Penn Mutual · 10 hours ago
Sr. Administrative Associate
United States
Full-time
Remote
Mid, Senior Level
$50K/yr - $62K/yr
3+ years expPenn Mutual is a company dedicated to helping individuals achieve their financial goals through life insurance and investment services. The Sr. Administrative Associate role involves performing diverse administrative duties to support financial professionals and field managers in their operations, ensuring accuracy and excellent service throughout the process.
Financial ServicesInsurance
Responsibilities
Processes all new business to include: review of applications and forms for accuracy; electronic submission of applications; ordering requirements, electronic follow-up on all pending cases until completion
Provides new business updates and reports to Financial Professionals and Field Manager on pre issue and post issue requirements via voicemail, email or fax
Builds strong relationships with Home Office, Underwriting, HTK, and other 3rd party administrators in order to handle underwriting and securities issues
Prepares basic illustrations as needed
Provides excellent and proactive service to financial professionals and policyholders
Qualification
Required
H.S. Diploma or Equivalent Required
3-5 Years of insurance/securities or relevant outside experience Required
Excellent organizational skills and ability to set priorities
Proficient in Microsoft Office Suite and Outlook
Strong written and oral communication skills
Ability to interact with field staff, financial professionals and home office employees
Consistently meets deadlines
Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
Ability to build strong working relationships and work with others in a collaborative team environment
Preferred
FINRA Series 6 Preferred
FINRA Series 7 Preferred
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
1001-5000 employees
H1B Sponsorship
Penn Mutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (3)
2023 (3)
2022 (12)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
David O'Malley
President and CEO
Marianne Cumming
Vice President, Chief Medical Director
Recent News
2025-11-03
2025-09-15
Company data provided by crunchbase