EPIC Insurance Brokers & Consultants · 1 day ago
Experienced Executive Assistant
Birmingham, AL
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, with a commitment to core values such as owner mindset and driving results. The Experienced Executive Assistant will provide executive-level support to the President and Senior Principal, managing calendars, coordinating travel, and handling confidential information with discretion.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Experience working with high-level executives and managing highly sensitive, confidential information with complete discretion
Exceptional ability to prioritize, streamline and monitor day-to-day transactions of busy executives, monitor heavy and fluctuating calendar, high volume of calls, e-mails, and flow of communication
Will involve responding to urgent requests outside normal business hours
Flexibility in work schedule with ability to be in-office when executives are in-office
Coordinate internal and external meetings including but not limited to team meetings, full staff meetings, all hands meetings, off-site meetings, one-on-one meetings
Excellent verbal and written communication skills; presents ideas clearly and concisely
Effective listening skills, proactive, mindful
Ambassador for client relations / EPIC
Submit and reconcile expense reports for the C&I President and Senior Principal
Lead special projects when requested including crafting presentations to be given by executives
Conduct research, compile and analyze data to support executive decision making
Coordinate domestic travel within EPIC’s travel policy. This may also involve coordinating complex travel arrangements for others within the practice, including clients
Team player capable of working in a way that reflects EPIC’s core values and principles of positive attitude, open communication, passion, willingness to learn, and tenacity
Liaise with executives to oversee requests and queries from senior manager and team leads
Act as the point of contact for internal and external clients
Attend mandatory internal training classes
Any other projects as assigned
Set priorities and manage workflow for self to ensure all goals are met
Interact with others effectively utilizing excellent communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the company
Takes initiative and is discreet
Project a professional image in action and appearance
Qualification
Required
Candidates with strong communication skills – written and verbal – who really enjoy working with people and trying to anticipate clients' (internal and external) needs
Someone with a high level of confidentiality, with the ability to handle high-profile matters and clients with discretion and sensitivity
Candidates who enjoy being an Executive Assistant and are adept at handling unique situations, asking thoughtful questions, and being critical thinkers and problem solvers
A time management and organizational guru! This role is responsible for a lot of scheduling and communications between internal and external clients. As unexpected or new needs arise, this role must be agile to pivot between tasks and priorities
Candidates with a positive, outgoing attitude
Someone with strong professional technical skills
This is a hybrid role based in our Birmingham, AL office. Candidates must be able to work at least 3 days a week in-office BUT ALSO will be required to be in the office whenever their manager is in the office, which may sometimes be 5 days a week
Experience working with high-level executives and managing highly sensitive, confidential information with complete discretion
Exceptional ability to prioritize, streamline and monitor day-to-day transactions of busy executives, monitor heavy and fluctuating calendar, high volume of calls, e-mails, and flow of communication
Will involve responding to urgent requests outside normal business hours
Flexibility in work schedule with ability to be in-office when executives are in-office
Coordinate internal and external meetings including but not limited to team meetings, full staff meetings, all hands meetings, off-site meetings, one-on-one meetings
Excellent verbal and written communication skills; presents ideas clearly and concisely
Effective listening skills, proactive, mindful
Ambassador for client relations / EPIC
Submit and reconcile expense reports for the C&I President and Senior Principal
Lead special projects when requested including crafting presentations to be given by executives
Conduct research, compile and analyze data to support executive decision making
Coordinate domestic travel within EPIC's travel policy. This may also involve coordinating complex travel arrangements for others within the practice, including clients
Team player capable of working in a way that reflects EPIC's core values and principles of positive attitude, open communication, passion, willingness to learn, and tenacity
Liaise with executives to oversee requests and queries from senior manager and team leads
Act as the point of contact for internal and external clients
Attend mandatory internal training classes
Any other projects as assigned
Set priorities and manage workflow for self to ensure all goals are met
Interact with others effectively utilizing excellent communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the company
Takes initiative and is discreet
Project a professional image in action and appearance
Customer service-oriented with poise and professionalism
Strong relationship management skills, ability to build a personal network throughout the company
Advanced knowledge navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher, and Excel
Strong attention to detail and time management skills
Strong ability to multi-task and assign priorities
Ability to work effectively and efficiently both with and without direct supervision
Excellent problem-solving and decision-making skills
Strong interpersonal communication skills, both written and oral
At least 8+ years of Executive Assistant professional work experience is required, ideally supporting C-level executives
Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, PowerPoint, and Outlook
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have a high level of interpersonal skills to manage sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy
Preferred
College degree preferred
Insurance Brokerage experience highly desirable
Benefits
Generous Paid Time off
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase