Executive Administrator

SUMMARY:

The Executive Administrator position provides administrative support to executive officers to achieve, and maintain, agency financial stability and growth, investment (M&A), colleague development, innovations, business development, company vision and communication, and productivity goals. Executive Administrator responsibilities will include, but are not limited to, providing project management, administrative support coordinating and planning conferences and industry-specific agency board/executive meetings, creating, maintaining, and analytical review of company reports and data sets (as delegated), and other related administrative functions.

ESSENTIAL FUNCTIONS:

• Provide support for the executive management team including, but not limited to:
  • Project management including but not limited to remodeling, relocations and strategy transitions, ERM, Fleet
  • Prepare letters and other correspondence, reports, memos, memoranda meeting minutes, and presentations including presentations with limited executive involvement.
  • Coordinate executive management transient business travel arrangements
  • Maintain and schedule executive management calendars
  • Greeting guests and handling telephone communications in an efficient manner
  • Record and forward accurate verbal or written messages
  • Anticipate, coordinate, and order catering
  • Data Collection and Analytics for Executive Projects
  • Coordinate Acquisition Marketing Program. Act as liaison between the Executive, Marketing Department, and INSURIConnect Team.
  • Act as liaison between Executive and Data/Innovation Teams to generate needed reports out of Power BI.
  • Serve as backup for Sr. Executive Administrator and Corporate Assistant for in-office tasks, while Corporate assistant is out of office
• Plan and implement seminars, meetings, and conferences including disseminating seminar, meeting, and conference information/materials for agency staff, both on and off-premises, as requested
• Planned, produced, and directed virtual meetings on various platforms.
• Assist with special event planning (Holiday Dinner, Board of Director’s meetings, etc.)
• Participate in merger and acquisition programs including, but not limited to, pro-forma input and analysis support, due diligence team coordination and scheduling, and post-transition onboarding coordination
• Assist with Key Performance Indicator (KPI) report preparation and analysis
• Perform all actions relating to the public, customers, and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training for knowledge and skill development
• Complete special projects related to the Corporate/Executive areas, as assigned

ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent PC skills, with advanced knowledge of MS Office Word, Excel, Outlook, Teams, and PowerPoint
• Ability to understand and adapt to business needs
• High level of personal integrity, professional image, and demeanor
• Highly organized with the ability to manage multiple projects simultaneously and meet deadlines
• Must be creative, analytical, and highly organized, with strong attention to detail
• Minimum typing/word processing skills of 50 words per minute
• Ability to work within a fast-paced, changing priority environment
• Ability to be flexible, professional and manage a diversified workload
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing, and across all levels
• Excellent interpersonal skills, with the ability to interact effectively with clients, colleagues, and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

• 3–5 Years of Corporate/Executive administrative experience preferred
• A High School diploma or equivalent, a college degree in a business field is preferred
• The professional administrative designation is desirable
• Insurance knowledge is desirable

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment