Full-Time Executive Assistant

The Executive Assistant’s responsibility is to support the Commercial Risk Practice Leader (PL) in a timely, efficient, personalized, and professional manner. This candidate must be highly organized, proactive, and detail-oriented with strong communication skills. The role requires the ability to manage multiple priorities, maintain confidentiality, and act as a liaison.

Responsibilities:

• Manage the PL’s calendar, schedule meetings, and coordinate travel arrangements.
• Prepare and edit correspondence, emails, reports, presentations, and other documents.
• Handle phone calls, emails, and other communications on behalf of the PL.
• Keep the PL well informed of upcoming commitments and responsibilities.
• Research and follow up on issues and concerns addressed to the PL.
• Prepare status reports for the PL by gathering, analyzing, and summarizing data.
• Manage and complete monthly expense reports in SAP Concur.

Meeting and Event Coordination:

• Organize and coordinate meetings, conferences, and special events.
• Prepare the PL for internal and external meetings (documents and briefings).
• Prepare agendas, take minutes, and follow up on action items.
• Ensure all logistical details are handled effectively.

Project Management:

• Assist with planning and executing projects and initiatives.
• Monitor project timelines and deliverables, providing status updates as needed.
• Coordinate with various departments and individuals to ensure project goals are met.
• Submit project deliverables and ensure that they adhere to quality standards.

Confidentiality and Discretion: Manage sensitive information with the utmost confidentiality.

Liaison: Serve as a point of contact between the PL and other stakeholders.

Service: Provide support in coordinating and managing certain aspects of client activities.

• Assist in the Pre-Renewal process.
• Assist with New Business online quoting workflow.
• Assist with billing retrieval and follow up with clients for payments and documentation.
• Follow-up with carriers for acknowledgement, status, and potential escalation for pending claims.
• Provide general administrative support from client filing, record keeping, customer service.

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