Executive Assistant II jobs in United States
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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
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Work & Life Balance

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

Microsoft Office 365Communication skillsOrganizational skillsTime-management skillsCanvaSnagitCamtasiaPower BIAdobe PDF ProAutoMailMergeConfidentiality

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

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Southern Farm Bureau Casualty Insurance Company is a property and casualty insurance company.

Funding

Current Stage
Late Stage

Leadership Team

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Richard Sims
Chief Executive Officer
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Company data provided by crunchbase