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Executive Assistant

2 months ago

Saint Louis, United States Charles Avery Farmers Agency Full time $35,000 - $45,000
Job DescriptionJob Description

Join The Avery Agency, a growing agency located in Saint Louis, Missouri, as our new executive assistant. We are looking to grow into the #1 agency in the Missouri market for insurance. At our agency, we value growth, hard work, and high-quality service. Your role will be essential in supporting our team and ensuring the smooth functioning of day-to-day operations. The ideal candidate is honest, trustworthy, detail-oriented, task-oriented, and willing to work extra hours if needed. We are seeking a proactive individual who is excited to contribute to our success and grow with us. Pay is dependent on experience. Frequent raises may be offered as well as bonus opportunities.


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities


Responsibilities

Coordinate/manage: schedules, appointment setting, agency meetings, reminders, and more for the agency owner and our producers as needed.

Handle certain inbound calls from current clients or prospects with care as instructed.

Assisting with agency CRM systems on a day-to-day basis.

Performing minor accounting duties.

Helping onboard new employees and overseeing general onboarding miscellaneous tasks such as coordinating with individual employees on completing certain CAST tasks.

Documenting processes, scripts, and procedures for the agency, such as step-by-step onboarding task lists for new employees.

Maintaining comprehensive and accurate records.

Manage calls to vendors and suppliers.

Preparing data as daily reports to the agency owner and creating weekly data meeting reports for the agency.

Conducting meetings with producers to facilitate self-evaluation and introspection from failed or successful sales pitches or calls. Then, condensing the information and preparing a quicker meeting for the agency owner to further follow up on.

Engaging daily in marketing campaigns such as filling out mail for birthdays, thank you cards, quotes, and new prospecting mailers.

Running personal errands if needed.

Work independently without much supervision.

Assist in special projects, research, and presentations as needed by the executive team.

Obtain a property and casualty license to help manage current customers as needed. We will pay for your license.


Requirements

Experience: Proven work experience as an Executive Assistant or similar role.

Organizational Skills: Strong organizational and multitasking abilities to handle multiple priorities effectively.

Communication: Excellent verbal and written communication skills.

Discretion: Ability to handle confidential information with integrity and professionalism.

Detail-Oriented: Meticulous attention to detail and accuracy in all tasks.

Initiative: Proactive and self-motivated with the ability to take initiative and work independently.

Proficiency: Advanced knowledge of Microsoft Office Suite and other relevant software applications.