What are the responsibilities and job description for the Executive Assistant position at The Demarco Group?
Job Description
We are seeking a highly organized and proactive Executive Project Coordinator to provide comprehensive support to the President of our Greater Los Angeles office and a Producer, SVP based in Los Angeles. The Executive Project Coordinator will play a crucial role in ensuring the smooth operation of the president’s daily projects, coordinating follow-ups, and handling communications with clients and stakeholders. The ideal candidate will possess excellent communication, technology systems, and interpersonal skills, be detail-oriented, and thrive in a fast-paced environment. This is an exciting opportunity to join a dynamic team and contribute to the success of a top-tier insurance brokerage firm.
Responsibilities
Prepare meeting agendas, gather necessary documents or reports, and ensure everything is prepared as well as following up and deliverable tracking.
Client Service. Review incoming client requests and track the timely/appropriate responses.
Client Satisfaction. Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer.
Client Retention Strategies: Assist in client retention strategies, coordinating that services are organized and prepared before deadlines.
Client Relationship Management (CRM) Software: Manage CRM software, updating client records, tracking interactions, and generating reports to help analyze client data and trends.
Content Administration: Manage the distribution of content such as white papers and news articles to potential prospects through mass email campaigns.
Organize Internal Team Meetings: Schedule and coordinate internal team meetings, including setting up agendas, sending out invitations, booking meeting rooms, and recording meeting minutes.
Submit Expense Reports: Responsible for preparing and submitting expense reports ensuring all expenses are accurately documented and submitted in a timely manner.
Manage Travel Communication: During travel days, help manage communication with clients, colleagues, and other stakeholders to ensure continuity in executives absence.
Clerical Support: Manage miscellaneous clerical tasks as required.
Position qualifications
