Executive Business Administrator

The Executive Business Administrator will provide administrative support to various Sales Producers and Unit Managers. This role is currently hybrid with remote and in-office days.

RESPONSIBILITIES INCLUDE:

· Composes and prepares a variety of correspondence, reports, and internal documents in support of producer 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 individual producers and unit managers; initiates action on items requiring immediate attention.

· Meets with producers and unit managers as needed to provide update on current work assignments.

· Manages the new business production reports for select producers.

· Maintains files of correspondence and other records.

· Answers telephone, answers questions, or refers calls to appropriate department or individual.

· Plans conferences and meetings.

· Makes travel arrangements and various business appointments for assigned producers.

· Keeps calendar of appointments and suspense systems for producers as requested.

· Process expense reports using knowledge of client/prospect activity and ensure timely reimbursement to the Producers and Unit Managers.

· Protects the confidentiality of information learned by performing the duties of the position.

OTHER RESPONSIBILITIES

· May perform public relations work for producers and unit managers, including coordinating special events, luncheons, and seminars.

· Coordinates the purchase and distribution of holiday gifts for clients and greeting card mailings.

· May attend client/prospect meetings or social events with Producers and Unit Managers to assist as requested.

· Occasional travel to other Lockton offices and offsite locations if needed.

· Provide technical writing support for blog updates, various social media, and online sites in support of Producer activity.

· May be some minimal personal assistance for producers when requested.

· This is a hybrid position with a mandatory expectation of three in-office days per week.

· Thrives in a collaborative team environment, contributing positive energy and shared momentum toward collective success.

· Bachelor’s degree in marketing, general business, or equivalent education/experience preferred.

· Five to seven 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.

· 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.

· 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; represent Lockton in the highest professional manner.

· Strong value of service to others.

· Ability to multi-task 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.

· Legal right to work in the United States.

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 13,100 Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

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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