Business Operations Coordinator

2 weeks ago

Minneapolis, Minnesota, United States Lockton Companies Full time

About Lockton Companies: Lockton is the largest privately held independent insurance brokerage globally. Our independence has empowered us to serve our clients effectively, care for our employees, and contribute positively to our communities since 1966.

Position Overview: We are seeking a dedicated Executive Assistant to support our team in delivering exceptional service and innovative solutions. This role is integral to our operations, ensuring that our executives can focus on strategic initiatives.

Your Key Responsibilities:

  • Draft and prepare various forms of correspondence, reports, and internal documents to assist in business development activities.
  • Conduct thorough research on potential clients and create executive summaries to inform strategic decisions.
  • Manage data entry for contacts and prospects, and execute mail merges for marketing initiatives.
  • Perform follow-up communications to confirm receipt of information.
  • Independently coordinate responses to requests for proposals (RFPs) utilizing both internal and external resources.
  • Proactively manage daily correspondence, including mail and email, ensuring timely responses to urgent matters.
  • Regularly meet with executives to provide updates on ongoing projects and assignments.
  • Oversee the production reports related to new business for the executive team.
  • Maintain organized files of correspondence and other essential records.
  • Answer phone inquiries, providing information or directing calls as necessary.
  • Plan and organize conferences and meetings effectively.
  • Manage CRM systems to track interactions and support the executive team.
  • Coordinate travel arrangements and business appointments for assigned executives.
  • Maintain calendars and assist in preparing for upcoming meetings.
  • Process expense reports with attention to detail and ensure timely reimbursements.
  • Uphold confidentiality regarding sensitive information.

Qualifications:

  • Bachelor's degree in marketing, business administration, or a related field is preferred.
  • A minimum of two years of experience in executive-level support or similar administrative roles within a corporate setting.
  • Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Access.
  • Advanced skills in email and calendar management systems.
  • Experience with CRM systems, preferably Salesforce.
  • Strong organizational and time management abilities to prioritize tasks effectively.
  • Excellent verbal and written communication skills, with a firm grasp of the English language.
  • Ability to handle multiple tasks simultaneously and adapt quickly to changing priorities.
  • Willingness to travel as required for business purposes.

Our Commitment: At Lockton, we are dedicated to fostering an inclusive culture where diversity is celebrated. We believe that our strength lies in our differences, and we strive to create an environment where everyone can thrive.

Join Us: We empower our employees to be their authentic selves and provide opportunities for professional growth and development. Your success is our success.

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