement process from sending the contract to setting up the file and next step tasks for the hand off to our Account Manager team . Support client relationship management—send cards, check-ins, gifts and follow-ups that demonstrate high-touch service.

Who You Are<ul><li>Failure doesn’t intimidate you - it challenges you to keep growing. </li><li>You are growth-minded, fueled by curiosity and asking great questions and motivated by the satisfaction of helping a top performer operate at full capacity.</li><li>You think three steps ahead, stay calm under pressure, and love solving problems that others find overwhelming.</li><li>You are equal parts strategist and executor</li><li>You take pride in running a tight, accurate operation at high speed </li></ul>If this sounds like you, this opportunity could be your perfect role to continue to sharpen your saw, with a path to Operations Manager. (If you’re the kind of person who needs constant direction or freaks out when things change, this role will be your worst nightmare.) The Job – What You Will Do You will perform all of the back end administrative functions that keep the Firm running smoothly. Project & Operations Coordination – Own the Back End Processes that Keep us Running<ul><li>Own the administrative steps in the client engagement process from sending the contract to setting up the file and next step tasks for the hand off to our Account Manager team </li><li>Set up new client engagements in the firm’s project management system </li><li>Adjust project hours in practice management system </li><li>Track and update internal dashboards and metrics to ensure “the trains run on time” </li><li>Support documentation of firm processes, systems, and standard operating procedures </li><li>Oversee office management including supplies, mail, and vendor coordination</li><li>Manage special projects that enhance efficiency, organization, and client experience</li><li>Assist with drafting invoices for billing</li><li>Follow up on outstanding AR</li></ul><ul></ul>Sales Enablement – Support the Back End Revenue Generation <ul><li>Support sales process by logging information into the CRM system </li><li>Send client engagement letters, receive signed agreements, log into the CRM system and set up the new client file </li><li>Support client relationship management—send cards, check-ins, gifts and follow-ups that demonstrate high-touch service</li><li>Support incoming email flow to keep business moving </li></ul>The Type of Person Who Thrives at GrowthWise<ul><li>You’re smart. Like really smart — high processing speed, high attention to detail, high sense of ownership.</li><li>You think three steps ahead. You don’t wait for someone to tell you what’s next — you’ve already started it.</li><li>You like being in the middle of things — solving, juggling, moving.</li><li>You catch errors before anyone else does and notice details that make things better.</li><li>You’re okay with risk. This is a small, growing business. There’s no corporate safety net here — but there’s freedom, learning, and massive upside if you’re good.</li><li>You don’t get rattled by pivots (and there are constant pivots). You adapt fast and stay calm when others get frustrated. </li></ul>What Success Looks Like in this Role<ul><li>You are reliable. </li><li>You bring solutions and ideas. </li><li>You make things easier, faster, and cleaner.</li><li>You make the firm look sharp and put-together.</li></ul>Business Admin Specialist / Director of Administration - What You Have<ul><li>Experience working alongside a small team, start up or small business / Founder led environment </li><li>Strong organizational and prioritization skills; able to manage multiple moving parts with accuracy and speed.</li><li>A proactive, solution-oriented mindset—when issues arise, you solve them.</li><li>Comfort operating with limited direction; independent, accountable, and resourceful.</li><li>Tech fluency and comfort learning new tools quickly – you have experience using AI and are excited by learning and implementing new systems </li><li>Excellent written and verbal communication skills; professional and clear client correspondence.</li><li>High attention to detail with the ability to move fast without sacrificing accuracy.</li><li>Flexibility to adapt to a growing business, evolving systems, and changing priorities.</li><li>A sense of humor, low-drama attitude, and commitment to being part of a high-performing team.</li></ul>Benefits For YouYour compensation will be $75,000 to $90,000 salary, plus opportunity for additional incentive bonus based on contribution to the Firm. You will be offered your choice of Kaiser medical insurance with Firm contribution towards your premium, paid holidays and paid time off, 401k with company contribution and an additional profit share opportunity. Hybrid schedule – working two days per week in office in Rocklin.  About UsGrowthWise Search Partners is a strategic people growth and hiring consulting firm – not your average “headhunter”. We specialize in construction, agriculture, and professional service companies, delivering results through consulting-led search and hiring strategies under a non-contingent model. We are woman-owned, value-driven, and committed to excellence, speed, and service.

GrowthWise Search Partners

Business Admin Specialist / Director of Administration

Accounts Receivable

Administrative Skills

Agriculture

Artificial Intelligence (AI)

Billing

Business Administration

Business Growth

Communication Skills

Construction

Consulting

Customer Experience

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Support/Service

Detail Oriented

Establish Priorities

Metrics

Office Management

Operations Management

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Professional Services

Project/Program Coordination

Project/Program Management

Reporting Dashboards

Revenue Growth

Risk

Sales Management

Sales Support

Small Business

Standard Operating Procedures (SOP)

Startup

Support Documentation

Systems Administration/Management

Time Management

Top Sales Rep

Writing Skills

Crelate

YEAR

Training and Mentoring:** Provide training and guidance to new insurance agents, helping them develop their skills and achieve their sales targets. **Team Income:** As an experienced agent, you will have the opportunity to mentor new agents and earn team income, enhancing your earning potential.

Introducing Presold Transfer Applications!Get ready for an exciting new way to streamline your sales process:1. Log In and Go Live: Simply log in and let the system know you're available. 2. Automated Outreach: Our advanced bot reaches out to potential clients. 3. Expert Closers at Work: When a lead shows interest, a professional closer steps in, seals the deal, and collects all necessary information. 4. Seamless Handoff: The gathered info is sent to you, and a three-way call is initiated to transfer the details smoothly. 5. Effortless Completion: You finalize the application and submit the policy.Stay Logged In: As long as you’re available, keep the momentum going and make continuous sales.Log Out When Done: Wrap up your day by simply logging out.Maximize your efficiency and sales with Presold Transfer Applications! **Why Join Us?** **Diverse Product Range:** We are not captive and represent about 80 companies. This allows us to offer a wide range of products and solutions to meet every client's needs. You are also able to help previous clients with new products. **Proprietary A.I. CRM:** Our unique system helps agents import existing business and cross-sell effectively. The system automates many tasks, making your job easier and more efficient. Lead Generation: We have a robust life and health lead system with leads from various companies automatically entered into our CRM. These leads receive automated campaigns to ensure they book appointments. Hey there! We're excited that you're interested in joining us! To make sure your application gets the attention it deserves, please apply through this link <a href="https://joinus.selphinsurance.com/video1" rel="nofollow">here</a>. Applications submitted elsewhere might not get noticed, and we wouldn’t want to miss out on meeting you! **Team Income:** As an experienced agent, you will have the opportunity to mentor new agents and earn team income, enhancing your earning potential. We are looking for leaders who are passionate about the insurance industry and eager to make a difference. If you are ready to take your career to the next level and help others succeed, we want to hear from you. **Job Description:** We are seeking an experienced Insurance Business Manager/Trainer to join our team. In this role, you will leverage your insurance sales experience to train and mentor new agents, while managing and expanding our business operations. **Key Responsibilities:** **Training and Mentoring:** Provide training and guidance to new insurance agents, helping them develop their skills and achieve their sales targets. Share your expertise and best practices in life and health insurance sales.    **Business Management:** Oversee daily sales and metrics, ensuring the smooth functioning of business activities. Implement strategies to increase productivity and profitability. **Client Relationship Management:** Build and maintain strong relationships with clients. Ensure that clients' needs are met with the highest standards of service. **Sales and Marketing:** Develop and execute sales strategies to attract new clients. Utilize our proprietary system to import existing business and cross-sell life insurance and other products to existing clients. **Use of Technology:** Employ our advanced automation and AI tools to streamline appointment setting and client follow-ups. Manage leads from various lead companies, ensuring they are automatically entered into our CRM and receive automated campaigns until they book a calendar appointment. **Requirements:** **Insurance Sales Experience:** A proven track record in insurance sales is essential. You should have a deep understanding of the insurance industry and the products we offer. Current life and health license is a plus.    **Leadership Skills:** Ability to lead and motivate a team of agents. Experience in a mentoring or coaching role is highly desirable. **Technical Proficiency:** Comfortable using CRM systems and other sales tools. Familiarity with automation and AI-driven tools is a plus. **Customer Focused:** Strong interpersonal skills and a commitment to providing excellent customer service. **Apply Now:** Take the next step in your career and join our dynamic team. Book an appointment with us today to discuss how you can become a part of our success story. Pease apply for this job <a href="https://joinus.selphinsurance.com/video1" rel="nofollow">here.</a> Applications submitted elsewhere might not get noticed, and we wouldn’t want to miss out on meeting you! This is a 1099 position, which means you’ll enjoy the flexibility to choose your own work hours and income. We understand how important work-life balance is and we strive to accommodate that. Looking forward to seeing your application!Powered by JazzHR

Selph Insurance Agency

Work From Home Insurance Business Manager/Trainer

Automation

Best Practices

Business Operations

Campaigns

Coaching

Cross-Selling

Customer Relations

Health Insurance

Insurance

Insurance Sales

Interpersonal Skills

Lead Generation

Lead Management

Leadership

Life Insurance

Marketing

Meet Sales Quota

Mentoring

Productivity Management

Profit & Loss

Sales

Sales Closing Skills

Sales Strategy

Sales Tools

Training/Teaching

Work From Home

partner JazzHR

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Business Admin Specialist / Director of AdministrationGrowthWise Search Partners

Work From Home Insurance Business Manager/TrainerSelph Insurance Agency

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