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Form of workJob Description
ROLE DESCRIPTION:
As the Agent's Executive Assistant with Rick Sanchez, you equip our agency to continually achieve its goals. You empower our agency by working closely with the agent creating a working duo team that works on the efficient execution while freeing up the agent. The Agent's Executive Assistant is a reflection of the agency leadership and a conduit to the agent in managing the day-to-day operations of multiple businesses while maintaining the agent well informed. The EA will also work closely with location managers and corporate departments.
RESPONSIBILITIES:
As the Agent's Executive Assistant with Rick Sanchez, you equip our agency to continually achieve its goals. You empower our agency by working closely with the agent creating a working duo team that works on the efficient execution while freeing up the agent. The Agent's Executive Assistant is a reflection of the agency leadership and a conduit to the agent in managing the day-to-day operations of multiple businesses while maintaining the agent well informed. The EA will also work closely with location managers and corporate departments.
RESPONSIBILITIES:
- Obtain proper insurance licenses so the EA can "sit in on the agent's client appointments" to assist with following up & closing out transactions done by the agent or other Team Members.
- Managing agent's calendar & email correspondence.
- Scheduling & overseeing payroll & bookkeeping, assuring all gets done on a timely basis.
- Overseeing business tracking reports are done on a timely basis meeting deadlines.
- Coordinating day-to-day business operations with various agency managers, employees & corporate executives.
- Visiting and working from two & maybe three agencies developing strong relationships with managers & employees.
- Provide prompt, accurate, and friendly customer service as needed. Service can include responding to inquiries regarding insurance availability, coverages, policy changes, transfers, claims and billing clarification (as needed).
- Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products.
- Excellent communication skills - written, verbal, and listening
- Bilingual English & Spanish (preferred but not required)
- Highly organized and detail-oriented
- Experience in customer service required.
- Proactive in problem-solving
- Able to work with multiple location managers & employees
- Strong technology skillsets
- Able to coordinate & collaborate with multiple location managers & employees to achieve agency goals.
- Able to succeed in a fast-paced environment
- Able to obtain Property and Casualty License
- Able to obtain Life and Health License
- Salary plus performance bonus incentives
- Vehicle expense allowance (including gas, tolls and business mileage usage)
- Paid time off (including holidays & personal/sick days)
- Health benefits
- Life insurance benefits
- Vision & dental benefits
- Disability benefits (long term)
- Pension plan with matching element
- Annual agency trip paid by the agency when goals achieved (we've travelled each of the last 33 years)
- Growth potential/opportunities for advancement within the agency
