Executive Business Administrator

The Executive Business Administrator will provide administrative support to various Sales Producers and Unit Managers. This role is currently hybrid with remote and in-office days.

RESPONSIBILITIES INCLUDE:

• Composes and prepares a variety of correspondence, reports, and internal documents in support of producer new business development activities.
• Conduct research of prospective companies and prepare executive prospect summaries.
• Perform data entry of contacts/prospects and perform mail merges for marketing mailings.
• Conduct follow-up calls to ensure information was received.
• Independently coordinates the production of responses to requests for proposals (RFP's) using internal and external resources.
• Receives, reads, and is proactive in handling daily mail and email as directed by individual producers and unit managers; initiates action on items requiring immediate attention.
• Meets with producers and unit managers as needed to provide update on current work assignments.
• Manages the new business production reports for select producers.
• Maintains files of correspondence and other records.
• Answers telephone, answers questions, or refers calls to appropriate department or individual.
• Plans conferences and meetings.
• Makes travel arrangements and various business appointments for assigned producers.
• Keeps calendar of appointments and suspense systems for producers as requested.
• Process expense reports using knowledge of client/prospect activity and ensure timely reimbursement to the Producers and Unit Managers.
• Protects the confidentiality of information learned by performing the duties of the position.

OTHER RESPONSIBILITIES

• May perform public relations work for producers and unit managers, including coordinating special events, luncheons, and seminars.
• Coordinates the purchase and distribution of holiday gifts for clients and greeting card mailings.
• May attend client/prospect meetings or social events with Producers and Unit Managers to assist as requested.
• Occasional travel to other Lockton offices and offsite locations if needed.
• Provide technical writing support for blog updates, various social media, and online sites in support of Producer activity.
• May be some minimal personal assistance for producers when requested.