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.