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Job Description
* Plan and coordinate events, education, and meeting conferences
Order materials and/or collaterals
- Create, copy, print, edit, and bind business-related materials including PowerPoint presentations and Word documents
- Create, edit, and distribute correspondence, mass mailings
- Pull, format, and distribute customer financial reporting
- Use Excel to combine and consolidate files for ad hoc reporting
- Coordinate Sales projects
- Process expense reports and complete business travel arrangements for management and GAA only
- Facilitate the preparation of presentations, proposal documents, and binders in response to prospective and renewal proposals
- Complete Custom Point open enrollment kit orders.
- Complete Cigna Tree of Life orders and track/maintain inventory as necessary
- Perform office management duties – mail, phones, security, facilities, parking, ordering office supplies, equipment servicing/maintenance, etc.
- Process external client and vendor expenses and reimbursements
- Attend and support external market events as needed.
- Manage local event ticket distribution with the Sales team
Job Requirements
- Bachelor’s Degree desirable or equivalent work expertise
- Prior Administrative experience preferred
- Expert PowerPoint and Excel skills
- Ability to prioritize and manage multiple tasks is required
- Flexibility to adapt to changing workflows
- Working with Sales Offers
