OVERVIEW:

The Executive Assistant provides support to EPIC’s Risk Management & National Specialties President. A successful candidate will have previous C-level support experience in a fast-paced, entrepreneurial environment. Responsibilities include managing calendars, coordinating travel internally and externally, event management, and preparing expense reports. To be successful in this role, you should be well-organized, have excellent time management skills and be able to act without guidance. You will contribute to the efficiency of our business by providing personalized and timely support to executive members. This is an in-person or hybrid role based in San Francisco, CA, with competitive pay and benefits, and other benefits.

ESSENTIAL DUTIES AND RESPONSIBLITIES:

• Experience working with high-level executives and managing highly sensitive, confidential information with complete discretion
• Exceptional ability to prioritize, streamline and monitor day-to-day transactions of a busy executive, monitor heavy and fluctuating calendar, high volume of calls, e-mails, and flow of communication
• May involve (or should expect to respond to) responding to urgent requests outside normal business hours.
• Ambassador for client relations / EPIC
• Coordinate internal and external meetings including but not limited to team meetings, full staff meetings, all hands meetings, off-site meetings, one-on-one meetings
• Excellent verbal and written communication skills; presents ideas clearly and concisely
• Effective listening skills, proactive, mindful
• Submit and reconcile expense reports for the RM President and other Practice Leaders.
• Coordinate domestic and international travel within EPIC’s travel policy. This may also involve coordinating complex travel arrangements for others within the practice, including clients.
• Team player capable of working in a way that reflects EPIC’s core values and principles of people first, innovation, respect, responsibility, adaptability, community, alignment, confidence, humility, and fun
• Liaise with executive / senior assistants to oversee requests and queries from senior managers
• Act as the point of contact for internal and external clients
• Attend mandatory internal training classes
• Lead special projects when requested

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:

• Set priorities and manage workflow for self to ensure all goals are met
• Interact with others effectively utilizing excellent communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Takes initiative and is discreet
• Project a professional image in action and appearance

KEY COMPETENCIES:

• Customer service-oriented with poise and professionalism
• Strong relationship management skills, ability to build a personal network throughout the company
• Advanced knowledge navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher, and Excel
• Strong attention to detail and time management skills
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently both with and without direct supervision
• Excellent problem-solving and decision-making skills
• Strong interpersonal communication skills, both written and oral

EDUCATION and / or EXPERIENCE:

• College degree preferred
• Executive Assistant experience required, ideally C-level executive
• Insurance Brokerage experience highly desirable
• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, PowerPoint, and Outlook
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to manage sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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