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.