Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
Requirements
A GLIMPSE INTO YOUR DAY
Efficiently manages intricate schedules for the Regional Leadership Team.
Identifies schedule conflicts and proposes solutions to optimize time utilization.
Manages all incoming email, phone and mail correspondence for the Regional Leadership Team, including screening and directing appropriately, escalating urgent matters.
Anticipates the needs of the executives for meetings and presentations.
Prepares agendas, gathers, and organizes meeting materials, and ensures logistics are arranged.
Takes clear and concise notes during meetings and distributes them promptly to attendees.
Manages and oversees assigned projects, ensuring timely completion and adherence to deadlines.
Develops and maintains efficient filing and tracking systems for documents and other information.
Identifies and proposes efficiencies in existing workflows, and develops streamlined, efficient workflows for new tasks.
Manages and books travel arrangements/itineraries including, but not limited to flights, hotels, car rentals, and other logistical support as needed.
Manages expense reports and ensures timely reimbursement.
Composes clear, concise, and professional correspondence on behalf of the Regional Team.
Maintains strict confidentiality and exercises discretion concerning all sensitive information and business matters, even when working with the assigned Regional Team.
Coordinates Producer hire process: including recruiting timelines, follow-ups and IT coordination up to and through the date of hire.
Coordinates Regional meetings (i.e. monthly, quarterly, and annual events) as needed.
Procures regional branded/client facing products, and facility needs.
Performs other projects, duties, and tasks, as assigned.
Special projects and other duties as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
High school diploma or equivalent required. Bachelor's degree or equivalent experience in a relevant field preferred.
Minimum of 3-5 years' experience as an Executive Assistant or similar role.
Previous experience in the insurance industry is ideal.
Ability to quickly learn and adapt to new technology and software programs.
Strong organizational, time management, and prioritization skills.
Excellent communication (written and verbal) and interpersonal skills.
Ability to work independently with minimal supervision and exercise sound judgment.
Proactive and resourceful with a positive and professional demeanor.
Ability to utilize discretion and maintain confidentiality.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) with a strong understanding of advanced features.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
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Note: The above is not all encompassing of the full position description.
Relationinsurance · Fresno, CA