Southern Farm Bureau Casualty Insurance Company ยท 1 month ago
Executive Assistant II
Southern Farm Bureau Casualty Insurance Company is seeking an Executive Assistant II to support their insurance brokerage operations. This role involves leveraging AI and automation tools to enhance efficiency while managing various administrative tasks and responsibilities.
AppsFinancial ServicesInsuranceProfessional Services
Responsibilities
Prepare correspondence and reports; coordinate, prepare, and distribute materials as needed
Maintain and update department manuals and guidebooks to ensure compliance with policies
Address operational challenges and make timely, informed decisions to resolve issues effectively
Identify opportunities to improve processes and implement innovative solutions
Create, maintain, and update agent appointment records daily
Manage and update agency client database using proprietary systems on a daily/weekly basis
Work independently with minimal supervision; assist in onboarding and training new staff
Serve as an administrative liaison with internal and external stakeholders on matters such as purchasing and operations
Perform other duties as assigned
Maintain regular and predictable attendance
Qualification
Required
High School Diploma required; additional vocational, technical, or business training preferred
Business school certificate or equivalent experience required
Minimum of 2 years of general secretarial experience with some administrative responsibilities required
Strong verbal and written communication skills
Ability to maintain confidentiality and handle sensitive information
Excellent organizational and time-management skills
Proficiency in Microsoft Office 365 (Outlook, Word, Excel, PowerPoint) and CoPilot
Preferred
Experience with Canva, Snagit, Camtasia, Power BI, Adobe PDF Pro, and AutoMailMerge is a plus
Company
Southern Farm Bureau Casualty Insurance Company
Southern Farm Bureau Casualty Insurance Company is a property and casualty insurance company.
Funding
Current Stage
Late StageRecent News
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