Executive Assistant and Office Manager

Joining Our Team:

Employee Benefits International is an insurance brokerage and consulting firm where employees enjoy working in an environment that strikes the perfect balance between working autonomously but also within a friendly and collaborative environment.

We are boutique in size, which means every team member has the opportunity to make an indelible impact on the company.

We have structured 30-day check-ins with each team member to provide accolades for achievements and an opportunity for feedback from you on where you may need more training.

In addition to monthly team lunches, we also have quarterly team outings that range from quirky (bowling, escape rooms) to community outreach and giving-back campaigns.

Rock stars see quick and meaningful advancement and we willingly invest with career development of our employees.

SUMMARY: This position provides administrative support for the company operations and provides general accounting support and is the Executive Assistant to the CEO.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

Executive Assistant to CEO:

• Provide general support, manage calendar, coordinate meetings, monitor phone calls
• Maintain receipts & records
• Plan events and travel
• Professionally interact with others on CEO's behalf
• Prepare, edit and proof documents, presentations and publications

Assist Manager of Finance & Administration:

• Download, file, and scan monthly carrier commission statements, data entry of commission in system, commission tracking & reporting as needed
• Monitor credit card transactions and reconcile receipts
• Routine updates in CRM system
• Assist with SmartSheet builds and maintenance

General Office Duties:

• Greet visitors, determine their needs, confirms appointments, and direct them to the proper person or office
• Answer phones & relay calls, maintain the company phone system
• Review and route incoming and outgoing mail; Prepare, send, and track outgoing shipments and receive incoming shipments
• Review inbound virtual faxes and route to appropriate staff member, send outgoing faxes
• Maintain kitchen, copy/supply room, and conference rooms to a clean, stocked, and orderly condition
• Monitor, maintain and order marketing supplies
• Boardroom set-up for meetings
• Track and order office equipment and supplies
• Liaison for facility relations; internet, copy machine, kitchen/office supplies, building maintenance, shredding, conference line service, etc.
• Prepare printed materials for internal/external presentations and meetings as requested
• Assist with carrier licensing and appointments as needed

EBI CORE VALUES

THIRST FOR GROWTH

WE CONTINUOUSLY EXPAND OUR KNOWLEDGE AND SKILLSET, TO SERVE OUR CLIENTS BETTER AND BE BETTER TEAM MEMBERS

EDUCATE TRANSPARENTLY

WE TRANSFER KNOWLEDGE, SHARE OUR INSIGHTS, AND EDUCATE OTHERS TO HELP THEM REDUCE COSTS AND IMPROVE LIVES.

RELENTLESSLY PURSUE SOLUTIONS

WE BREAK THE MOLD TO MAKE THINGS BETTER AND DISCOVER NEW OPPORTUNITIES THAT OTHERS DON'T KNOW ABOUT

SUPPORT EACH OTHER SUCCESS

WE ALIGN OUR VALUES AND GOALS WITH THAT OF OUR TEAM AND OUR CLIENTS. WE'RE WILLING TO MAKE A SACRIFICE FOR SOMEONE ELSE AND WE ARE NOT THREATENED WHEN OTHERS HELP US

COMMUNICATE GENUINELY

WE COMMUNICATE TO AND ABOUT OTHERS WITH AUTHENTICITY, INTEGRITY, AND COMPASSION