Administrative Assistant

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