The Administrative Assistant will assist with general administrative duties and day to day office operations. There will be a range of key responsibilities so this is a great role for those who are flexible, have a can-do attitude, and who thrive in a fast-paced environment
Responsibilities:
Greet and direct visitors
Coordinate use of conference rooms; assist in set-up and clean-up of conference rooms for management and/or client meetings including coordination, selection and ordering of food
Provide administrative support to the Principal and others as requested to include:
Requesting information from clients such as census information
Creating and updating client checklists
Update CRM with policies, renewal dates, participants, premium, projections and documents
Request and follow-up on signatures from client for renewal when necessary
Create termination client vendor letters and follow through to make sure they are returned with signature and forwarded to the appropriate carrier(s)
Print and binding of client presentations as needed
Pulling reports from carrier websites as needed
Assist with set up of seminars (on and off site) and day of tasks as needed
Provide office management duties to include but not limited to:
Assist in review of service contracts on equipment from vendors
Assist in maintaining all office equipment to include copiers, shredders, postage machine, etc. Be sure all equipment is kept in working order and coordinate with vendors if issues occur
Assist staff in training of equipment when needed
Assist in research, negotiating and price and purchase of office furniture and supplies
Get and distribute mail on a daily basis. Send checks to corporate office.
Order and maintain office supplies (paper, toner, kitchen supplies)
Other projects as assigned by management.
Requirements:
Excellent verbal and written communication skills
Good interpersonal and customer service skills
Exceptional organization skills
Must be a team player
Ability to work independently
Must be able to manage multiple priorities
Able to maintain confidentiality
Experience:
Excellent verbal and written communication skills
Good interpersonal and customer service skills
Exceptional organization skills
Must be a team player
Ability to work independently
Must be able to manage multiple priorities
Able to maintain confidentiality