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Executive Assistant

Salary undisclosed

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Leavitt Great West is looking to add an Executive Assistant to the Benefits Team in their Billings, Montana office. The Executive Assistant provides support to the management team, including performing a wide range of administrative and office support activities in a dependable, consistent, and timely manner for the Team.

Essential Duties and Responsibilities:

  • Assist supervisors / management as required including scheduling, coordinating meetings, appointments, travel, expense reports, continuing education courses.
  • Occasional travel in and out of town may be needed for errands, a reliable vehicle is required.
  • Complete departmental projects as assigned.
  • Prepare and modify documents including, confidential correspondence, reports, memos, agendas, emails and other documents as needed.
  • Perform general clerical duties including photocopying, faxing, scanning and filing.
  • Answer, screen and transfer inbound phone calls.
  • Manage gifts for client birthdays, holidays, and special events.
  • Promote and enhance the reputation of the agency.
  • Perform a variety of other clerical duties as required by the agency.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION And/or EXPERIENCE

Education: High school diploma or general education degree (GED)

Experience: 6 months – 12 months prior experience preferred

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Must be able to read, write and verbally communicate using the English Language. The ability to read and interpret insurance related documents such as policy documents and general correspondence is required. Must be able to communicate information and respond to questions (verbally and in written form) effectively with company personnel and other agency staff.

Mathematical Skills

Be able to perform basic math calculations such as addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals. Compute rate, ratio, and percentage.

Computer Skills

Typing skills or prior data input experience is mandatory. Proficiency in Microsoft Office products including: Word, Excel, and Powerpoint.

REASONING ABILITY

Must have the ability to deal with problems involving several concrete variables in standardized situations. Ability to apply common sense understanding, interpret and carry out instructions furnished in written or oral form to insurance and general office situations. Must be able to work with minimal supervision. The ability to recognize and solve customer problems that are related to their insurance policies is required. Must be capable of collecting underwriting information and determining the appropriate company for account placement.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EMPLOYER’S RIGHTS

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time period the job description is out of contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Benefits

Leavitt Great West offers a competitive salary, depending on experience, plus:

  • Paid License renewal and continuing education
  • Recognition and rewards
  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
  • Vision, Dental, HSA/FSA, & Life Insurance
  • Paid time off (vacation & sick time)

As a national company, the Leavitt Group is the 1 9 th largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

Who are we? Please watch https://youtu.be/tmNRjDxzKQk