Executive Assistant to Towne Benefits President

Join us at Towne Insurance! Your career. Your future. Your Towne.

Towne Insurance is hiring an executive assistant to support the President of Towne Benefits. This position will be responsible for a broad and complex group of responsibilities and provide administrative support to the President. The executive assistant will act on behalf of the Executive in a manner that reflects the priorities, mission, goals, and values of Towne Benefits and Towne Insurance. 

About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

• Reviews and evaluates all requests and communications forwarded to the Executives and where appropriate, summarizes, prepares responses and/or redirects to appropriate channel 
• Manages day-to-day operations of the office and floor 
• Reviews bills for payment and prepares the monthly reconciliation of the Executive’s expense cards 
• Prepares agenda for monthly meetings and takes minutes; follows up with issues requiring response or action as needed 
• Manages and coordinates calendars and emails 
• Coordinates meetings and functions by determining dates, scheduling rooms, preparing meeting handouts and arranging catering 
• Supports any acquisition projects by working with members of the acquisition team to complete documentation and perform other activities as requested by the team 
• Coordinates travel for the Executive and other Towne Benefits employees, as requested 
• Processes and prepares sponsorship requests for Executive approval 
• Scrubs prospects in various systems, as requested 
• Checks for and sends out all business associate agreements (BAAs) monthly 
• Anticipates problems, critical issues, and opportunities as they arise and advises the Executive accordingly 
• Handles confidential matters with discretion 
• Completes all other general administrative duties, including electronic filing and file maintenance of carrier contracts 
• Assists other members of the Benefits management team on an “as needed” basis 
• Performs all other duties as assigned 
• Obeys all applicable federal laws, rules, and regulations relating to HIPAA, Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA) 

Measures of Success:  

• Supporting the Executive in such a manner that they are able to more effectively perform their job and responsibilities 
• Annual review from the President 

Skills and experience you’ll need: 

• Proven ability to independently perform duties with confidentiality, integrity, and accuracy 
• Demonstrated ability to evaluate situations, exercise independent judgment and make recommendations/ decisions as necessary 
• Possess skills of tact, poise, and diplomacy in high profile office setting 
• Ability to create presentations in KeyNote and PowerPoint 
• Excellent time-management, prioritization, and organizational skills   
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook 
• Demonstrated experience managing a complex calendar 
• Flexible as demands and priorities change 
• Ability to exercise discretion, confidentiality and judgment in dealing with sensitive issues 
• Ability to interpret and apply policies and guidelines effectively and accurately 
• Strong oral and written communication skills 
• Excellent customer service skills and telephone manners

Bonus points if you have: 

• Four-year college degree 
• Active life and Health license  
• Advanced user of Microsoft Office Suite  
• Independent insurance agency experience 
• Five years of Administrative/Executive Assistant experience preferred   

What we offer: 

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including: 

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Employee discounts
• Identity theft protection
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities

Serving Others. Enriching Lives. 

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals. 

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.

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