Prepare and process insurance binders, contracts, endorsements, and related documents. Draft, type, and proofread correspondence, ensuring accuracy in spelling and grammar.
Process insurance contract invoices and assist with ongoing invoice and expense processing.
Manage the CEO’s calendar, coordinating meetings with clients, internal teams, and external partners.
Arrange travel logistics for the CEO, including air transportation, hotel accommodations, and rental cars.
Handle incoming and outgoing communications, including phone calls, emails, and deliveries, on behalf of the CEO. Screen calls and visitors, ensuring timely responses and efficient routing of inquiries.
Coordinate events, including scheduling meeting rooms and ensuring all logistical arrangements are made.
Provide exceptional administrative support to underwriters, preparing quotes, policies, binders, and other key documents as needed.
Actively participate in resolving technical queries from brokers and internal departments promptly.
Oversee data capture in internal underwriting systems and loss modeling tools. Enter data into spreadsheets and databases, ensuring accuracy and proper documentation.
Produce ad-hoc internal and external reports, utilizing analytical skills to provide valuable insights for decision-making.
Assist with managing the invoicing and payment process, tracking progress, and ensuring timely receipt. Process travel reimbursements, invoice payments, and other expenses.
Track and reconcile expenses, ensuring compliance with budgets and internal policies.
Manage account clearance and KYC processes, ensuring compliance with regulatory requirements and internal standards.
Ensure strict adherence to internal process documentation, mitigating risks and promoting best practices in operations.
Lead assigned projects and change management initiatives, demonstrating a proactive approach in driving successful outcomes.
Collaborate with teams to ensure smooth execution of process improvements and operational projects.
Scan and file administrative documents, such as insurance policies, licenses, audit documentation, and other critical records.
Maintain accurate and up-to-date records, ensuring compliance with company standards and regulatory requirements.
Participate in meetings with the CEO and other key stakeholders, preparing meeting notes and action items.
Coordinate administrative activities as needed, ensuring all tasks are completed in a timely and organized manner.
Act as the go-to person for office management and procurement, including overseeing office supplies, managing inventory, coordinating office equipment maintenance, and liaising with vendors for necessary purchases.
Ensure timely ordering of office materials and maintain relationships with suppliers to ensure cost-effective procurement solutions.
Embrace additional ad-hoc duties and special projects as assigned, demonstrating flexibility and a willingness to contribute to the team’s success.
Work independently and as part of a team to meet organizational goals
