Marketing Assistant

Vermont Mutual
Montpelier, VT Full Time
POSTED ON 10/4/2021 CLOSED ON 11/1/2021

What are the responsibilities and job description for the Marketing Assistant position at Vermont Mutual?

JOB SUMMARY:

Perform a broad range of clerical and administrative assistance to the Marketing Department, and senior company executives/management as needed. Perform a variety of clerical and administrative support tasks associated with processing agent contracts and licenses, maintaining agent records and files and providing company staff with up-to-date information on agents. Assist Executive Assistant in key receptionist duties for the company.

DUTIES & RESPONSIBILITIES:

  • Process requests for new, renewal and termination of agency and producer licenses.
    • Appoint/Terminate in State website and enter into AS 400 and I Now.
  • Set up new agency appointments, process agency changes/terminations.
    • Marketing file in AS 400 and I Now.
  • Maintain Producer Profile database utilizing the NIPR alerts received monthly.
  • Coordinate and assist with Marketing Meetings, Golf Outings, Boot Camps, PL Council, CE Classes, Webinars and other Independent Agent events.
  • Distribute marketing bulletins through Constant Contact.
  • Back-up and assist other departmental staff with various clerical/technical tasks.
  • Maintain conference room calendars.
  • Meet with Vendors to order branding merchandise.
  • Monitor e-mails that come in to company general mailbox and distribute to appropriate department for processing.
  • Calculate quarterly contingent bonuses for specific agents and send payments.
  • Make travel arrangements for Marketing VP and others as needed.
  • Back up and assist Executive Assistant with key office reception functions, answering phones, greeting visitors, and either answering their questions or directing them to the appropriate person.
  • Perform various clerical duties: Prepare, proof, photocopy and distribute a variety of printed materials using computer word processing programs, involving the design/set-up/formatting of reports, manuals, forms, and other special documents.
  • Observe a high level of confidentiality and discretion.
  • Performs other duties or special projects as required or as assigned.


SUPERVISION RECEIVED:

Minimal supervision is received from the Vice President Marketing.


QUALIFICATIONS:

  • Associate’s degree in an appropriate discipline, plus two to four years of relevant administrative experience, or a combination of education and experience from which comparable knowledge and skills are acquired.
  • Excellent typing, spelling, filing, reception and other general office skills.
  • May require occasional travel.
  • Proficient with Microsoft Word, Excel, PowerPoint, and Outlook.
  • Good basic reading, writing, and math skills. Some relevant experience working with computerized filing systems; Image Right and OneNote experience preferred.
  • Proven ability to maintain high standards of discretion and judgment in dealing with confidential information.
  • Good organization and time management skills.
  • Ability to deal courteously and effectively with a variety of company personnel, agents and individuals calling or visiting the company.


PHYSICAL DEMANDS/WORKING CONDITIONS

  • Predominantly sedentary office position in a professional setting with high frequency of keyboarding/computer work and moderate phone use.
  • The physical demands are minimal and typical of similar jobs in comparable organizations.
  • The work environment is representative and typical of similar jobs in comparable organizations.
  • Occasional lifting up to 25 pounds.
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