Executive Assistant, Underwriting
About the position
We are looking for an Executive Assistant within our Underwriting department! This role is crucial as it supports the Vice President of Underwriting with various executive-level administrative responsibilities. The ideal candidate will have the ability to work independently while managing multiple tasks, deadlines, and projects with accuracy amidst competing priorities. The position requires someone who can work efficiently and effectively in a fast-paced environment, demonstrating advanced skills in Word, Excel, PowerPoint, and database programs to pull reports, analyze, and report data. Attention to detail, effective communication, and a collaborative spirit are essential traits for success in this role. In this position, you will be responsible for presentation development, primarily within MS PowerPoint, report development and analysis, managing the executive's calendar, reconciling monthly expense reports, procuring travel arrangements, and managing travel itineraries. You will also assist the VP in managing the department's budget and occasionally work with a team. This position must be based within a commutable distance to our Granite Bay, CA office and allows telecommuting up to 2 days a week. The Executive Assistant will prepare content and analysis for graphs, spreadsheets, reports, proposals, and PowerPoint presentations with a high degree of accuracy and attention to detail. You will develop and maintain a system that alerts to upcoming deadlines on incoming and ongoing requests or events, schedule member and broker meetings as required, and coordinate agendas and deadlines for presentations and meetings. Additionally, you will plan and coordinate inter and intra-department meetings, record minutes when required, and coordinate department mass mailings and emailing among multiple databases as needed. Drafting correspondence, memos, manuals, and applications will also be part of your responsibilities, along with project coordination as directed. This role requires the ability to travel to other BETA offices, including some overnight travel, and may involve other duties and special projects as assigned.
Responsibilities
ย Support the Vice President of Underwriting with executive-level administrative tasks.
,
ย Prepare content and analysis for graphs, spreadsheets, reports, proposals, and PowerPoint presentations.
,
ย Develop and maintain a system to alert upcoming deadlines on requests or events.
,
ย Schedule member and broker meetings as required.
,
ย Coordinate agendas and deadlines for presentations and meetings.
,
ย Plan and coordinate inter and intra-department meetings and record minutes when required.
,
ย Coordinate department mass mailings and emailing among multiple databases.
,
ย Draft correspondence, memos, manuals, and applications.
,
ย Responsible for project coordination as directed.
,
ย Create and edit presentation materials, agendas, and meeting packets for company board meetings.
,
ย Assemble and prepare mailing lists for the Annual Report.
,
ย Assist with word processing projects and correspondence distribution.
,
ย Maintain filing and general organization of documents.
,
ย Demonstrate and support BETA's culture and core values.
,
ย Provide proper judgment in applying criteria to new and unusual problems.
,
ย Travel to other BETA offices as needed, including some overnight travel.
Requirements
ย High school education or G.E.D. required; Bachelor's degree preferred.
,
ย Minimum 5 years of executive administrative experience required.
,
ย Advanced skill level in Word, Excel, PowerPoint, and database entry.
,
ย Proven ability to independently manage multiple tasks and projects with competing priorities and deadlines.
,
ย Ability to review and prioritize communications and opportunities from external and internal sources.
,
ย Ability to stay focused, efficient, and effective in managing multiple priorities with a high degree of accuracy.
,
ย Proven ability to work independently to achieve accomplishments.
,
ย Dynamic, high-energy individual ready to support cross-functional coordination in a fast-paced environment.
,
ย Excellent judgment and decision-making skills.
,
ย Ability to learn how to use the companyยs data mining, underwriting, and file management software.
,
ย Insurance industry and/or financial experience preferred.
,
ย Excellent written and verbal communication skills.
,
ย High degree of organizational skills and very detail-oriented.
,
ย Professional phone etiquette.
Nice-to-haves
ย Experience in the insurance industry or financial services.
,
ย Familiarity with data mining and underwriting software.
Benefits
ย Competitive salary range of $80,000 to $90,000 annually depending on experience.
,
ย Telecommuting options available up to 2 days a week.
,
ย Comprehensive benefits package (details available on the company's benefits page).
Apply Now
We are looking for an Executive Assistant within our Underwriting department! This role is crucial as it supports the Vice President of Underwriting with various executive-level administrative responsibilities. The ideal candidate will have the ability to work independently while managing multiple tasks, deadlines, and projects with accuracy amidst competing priorities. The position requires someone who can work efficiently and effectively in a fast-paced environment, demonstrating advanced skills in Word, Excel, PowerPoint, and database programs to pull reports, analyze, and report data. Attention to detail, effective communication, and a collaborative spirit are essential traits for success in this role. In this position, you will be responsible for presentation development, primarily within MS PowerPoint, report development and analysis, managing the executive's calendar, reconciling monthly expense reports, procuring travel arrangements, and managing travel itineraries. You will also assist the VP in managing the department's budget and occasionally work with a team. This position must be based within a commutable distance to our Granite Bay, CA office and allows telecommuting up to 2 days a week. The Executive Assistant will prepare content and analysis for graphs, spreadsheets, reports, proposals, and PowerPoint presentations with a high degree of accuracy and attention to detail. You will develop and maintain a system that alerts to upcoming deadlines on incoming and ongoing requests or events, schedule member and broker meetings as required, and coordinate agendas and deadlines for presentations and meetings. Additionally, you will plan and coordinate inter and intra-department meetings, record minutes when required, and coordinate department mass mailings and emailing among multiple databases as needed. Drafting correspondence, memos, manuals, and applications will also be part of your responsibilities, along with project coordination as directed. This role requires the ability to travel to other BETA offices, including some overnight travel, and may involve other duties and special projects as assigned.
Responsibilities
ย Support the Vice President of Underwriting with executive-level administrative tasks.
,
ย Prepare content and analysis for graphs, spreadsheets, reports, proposals, and PowerPoint presentations.
,
ย Develop and maintain a system to alert upcoming deadlines on requests or events.
,
ย Schedule member and broker meetings as required.
,
ย Coordinate agendas and deadlines for presentations and meetings.
,
ย Plan and coordinate inter and intra-department meetings and record minutes when required.
,
ย Coordinate department mass mailings and emailing among multiple databases.
,
ย Draft correspondence, memos, manuals, and applications.
,
ย Responsible for project coordination as directed.
,
ย Create and edit presentation materials, agendas, and meeting packets for company board meetings.
,
ย Assemble and prepare mailing lists for the Annual Report.
,
ย Assist with word processing projects and correspondence distribution.
,
ย Maintain filing and general organization of documents.
,
ย Demonstrate and support BETA's culture and core values.
,
ย Provide proper judgment in applying criteria to new and unusual problems.
,
ย Travel to other BETA offices as needed, including some overnight travel.
Requirements
ย High school education or G.E.D. required; Bachelor's degree preferred.
,
ย Minimum 5 years of executive administrative experience required.
,
ย Advanced skill level in Word, Excel, PowerPoint, and database entry.
,
ย Proven ability to independently manage multiple tasks and projects with competing priorities and deadlines.
,
ย Ability to review and prioritize communications and opportunities from external and internal sources.
,
ย Ability to stay focused, efficient, and effective in managing multiple priorities with a high degree of accuracy.
,
ย Proven ability to work independently to achieve accomplishments.
,
ย Dynamic, high-energy individual ready to support cross-functional coordination in a fast-paced environment.
,
ย Excellent judgment and decision-making skills.
,
ย Ability to learn how to use the companyยs data mining, underwriting, and file management software.
,
ย Insurance industry and/or financial experience preferred.
,
ย Excellent written and verbal communication skills.
,
ย High degree of organizational skills and very detail-oriented.
,
ย Professional phone etiquette.
Nice-to-haves
ย Experience in the insurance industry or financial services.
,
ย Familiarity with data mining and underwriting software.
Benefits
ย Competitive salary range of $80,000 to $90,000 annually depending on experience.
,
ย Telecommuting options available up to 2 days a week.
,
ย Comprehensive benefits package (details available on the company's benefits page).
Apply Now