Executive Business Administrator
Job Description
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.
- 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.
REQUIREMENTS:
- Bachelor's degree in marketing, general business, or equivalent education/experience preferred.
- Five to seven years professional experience performing executive-level sales support or similar administrative experience in a corporate environment.
- Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint and Access.
- Advanced skills with email and calendar systems such as Outlook.
- Experience with internet, including knowledge of LinkedIn, Facebook, and other social media for the purposes of professional networking.
- Ability to organize and prioritize work and to meet deadlines.
- Organizational and time management skills to prioritize busy workload to meet time sensitive deadlines.
- Strong verbal, written, analytical and interpersonal skills.
- Firm, fluent grasp of the English language with high-level verbal, written, listening, and interpersonal skills to interact with associates at all levels.
- Demonstrated ability to instill confidence and comfort with co-workers.
- Ability to make decisions in compliance with established company standards of quality performance and service.
- Appropriately assertive personal presence to interface with clients, associates and other individuals, in both one-on-one and group situations; represent Lockton in the highest professional manner.
- Strong value of service to others.
- Ability to multi-task with ability to respond and refocus quickly.
- Ability to travel by automobile and aircraft and to stay for more than one day and night in commercial lodging facilities.
- Legal right to work in the United States.
#LI-Hybrid
#LI-Executive Assistant
Date Posted
10/13/2022
Views
5
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