Seminar Coordinator

1 month ago


Santa Rosa, United States Sonoma Financial & Insurance Services Full time

Job Description

Job Description

Job Description Sonoma Financial & Insurance Services is looking for an individual who desires a fast-paced work environment where quick thinking and problem-solving skills are needed to adapt to various situations. This job requires a self-motivated individual who can manage their time and prioritize their workload. A seminar coordinator must possess the ability to provide a friendly and hospitable environment to all clientele in the office and at client functions.

This job requires working 2-4 evening dinner seminars a month. Job Responsibilities: ·

Welcoming current and prospective clients for their scheduled appointments ·

Answering and routing telephone calls, and assisting caller's needs ·

Preparing office materials accurately, including but not limited to: making copies, printing, labeling, and organizing ·

Managing supervisor's calendars and appointments ·

Coordinating and implementing projects with responsibilities that include, but are not limited to: public relations, special events management, and mass mailings ·

Planning and organizing dinner presentations and all necessary resources ·

Tracking product sales and costs by analyzing and entering sales, expense, and new business data ·

Preparing reports by collecting, analyzing, and summarizing sales data ·

Managing deadlines and projects, including but not limited to, client events and seminars ·

Scheduling new clients and following up with

prospective/potential

clients ·

Contributing to office goals by accomplishing tasks and maintaining a team mentality ·

Using multiple computer applications simultaneously to complete tasks ·

Imputing and formatting data and uploading corresponding documents into company database ·

Maintaining files and handling correspondence ·

Assisting with new business applications and policy deliveries ·

Ensuring office supplies and conference room are neat, stocked, and ready for each day Job Requirements: ·

Proven work experience in an office setting ·

Preferably a college degree ·

Proficient in Microsoft office (Word, Excel, and Outlook) ·

Excellent written and verbal communication skills ·

Maintain a high level of professionalism (behavior and appearance) ·

High school diploma Skills Required: ·

Critical thinking and problem solving ·

Phone Etiquette and discretion ·

Self-motivated and organized ·

Time management and multi-tasking ·

Public relations and public speaking Salary Dependent Upon Experience

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