Encore Financial Group Full Time Position Operations Manager

New Position: Full-Time Operations Assistant
Location: Petoskey, MI

Job Tasks

• Client management: Run and deliver reports needed for client meetings, including
communicating with representatives on client opportunities and anniversaries. Develop and
follow a process to track the status of meetings
• Client service: Proactively manage all client service needs including developing and following
a process to routinely keep in contact with clients and follow up on all transactions
• Schedule maintenance: Set out of office notices when necessary and respond to clients’
inquiries while agent is away
• Calendar management: Manage calendar events, including inputting and communicating
calendar events
• Tracking: Track progress in key areas of the business, keep processes running in routine order
and in a timely fashion
• Reporting: Organize, update and provide requested routine reports
• Management of tasks: Provide all documentation needed throughout the day to complete
necessary routine tasks and meetings
• Follow up: Take ownership to follow up on all requested items and pending transactions
• Resourcefulness: Anticipate needs and be proactive with all job tasks. Be able to provide the
resources necessary
• Professionalism: Ability to provide error-free, professional work output in written and verbal
form. Provide exceptional service 100% of the time when interacting with internal and
external clients
• Self-Starter/Problem Solving: Ability to visualize the big picture and to develop and follow a
process to provide the tools necessary to complete tasks. Take time to find solutions when an
issue arises
• Organization: Ability to provide consistent order to daily/weekly/monthly tasks. Ability to be
proactive in all job tasks rather than reactive
• Detail orientation: Complete all projects and tasks 100% of the way, free of errors
• Integrity: Fully committed to doing the right thing 100% of the time and following a high level
of ethical standards. This includes being a role model employee amongst team members
• IT Savvy: Manage multiple IT systems to ensure maximum output and reporting
• Industry Experience: Life insurance experience a plus, not required for consideration

Our Value Proposition:

• Business: We are a well-established business that continues to have a plan for growth
• Training: Our goal is to provide excellent training at the beginning and throughout your
• Opportunity: With a growing company, there is the opportunity to grow within for those
who excel in their position
• Community-focused: We are dedicated to the well-being of our communities and to the
members who live and work in those communities

To Apply:

Visit www.encorefinancialgroup.net/join-us for more information and to apply or email your cover
letter and résumé to [email protected]

Join Us

  • Please let us know what interested you in the position. Include your resume if desired.

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