AIS Insurance

Executive Assistant

• Provide advanced, confidential administrative support to the CEO and executive leadership team.
• Serve as a key administrative point of contact to support executive operations, communication, and resolve issues.
• Relieve executives of administrative details, usually of confidential and time-sensitive matters.
• Provide administrative support to executives, including complex calendar management, meeting coordination, and correspondence handling.
• Prepare, compile, and distribute reports and presentations; maintain master spreadsheets for reporting.
• Maintain a working knowledge of Company operations, policies, and organizational procedures to effectively support leadership.
• Reconcile bi-monthly timesheets for the corporate team and process required adjustments in UKG.
• Process marketing invoices in accordance with established procedures for payment.
• Manage executive and corporate expense reporting by administering, reviewing, and reconciling expenses in Concur in accordance with company policies.
• Complete ad hoc reports, mail merges, research, and miscellaneous projects for Executives, Sales, and Marketing departments.
• Serve as a primary point of contact for internal and external communications on behalf of the executives.
• Draft, edit, and proofread correspondence, reports, and other written materials.
• Respond to inquiries and provide backup coverage for phones as needed.
• Ensure communications are professional, timely, and aligned with company standards.
• Assist with special projects and initiatives assigned by executives, including research, data analysis, and coordination with other team members.
• Support the handling of escalated customer complaints and executive-level inquiries, including matters involving VIP customers, by coordinating information, facilitating resolution, and providing assistance to executives as needed.
• Apply cross-functional knowledge and expertise to ensure consistency in messaging, tone, and brand standards.
• Partner with cross-functional teams to develop targeted communication for specific audiences.
• Develop messaging and communications strategies for key initiatives and business changes/impacts.
• Support the development and coordination of team member communications and change management initiatives related to business updates, leadership messaging, and organizational changes.
• Coordinate logistics for company events, meetings, and conferences, including scheduling invitations and catering.
• Manage the purchase and distribution of corporate gifts, logo wear, and gift cards.
• Oversee day-to-day administrative operations of the corporate office to ensure a professional, efficient, and well-organized work environment.
• Provide administrative and operational support to executives and the management team, ensuring office processes align with business needs.
• Manage office operations and facilities by overseeing supplies and equipment procurement, inventory oversight, and vendor coordination, ensuring compliance with health and safety regulations to maintain a safe working environment.
• Coordinate the delivery of office services, including maintenance, repairs, cleaning, security, and utilities, in partnership with internal teams, building management, and external service providers.
• Maintain office refreshments and amenities by monitoring inventory levels, coordinating replenishment, and ensuring common areas are presentable following daily operations or business events.
• Arrange executive travel, including flights, accommodations, transportation, and preparing itineraries.

Executive Administrator

Insurance

• Provide an excellent customer experience by building rapport, gathering information, and create a positive high-level customer experience in a fast-paced structured environment
• Answer incoming customer calls to service and maintain existing accounts
• Offer and educate customers regarding insurance needs and provide estimates to the customer to increase or add coverage
• Research, analyze and respond to customer policy inquiries and changes, as well as explain specific coverage and billing questions
• Quote additional lines of insurance, prepare and complete insurance applications, as well as follow up on necessary information
• Meet pre-defined individual performance objectives based on productivity and customer satisfaction

Insurance Customer Relations Specialist

Inside Sales

• Quote multiple lines of insurance for multiple carriers nationwide
• Handle inbound calls and follow up to close sales
• Deliver a high-quality, consultative customer experience
• Identify customer needs and provide coverage recommendations
• Achieve individual sales performance goals
• Stay current on carrier guidelines, systems, and product offerings

Executive Administrator

Insurance Customer Relations Specialist

Insurance Sales Professional