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Operations Team Coordinator

3 months ago

Blue Ash, United States Vaco Full time
  • Oversee COI process and work closely with insurance vendor in collaboration with national accounts team.
  • Assist field support team with on-site meeting pre planning to include pulling KPI's and financial data.
  • Pulling financial data for peer performance groups on a quarterly basis.
  • Assist with franchise renewal, transfer and closing documents. Responsible for sending out documents as directed by your supervisor.
  • Convert LOU's to Adobe and send out for required signatures.
  • Answer incoming telephone calls.
  • Provide assistance with planning Region workshops.
  • Back up the business office administrator as needed.
  • Other responsibilities assigned as needed
QUALIFICATIONS
  • Enthusiastic, goal oriented, organized, dedicated, focused, and driven individual
  • Track record of hard work, office management, administrative, or assistant experience with a high degree of excellent customer service
  • Computer literate (Microsoft Office and Google Suite) and Internet savvy
  • Adobe and QuickBooks knowledge preferred
  • Strong phone, written and verbal communication skills
  • Organized, detail-oriented, responsive and customer focused with solid process orientation
  • Able to adapt to demanding business environment and changing business priorities; and able to perform outstanding work under compressed time pressures
  • Ability to work well in a team environment, as well as independently
  • High School Diploma or General Education Degree (GED), some college preferred
Desired Skills and Experience

Oversee COI process and work closely with insurance vendor in collaboration with national accounts team.
Assist field support team with on-site meeting pre planning to include pulling KPI's and financial data.
Pulling financial data for peer performance groups on a quarterly basis.
Assist with franchise renewal, transfer and closing documents. Responsible for sending out documents as directed by your supervisor.
Convert LOU's to Adobe and send out for required signatures.
Answer incoming telephone calls.
Provide assistance with planning Region workshops.
Back up the business office administrator as needed.
Other responsibilities assigned as needed

QUALIFICATIONS
Enthusiastic, goal oriented, organized, dedicated, focused, and driven individual
Track record of hard work, office management, administrative, or assistant experience with a high degree of excellent customer service
Computer literate (Microsoft Office and Google Suite) and Internet savvy
Adobe and QuickBooks knowledge preferred
Strong phone, written and verbal communication skills
Organized, detail-oriented, responsive and customer focused with solid process orientation
Able to adapt to demanding business environment and changing business priorities; and able to perform outstanding work under compressed time pressures
Ability to work well in a team environment, as well as independently
High School Diploma or General Education Degree (GED), some college preferred