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Business Administrative Assistant
Hub International Ltd
Sandy, UT, United States
Job Details - this job has expired, please see similar jobs below
Employment: Full Time (40 hours per week, 8:00 am-5pm Monday-Friday)
Start Date: ASAP
The Administrative Assistant will play an essential role in on-boarding new clients and managing prospects. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy. This role will report directly to the Executive Vice President/Utah Market Leader.
WHAT YOU WILL DO:
The primary responsibility of this position is to provide administrative support and oversight to our Sales Advisors by organizing and ensuring proper completion of all new client paperwork, on-boarding new clients, and managing our CRM data base.
Perform general administrative and support functions for the sales team including maintaining client/prospect files, preparing paperwork, scheduling appointments, copying materials, faxing and overnight shipping documents
• Managing 6 advisors calendars, keeping them organized and prepared for each day
• Preparing and managing appointment agendas, prepping for appointments, taking notes in sales meetings, and ensuring all follow items are completed.
• Be able to proactively anticipate issues/problems and have a high sense of urgency in working towards solutions
• Ensure office procedures are followed
• Set up client/prospect files correctly and obtain necessary information
• Arrange travel and expense tracking as needed
• Various miscellaneous tasks as assigned
WHAT WE ARE LOOKING FOR:
• High-degree of professionalism
• Outstanding customer service skills
• Intermediate level in all Microsoft products
• Be well-organized, and self-motivated, hardworking and positive attitude
• 1-3 years of administrative assistant or similar role support role
• 1 year experience working for a Health Insurance Broker or Insurance Company
• Have critical thinking skills and the ability to resolve conflict
• Self-motivated with the ability to work independently to complete projects on time without daily supervision
• Attention to detail and ability to organize complex information neatly and accurately
• Accuracy, timeliness and strong organization skills essential
• Confidentiality of information is critical
• Thrive in a fast-paced environment while managing multiple tasks and projects