Department:National Accounts
Job Summary:AssistsaProperty & Casualty (P&C) PartnerandtheP&Cteamwithadministrativetasks.
Principal Responsibilities:
- Provide daily administrative support to the Partner including managing their calendar and scheduling meetings.
- Translate and organize handwritten notes into an electronic filing system.
- Perform copying scanning anddigitizing ofdocuments to ensureaccurateand organized record-keeping.
- Handle confidential materials with discretion andmaintainefficient electronic and physical filing systems.
- Organize compile and update company documents and filesin accordance withcompany standards.
- Maintain client files to meet company standards.
- Provide phone mail and other administrative support for the Account Executive (AE) team.
- Set up carrier/client meetings and manage team calendars.
- Process policiesmaintainpolicy logs and complete policy checklists as directed.
- Process Auto ID cards and certificates of insurance per contract and/oradditionalinsured requirements.
- Complete Acord applications and other required forms.
- Maintain the electronic filing system and manage mail within the Document Management System (WorkSmart).
- Handle client requests efficiently and accurately including processing certificates of insurance auto ID cards and answering inquiries.
- Manage office supplies including ordering inventory and distribution.
- Coordinate with vendors for office equipment services document storage () and other external services.
- Act as the main point of contact for landlord communications and facility-related issues.
- Assistwith event planning includinglogistics vendor coordination and catering arrangements for office events.
- Prepare proposal documents and manage proposal uploads on Surface Pros.
- Handle and manage general client requests (e.g. property vehicle location updates) including documenting schedule changes internally notifying the insurance carrier and confirming updates with clients.
- Follow up on endorsements and other requests with carrier underwriters as directed.
Other Responsibilities:
- Perform copying scanning anddigitizing ofdocuments to ensureaccurateand organized record-keeping.
- Handle confidential materials with discretion andmaintainboth electronic and physical filing systems efficiently.
- Set up carrier/client meetings and manage team calendars.
- Handle invoicing and billing tasks as directed.
- Adhere to Conner Strong & Buckelew policies procedures and guidelines.
- Completeadditionaltasks andprojects asassigned.
Requirements
- 5years Executive Assistantexperiencedesired
- Ability to work in theNew YorkNYoffice5 days/weekduring training period
- Bachelorof Science Bachelor ofArtsor Bachelor of Business Administration
- Ability tomaintainconfidentiality andwork with highly confidentialemails and othermaterial
- Organized withacuteattention to detail
- Ability toanticipatenext steps on projects
- Excellent interpersonal and communication skills
- Advancedcomputer/technical skills required including Microsoft Office Suite
- Application of sound judgment in making independent decisions
- Demonstrated ability to control and handle sensitive business situations with discretion
- Consistent professional image that conveys poise and tact in every situation
- Authorized to work in the United States on a full-time basis without Company sponsorship
All resumes can be sent to
Salary for this position ranges from $31.60/hr. - $38.31/hr. The base pay offered will be determined on factors such as experience skills training location certifications and education. Decisions will be determined on a case-by-case basis.
Qualifying positions will also be eligible for comprehensive benefits such as participation in family medical and dental insurance programs 401K plan and PTO.
Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race color religion gender affectional or sexual orientation gender identity or expression national origin ancestry nationality age disability (physical or mental) marital or domestic partnership or Civil Union status pregnancy family medical history or genetic information atypical cellular or blood trait military service or any other status protected by law.
Required Experience:
IC
Department:National AccountsJob Summary:AssistsaProperty & Casualty (P&C) PartnerandtheP&Cteamwithadministrativetasks.Principal Responsibilities:Provide daily administrative support to the Partner including managing their calendar and scheduling meetings.Translate and organize handwritten notes into...
Department:National Accounts
Job Summary:AssistsaProperty & Casualty (P&C) PartnerandtheP&Cteamwithadministrativetasks.
Principal Responsibilities:
- Provide daily administrative support to the Partner including managing their calendar and scheduling meetings.
- Translate and organize handwritten notes into an electronic filing system.
- Perform copying scanning anddigitizing ofdocuments to ensureaccurateand organized record-keeping.
- Handle confidential materials with discretion andmaintainefficient electronic and physical filing systems.
- Organize compile and update company documents and filesin accordance withcompany standards.
- Maintain client files to meet company standards.
- Provide phone mail and other administrative support for the Account Executive (AE) team.
- Set up carrier/client meetings and manage team calendars.
- Process policiesmaintainpolicy logs and complete policy checklists as directed.
- Process Auto ID cards and certificates of insurance per contract and/oradditionalinsured requirements.
- Complete Acord applications and other required forms.
- Maintain the electronic filing system and manage mail within the Document Management System (WorkSmart).
- Handle client requests efficiently and accurately including processing certificates of insurance auto ID cards and answering inquiries.
- Manage office supplies including ordering inventory and distribution.
- Coordinate with vendors for office equipment services document storage () and other external services.
- Act as the main point of contact for landlord communications and facility-related issues.
- Assistwith event planning includinglogistics vendor coordination and catering arrangements for office events.
- Prepare proposal documents and manage proposal uploads on Surface Pros.
- Handle and manage general client requests (e.g. property vehicle location updates) including documenting schedule changes internally notifying the insurance carrier and confirming updates with clients.
- Follow up on endorsements and other requests with carrier underwriters as directed.
Other Responsibilities:
- Perform copying scanning anddigitizing ofdocuments to ensureaccurateand organized record-keeping.
- Handle confidential materials with discretion andmaintainboth electronic and physical filing systems efficiently.
- Set up carrier/client meetings and manage team calendars.
- Handle invoicing and billing tasks as directed.
- Adhere to Conner Strong & Buckelew policies procedures and guidelines.
- Completeadditionaltasks andprojects asassigned.
Requirements
- 5years Executive Assistantexperiencedesired
- Ability to work in theNew YorkNYoffice5 days/weekduring training period
- Bachelorof Science Bachelor ofArtsor Bachelor of Business Administration
- Ability tomaintainconfidentiality andwork with highly confidentialemails and othermaterial
- Organized withacuteattention to detail
- Ability toanticipatenext steps on projects
- Excellent interpersonal and communication skills
- Advancedcomputer/technical skills required including Microsoft Office Suite
- Application of sound judgment in making independent decisions
- Demonstrated ability to control and handle sensitive business situations with discretion
- Consistent professional image that conveys poise and tact in every situation
- Authorized to work in the United States on a full-time basis without Company sponsorship
All resumes can be sent to
Salary for this position ranges from $31.60/hr. - $38.31/hr. The base pay offered will be determined on factors such as experience skills training location certifications and education. Decisions will be determined on a case-by-case basis.
Qualifying positions will also be eligible for comprehensive benefits such as participation in family medical and dental insurance programs 401K plan and PTO.
Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race color religion gender affectional or sexual orientation gender identity or expression national origin ancestry nationality age disability (physical or mental) marital or domestic partnership or Civil Union status pregnancy family medical history or genetic information atypical cellular or blood trait military service or any other status protected by law.
Required Experience:
IC
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