Executive Assistant

IntegrityAthens, GA
8d

About The Position

Executive Administrative Assistant North American Senior Benefits Lawrenceville, GA About North American Senior Benefits NASB, an Integrity company, is one of the nation’s largest agencies focused on the final expense life insurance market with additional offerings in Senior Market products. NASB distributes its products through a vast network of agents across the U.S. with great profit under its belt. NASB is a company with strong values and goals. As an undisputed leader in the final expense market, their drive to make a difference in their fellow Americans’ lives has been fulfilled. NASB is based in Lawrenceville, Georgia. Job Summary A full-time Executive Assistant is needed to support both the Managing Partner and the President of NASB. This position requires someone who can support the Executive Team with a problem-solving mindset in any situation.

Requirements

  • Completely trustworthy in maintaining confidentiality with high-level company documents and meetings
  • Highly professional with phone and email communication, especially with clients
  • Proficient in Microsoft Word, PowerPoint, Excel, and Outlook
  • Proficient in writing, editing, and typing skills
  • Excellent attention to detail and high accuracy in data entry
  • Excellent organizational skills and self-motivation without supervision
  • Maintain a positive, can-do attitude under pressure
  • Able to learn new skills and work overtime frequently as needed by supervisors

Responsibilities

  • Prioritize supervisor needs, client projects, and other responsibilities in the fast-paced environment of a Sales Organization
  • Continually adjust meeting schedules according to supervisors’ preferences
  • Provide travel options and book reservations for flights, hotels, cars, restaurants, and other events for Executive Team
  • Screen emails, phone calls, mail and internal requests for meetings as the gate-keeper for both the Managing Partner and President of NASB
  • Create production reports for entire NASB production and email to NASB partners
  • Collect Financial reports from Integrity Accounting for NASB, Milner Financial, HarveyTime, and Elevation and send to Chad for review
  • Receive all bills for NASB, review, and submit to be paid for NASB through Bill.com/Coupa
  • Summarize all bills for NASB monthly and send to Executive team for review
  • Organize budget for NASB with Executive Team and review monthly for budget performance review
  • Attend all Financial meetings with Integrity for NASB/Milner Financial and summarize calls for Executive Team
  • Reconcile and submit expense reports in Concur/Coupa for Executive Team
  • Order meals according to the needs of the Executive Team
  • Manage NASB Reward Jacket program for NASB agents
  • Assist Travel Coordinator position with Partner Trip Annually
  • Assist Travel Coordinator position with NASB Convention Annually
  • Assist Travel Coordinator position with NASB agent Trip Annually
  • Participate in “partner chat” text message groups to monitor and participate in the NASB partners group chat to collect relative business information from leadership in the field
  • Other duties as assigned

Benefits

  • Medical/Dental/Vision Insurance
  • 401(k) Retirement Plan
  • Paid Holidays
  • PTO
  • Community Service PTO
  • FSA/HSA
  • Life Insurance
  • Short-Term and Long-Term Disability
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