Event Coordinator
4 weeks ago
Sonoma Financial & Insurance Services is seeking a highly organized and detail-oriented individual to support the coordination of seminars and events. The ideal candidate will possess excellent communication skills, be able to multitask, and have a strong ability to work independently.
Key Responsibilities:
Greet and welcome clients for scheduled appointments
Manage calendars and appointments for supervisors
Coordinate and implement projects, including public relations, special events management, and mass mailings
Plan and organize dinner presentations and necessary resources
Track product sales and costs by analyzing and entering sales, expense, and new business data
Prepare reports by collecting, analyzing, and summarizing sales data
Manage deadlines and projects, including client events and seminars
Schedule new clients and follow up with prospective/potential clients
Contribute to office goals by accomplishing tasks and maintaining a team mentality
Utilize multiple computer applications simultaneously to complete tasks
Impute and format data and upload corresponding documents into company database
Maintain files and handle correspondence
Assist with new business applications and policy deliveries
Ensure office supplies and conference room are neat, stocked, and ready for each day
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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