Lockton Companies
Executive Assistant
Lockton Companies, Minneapolis, Minnesota, United States, 55400
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.Business unit
Founders SeriesSchedule
Full-timeJob type
StandardWorkplace
In OfficeYour Responsibilities
Description:Composes and prepares a variety of correspondence, reports, and internal documents in support of producer existing and new business development activities.Conduct research of prospective companies and prepare executive prospect summaries.Perform data entry of contacts/prospects and perform mail merges for marketing mailings.Conduct follow-up calls to ensure information was received.Independently coordinates the production of responses to requests for proposals (RFP’s) using internal and external resources.Receives, reads and is proactive in handling daily mail and email as directed by producer, and initiates action on items requiring immediate attention.Meets with producer as needed to provide update on current work assignments.Manages the new business production reports for producer.Maintains files of correspondence and other records.Answers telephone, answers questions or refers calls to appropriate department or individual.Plans conferences and meetings.Actively manages CRM or related systems for producer.Makes travel arrangements and various business appointments for assigned producers.Keeps calendar of appointments and suspense systems for producers as requested. Proactively helps producer manage preparations for upcoming meetings.Process expense reports using knowledge of client/prospect activity and ensure timely reimbursement to the Producer.Protects the confidentiality of information learned by performing the duties of the position.Qualifications
Qualifications:Bachelor’s degree in marketing, general business or equivalent education or experience preferred.Two years professional experience performing executive-level sales support or similar administrative experience in a corporate environment.Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint and Access.Advanced skills with email and calendar systems such as Outlook.Experience with internet, including knowledge of LinkedIn, Facebook and other social media for the purposes of professional networking.Experience using a CRM system such as Salesforce (preferred).Ability to organize and prioritize work and to meet deadlines.Organizational and time management skills to prioritize busy workload to meet time-sensitive deadlines.Strong verbal, written, analytical and interpersonal skills.Firm, fluent grasp of the English language with high level verbal, written, listening, and interpersonal skills to interact with associates at all levels of responsibility.Demonstrated ability to instill confidence and comfort with co-workers.Ability to make decisions in compliance with established company standards of quality performance and service.Appropriately assertive personal presence to interface with clients, associates and other individuals, in both one-on-one and group situations, representing Lockton in the highest professional manner.Strong value of service to others.Ability to perform simultaneous multiple tasks with ability to respond and refocus quickly.Ability to travel by automobile and aircraft and to stay for more than one day and night in commercial lodging facilities.Ability to complete continuing education requirements as needed.Ability to attend company, department, and team meetings as required, including industry training sessions.Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information.Ability to efficiently organize work and manage time in order to meet deadlines.Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.Ability to work on a computer for a prolonged amount of time.Ability to work outside of normal business hours as needed.Legally able to work in the United States.Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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you belong here.Business unit
Founders SeriesSchedule
Full-timeJob type
StandardWorkplace
In OfficeYour Responsibilities
Description:Composes and prepares a variety of correspondence, reports, and internal documents in support of producer existing and new business development activities.Conduct research of prospective companies and prepare executive prospect summaries.Perform data entry of contacts/prospects and perform mail merges for marketing mailings.Conduct follow-up calls to ensure information was received.Independently coordinates the production of responses to requests for proposals (RFP’s) using internal and external resources.Receives, reads and is proactive in handling daily mail and email as directed by producer, and initiates action on items requiring immediate attention.Meets with producer as needed to provide update on current work assignments.Manages the new business production reports for producer.Maintains files of correspondence and other records.Answers telephone, answers questions or refers calls to appropriate department or individual.Plans conferences and meetings.Actively manages CRM or related systems for producer.Makes travel arrangements and various business appointments for assigned producers.Keeps calendar of appointments and suspense systems for producers as requested. Proactively helps producer manage preparations for upcoming meetings.Process expense reports using knowledge of client/prospect activity and ensure timely reimbursement to the Producer.Protects the confidentiality of information learned by performing the duties of the position.Qualifications
Qualifications:Bachelor’s degree in marketing, general business or equivalent education or experience preferred.Two years professional experience performing executive-level sales support or similar administrative experience in a corporate environment.Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint and Access.Advanced skills with email and calendar systems such as Outlook.Experience with internet, including knowledge of LinkedIn, Facebook and other social media for the purposes of professional networking.Experience using a CRM system such as Salesforce (preferred).Ability to organize and prioritize work and to meet deadlines.Organizational and time management skills to prioritize busy workload to meet time-sensitive deadlines.Strong verbal, written, analytical and interpersonal skills.Firm, fluent grasp of the English language with high level verbal, written, listening, and interpersonal skills to interact with associates at all levels of responsibility.Demonstrated ability to instill confidence and comfort with co-workers.Ability to make decisions in compliance with established company standards of quality performance and service.Appropriately assertive personal presence to interface with clients, associates and other individuals, in both one-on-one and group situations, representing Lockton in the highest professional manner.Strong value of service to others.Ability to perform simultaneous multiple tasks with ability to respond and refocus quickly.Ability to travel by automobile and aircraft and to stay for more than one day and night in commercial lodging facilities.Ability to complete continuing education requirements as needed.Ability to attend company, department, and team meetings as required, including industry training sessions.Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information.Ability to efficiently organize work and manage time in order to meet deadlines.Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.Ability to work on a computer for a prolonged amount of time.Ability to work outside of normal business hours as needed.Legally able to work in the United States.Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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