Patriot Growth Insurance Services, LLC

Operations

• Provide administrative and operational support to Sales Leadership, including managing complex calendars, scheduling meetings, and coordinating daily activities.
• Coordinate internal meetings by preparing agendas, organizing logistics, tracking action items, and managing follow-up communications.
• Monitor and manage shared mailboxes, ensuring timely responses and proper routing of communications.
• Maintain and update sales-related distribution lists, contact databases, and organizational directories.
• Process, track, and reconcile team expenses while maintaining accurate records and documentation.
• Coordinate travel arrangements, meeting logistics, and event planning activities for sales leadership and team members.
• Assist with the preparation and distribution of monthly, quarterly, and ad hoc sales reports, dashboards, and leadership updates.
• Support the maintenance of accurate producer, leadership, and organizational contact lists.
• Compile, organize, and distribute regional and enterprise sales metrics to support reporting and decision-making.
• Assist with documenting, tracking, and coordinating key sales initiatives, programs, and projects.
• Develop presentations, meeting materials, communications, and supporting documentation for sales meetings, trainings, and events.
• Coordinate timelines, deliverables, and follow-up activities for cross-functional projects involving Sales, Marketing, Human Resources, IT, and other departments.
• Assist with organizing regional meetings, leadership events, training sessions, webinars, and other sales-related programs.
• Handle confidential information with professionalism while maintaining accuracy and discretion.
• Identify opportunities to improve administrative processes, workflow efficiency, and operational effectiveness.

Sales Operations Administrator

Artificial Intelligence

• Develop and maintain Patriots enterprise AI enablement roadmap in partnership with the CIO, IT leadership, and business stakeholders across the organization
• Identify, prioritize, and govern AI initiatives based on business value, operational impact, feasibility, data readiness, and risk considerations
• Partner with department leaders to evaluate and redesign workflows using AI-enabled solutions, including automation, knowledge retrieval, decision support, and workflow assistance
• Establish and manage enterprise AI governance standards, including acceptable-use policies, risk management frameworks, vendor evaluation processes, and human oversight requirements
• Collaborate with Security, Legal, Compliance, Procurement, and Data teams to ensure AI usage aligns with regulatory obligations, internal standards, and cybersecurity requirements
• Lead evaluation and implementation efforts related to AI platforms, copilots, workflow automation tools, and Microsoft-centric AI technologies, including Microsoft 365 Copilot and Azure OpenAI capabilities
• Build scalable AI adoption programs, including employee training materials, usage standards, internal communities of practice, and AI champion networks
• Partner with Architecture and Data teams to improve data quality, knowledge management, taxonomy, and content readiness to support effective AI outcomes
• Define and track measurable success metrics for AI initiatives, including productivity improvements, workflow efficiency, adoption rates, cost avoidance, and user experience enhancements
• Oversee the AI enablement portfolio, ensuring projects move from pilot stages into sustainable, enterprise-supported operating models
• Collaborate with vendors, implementation partners, and internal stakeholders to evaluate technology solutions while minimizing unnecessary complexity and operational risk
• Prepare executive-level reporting, business cases, and roadmap updates for senior leadership and key stakeholders.

Director, AI Enablement

Executive Assistant

• Manage executive calendars, prioritizing time based on business needs and strategic objectives.
• Coordinate and support leadership and board meetings, including agendas, materials, and follow-ups to ensure alignment and execution.
• Manage executive communications by drafting correspondence, prioritizing requests, and triaging time-sensitive matters.
• Track key initiatives, action items, and deadlines, ensuring accountability and timely completion across stakeholders.
• Prepare presentations, reports, and materials to support executive decision-making and strategic planning.
• Coordinate travel arrangements, itineraries, and logistics, including occasional travel with executives as needed.
• Partner with leadership to support execution of strategic initiatives and cross-functional priorities.
• Identify opportunities to improve processes, communication, and operational efficiency across teams.