Description

• Proactively manage calendars, including scheduling and coordinating appointments and meetings. These include assisting with and coordinating broker planning meetings, communicating monthly and quarterly interim contingent statements and production results by broker, and sourcing, preparing, and sharing the data.
• Prepare and process expense reports accurately and promptly
• Manage Internal Agency Portal inclusive of admin rights and portal access.
• Assist with the preparation of presentations and documents for internal and external use- these include preparing monthly production meeting slides and helping to prepare for the account management meetings.
• Lead Agency Management Services and Coordination- back-end maintenance of agency profiles and contacts, coordination of codes and supplier agreements, and new producer appointment processes.
• Coordinate and manage special projects and events as assigned
• Order and maintain office supplies and equipment to support team operations