Virtual/Administrative Assistance

Job Posted: 09.09.2021 6:26:14

Independent Insurance Agency Principal seeks Virtual Assistant +to help manage life.
A successful candidate will be organized, self-motivated, and customer service-oriented. The candidate must be able to work under pressure, deadlines and with the utmost confidentiality.

Tasks will include but will not be limited to:

1) Email – manage and coordinate/forward to Account Executive for any Client Service Requests,
2) Attach Client & Prospect correspondence in Agency Mgmt System (EPIC) for documentation
3) Utilize activity tracking system within Agency Management System
4) Manage calls/voicemails and route if urgent
5) Help manage time and calendar

1) Monitor – client survey responses / manage net promotor score
2) Manage Website Changes with Web Developer
3) Post Articles and Videos to Website, social media (facebook, linkedin, Instagram) as directed
4) Project manage advertising with Graphic Designer for tradeshows, associations – digital, print, web, social, etc.
5) Project Manage automated Client Newsletter

Events –
1) Book airline and car service for business travel
2) Help Coordinate Corporate Events – seminars, parties, etc.

1) Outstanding items/set renewal meetings with clients (meeting prep)
2) Create risk mgmt campaigns for specific clients within the client portal as directed

Internal Team
1) Help prep for Agency Monthly Meetings
2) Help prep for bi-weekly sales meeting

Project Manage – New Business Account Sales process
• Request preliminary information and additional info
• Data entry into Agency Management System

Personal –
Coordinate Dinner Reservations
Coordinate schedule with kids sports and work
Other appointments as directed

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