Envision Executive Administrator
SUMMARY:
The Executive Administrator position provides administrative support to the Branch President to achieve and maintain the organization's new business and renewal goals by assisting the branch manager with setting appointments and managing their calendar, proposals, business development, and communication. Executive Administrator responsibilities will include but are not limited to, providing project management, administrative support, and coordinating and planning travel and industry-specific agency board/executive meetings.
ESSENTIAL FUNCTIONS:
- Provide support for the executive management team including, but not limited to:
- Manage the calendars and schedule appointments, meetings, and travel arrangements with multiple parties in multiple time zones including Europe and the Caribbean
- 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
- Assist with planning travel and hotel arrangements for captive meetings
- Maintain and schedule executive management calendars
- Contacting clients and handling telephone communications in an efficient manner
- Record and forward accurate verbal or written messages
- Data Collection and Analytics for projects
- Prepare proposals for the Branch President
- Provide support for the Operations Manager, as needed
- Plan, produce and direct virtual meetings on various platforms
- Perform all actions relating to 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
ADDITIONAL RESPONSIBILITIES:
This 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 .
Telecommuting opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department
KNOWLEDGE, SKILLS, AND ABILITIES:
- Excellent computer software 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:
- 2-5 Years of Corporate/Executive administrative experience preferred
- High School diploma or equivalent, 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
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