Executive Assistant Job at Lockton, Inc.
The Executive Assistant provides administrative support to our Reinsurance Sales Professionals by managing calendars, making travel arrangements, setting up meetings, completing expense reports, and other assigned duties.
- Prepare a variety of correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation
- Receive, read, and is proactive in handling the daily mail, paying particular attention to items requiring immediate attention. Prepare outgoing mail and special mailings as assigned
- May answer and handle telephone calls for Producers when they are out of the office, as appropriate
- Prepare check requests and maintain commission spreadsheets
- Responsible for all expense report related activities such as receipt collection and follow-up, preparation and submission of expense reports, and credit card billing reconciliation
- Maintain calendars and schedule meetings and appointments, as requested. Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary
- Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits
- Coordinate registration requirements for meetings/conferences
- Maintain client/prospect database
- Interact with and coordinate the completion of assignments and projects with other associates, as appropriate
- Create and maintain files of correspondence and other records, processing files for dead storage, as necessary
- Interact with and coordinate the completion of assignments and projects with other associates, as requested
- Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
- Communicate positively to contribute to a cohesive, pleasant work environment
- Comply with Lockton procedures and policies
- Perform other work-related duties as assigned
- Bachelor’s degree in a business-related program or equivalent education and/or experience preferred
- Three to five years of previous administrative and/or sales support experience supporting a minimum of two individuals required
- Proficiency in the use of Microsoft Word, Excel, and Outlook required; PowerPoint desired
- Strong attention to detail required
- Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
- Organizational and time management skills to prioritize workload and meet deadlines required Must be results-oriented with the ability to change priorities as needed
- Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
- Must have the ability to work independently and use good judgment in recognizing scope of authority and urgency
- Demonstrated ability to follow through promptly on tasks to their completion
- Legally able to work in the United States
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