Branch Administrator

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

JOB PURPOSE

Responsible for providing administrative, operational, sales and marketing support for a branch location; performs a variety of advanced duties while relieving the Market Leader of selected business detail and administrative work.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Administrative / Operations

Exercises the greatest degree of discretion in the handling and dissemination of confidential and highly sensitive information.

Coordinates the manager's schedule and calendar (also others as needed); screen manager's telephone calls including confidential inquiries; facilitates conference calls.

Arranges detailed travel plans, reservations, schedules and itineraries; compiles documents for travel-related meetings; prepares expense reports.

Coordinates and arranges branch/department meetings; prepares agendas, meeting materials; may record and transcribe meeting minutes.

Arranges programs, special events, conferences or webinars; contracts facility and caterer as needed, issuing information or invitations, coordinating speakers and controlling budget; ensures project specifics are executed on schedule and within prescribed budget.

Initiates and/or assists in projects utilizing MS Office Suite including Word, Excel and PowerPoint; word processes and distributes outgoing correspondence including branch communications, memos, email and faxes.

Operates a personal computer to input and retrieve data; operates office machines such as a copier and calculator; performs printing, photocopying, data assembly and binding.

Organizes and maintains file system and archives; files correspondence and other records; makes copies of correspondence or other printed materials.

Sorts, prioritizes and distributes incoming mail; locates and attaches appropriate file to correspondence to be answered by manager; prepares overnight shipping packages.

Submits invoices to Oswald accounts payable for processing; resolves any billing issues.

Schedules and oversees branch facility maintenance and repairs; coordinates physical office projects, maintains office supplies and equipment, purchases food items.

Serves as Oswald Companies' new Employee-Owner "Onboarding Ambassador" for the branch office; coordinates small group staff meetings with manager to improve branch communications.

Coordinates company-sponsored "Days of Caring" with a variety of charitable organizations; schedules quarterly volunteer opportunities and the collection of funds and/or donated items.

Acts as project manager on special assignment as needed, which may include planning and coordinating multiple presentations, disseminating information and organizing branch events.

Serves as back up to the Receptionist, performing all related duties; greets scheduled visitors and accompanies the individual to the appropriate person or area.

Sales Support / Business Development

Manages SIP (Sales in Process) spreadsheets to track all market prospects and suspects; provides a weekly update report and tracks all closed sales.

Creates prospective leads list and accounts to follow through LinkedIn Navigator.

Serves as the branch's CRM point person; addresses questions, trains staff, performs data entry/management including contact information, meeting notes, follow-up actions and reports; creates and maintains database information and spreadsheet files.

Compiles Business Profile Reports for all market producers; obtains and assembles prospect information, conducts research, prepares summaries and reports as needed.

Supports the preparation of RFPs and client presentations; proofreads and edits proposals as requested.

Obtains and ships gifts to existing clients and new prospects for congratulatory events.

May provide direct assistance to clients of Oswald Companies or carriers/service providers seeking information or adjustments in support of account needs.

Marketing Communications / Media

Orchestrates all aspects of branch marketing/networking special events; coordinates graphic design and media placement activities with the corporate Marketing Communications & Media Department.

Meets with the media representatives of various organizations, publications and/or radio stations to identify potential marketing opportunities or to generate ideas for creative, low-cost promotional alternatives.

Utilizes social media to establish an online-presence for the branch; posts photos and captions on LinkedIn at the Market Leader's request; authors, ghostwrites, edits blogs, white papers, press releases, etc.

Completes applications, submits essays and coordinates the survey process to nominate Oswald Companies for market top workplace and other branch awards.

Originates and coordinates internal events to support and promote office culture and/or to raise money for charitable causes.

Coordinates external charitable activities and sponsorships in support of client, non-profit, community and civic organizations.

Tracks branch marketing expenses to ensure adherence to the corporate budget.

Solicits branch-generated articles; submits photos and captions for use in Oswald Headlines, postings on social media or inclusion in the monthly digital newsletter.

Registers staff to attend trade shows; works with the corporate marketing team to obtain promotional items; contacts vendors directly to order branch-specific products.

PERSONAL CHARACTERISTICS

The specific personal traits required to accomplish the essential duties of this job successfully include:

Strong interpersonal abilities

Strong written and verbal communication skills

Highly organized and detailed

Strong attention to details/accuracy

Works well independently and as a team player

Cooperative and patient

Self-starter

EDUCATION AND PREVIOUS EXPERIENCE

3-7 or more of related experience or the equivalent combination of education and experience.

Prior Experience Specifically Required

Demonstrated experience supporting a senior-level business manager or team required.

Demonstrated experience holding a multi-tasking position required.

Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals.

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.

Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

Paid time off annually and a sabbatical at every 10-year service anniversary.

Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

Access to specialized leadership development programming designed to take your career to the next level.

And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

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