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Personal Assistant

IFC Benefit Solutions, Inc. Fort Worth ,TX
  • Expired: 11 days ago. Applications are no longer accepted.
Job Description

JOB DESCRIPTION

Personal Assistant to Founder & President

Perform various assigned duties to work directly with the founder and president of the company to increase his workflow and efficiency. This includes but is not limited to clerical, organizational, support duties that will vary as needs change in a fast pace office environment.

 

DUTIES & RESPONSIBILITIES:

  • Keep president/broker organized, prepared, update and on track with his busy schedule

  • Update changes in database and mailing lists. Keeping contract organized and current

  • Proof reading owner’s correspondence

  • Prepare various spreadsheets as directed, PowerPoint slides

  • Monitor carrier supplies and re-order as needed

  • Also assist the owner to ensure that employee websites and online enrollment setup are accurate and on time

  • Prepare & print client/prospect proposals and presentations, benefit summaries, and employee communication pieces

  • Monitor owners’ emails for action items and send to other team members as needed

  • Create new client files and enter new client data in database system

  • Support routine plan administration on enrollment system and data

  • Schedule and participate in internal and external meetings, as directed for owner

  • Open, sort, process, and distribute mail

 

KNOWLEDGE, SKILLS, & ABILITIES:

  • Ability to clearly communicate, verbally and in writing, in the English language

  • Ability to professionally interact with the office, insurance carrier representatives, vendors, and prospects/clients

  • Clear understanding and desire to render excellent customer service

  • Skilled in the use of various computer software packages, including Microsoft Office (Word, Excel, Outlook, PowerPoint, Publisher), 10 Key and social media

  • Skilled in various databases. (we utilize the Gen4 and Zywave Agency Management System)

  • Willingness to undergo database training and keep up to date on agency software

  • Ability to learn and to increase knowledge, duties, and responsibilities

  • Ability to work overtime, and ability to travel for client and carrier meetings, as needed.

 

CREDENTIALS & EXPERIENCE:

  • High school diploma or equivalent. College preferred.

  • Valid driver’s license

  • 1 or more years’ or experience in as a personal assistant having clerical/administrative duties

We are seeking a Personal Assistant to work directly with the founder and president of the company! IFC Benefit Solutions, Inc. is an award-winning 33-year old boutique size benefit firm run by an “active” owner/broker specializing in Employee & Executive Benefits and HR Solutions to small and large group clients and individuals located in the Mid-Cities between Fort Worth and Dallas.

 

Company Description
We are an award-winning 33-year old boutique size benefit firm run by an “active” owner/broker specializing in Employee & Executive Benefits and HR Solutions to small and large group clients located on the in the Mid-Cities.

IFC Benefit Solutions, Inc.

Why Work Here?

Awesome professional work environment with a long term established family benefit firm.

We are an award-winning 33-year old boutique size benefit firm run by an “active” owner/broker specializing in Employee & Executive Benefits and HR Solutions to small and large group clients located on the in the Mid-Cities.

Address

Fort Worth, TX
USA

Website