JOB SUMMARY: This position is primarily responsible for providing administrative support to the Sales Directors by assembling reports and presentation materials, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. This is an entry-level position with a potential for advancement into a Sales, Underwriting, or Account Management role. SUPERVISORY RESPONSIBILITY: None ESSENTIAL DUTIES AND RESPONSIBILITIES: Perform administrative/clerical tasks including, but not limited to: Preparing/formatting sales presentations. Preparing open enrollment packets. Coordinating client mailings. Submitting company car requests. Maintaining/coordinating marketing materials/supplies. Assembling marketing materials/packets and assisting staff with preparing for conferences/shows, etc. Filing, copying, binding, preparing mailings, etc. Answer phone calls and direct calls to appropriate parties, take messages, and answer routine inquiries. Assist with organizing meetings and other department functions throughout the year. Open, sort, and distribute incoming correspondence, including faxes and email. Complete expense reports on behalf of certain management and sales team members. Fill in at the front desk/reception as assigned and assist with mail drops to the post office as needed. These duties and responsibilities are intended to describe the general nature and level of work involved for this job. This is not an exhaustive list of all duties or responsibilities.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED