• Manage policies throughout the full lifecycle: quote, bind, endorse, renew • Process endorsements, cancellations, and policy updates accurately and efficiently • Handle renewals and remarketing to ensure competitive coverage and pricing • Maintain precise and up-to-date records within the agency management system (AMS) • Client Communication via phone, email, and messaging • Clearly explain coverage options, policy terms, and premiums • Support clients with policy changes and service inquiries • Conduct multi-carrier quoting and coverage comparisons • Work directly with carriers to bind, amend, and renew policies • Navigate carrier portals and underwriting requirements effectively • Retention & Account Support

• Support a VP of Operations & Finance at a fast-growing company • Digitize and organize large volumes of documents (Google Drive) • Maintain structured filing systems (digital + inbox) • Organize inbox using folders, labels, and automations • Track and manage corporate credit card expenses • Match receipts to transactions • Prepare expense reports for accounting • Support ongoing construction project coordination • Track invoices and ensure proper documentation • Manage both personal + professional calendar • Schedule meetings, appointments, and commitments • Act as a right-hand support to a senior executive • Help prioritize tasks and improve workflow efficiency • Assist with ad hoc admin tasks

• Manage complex calendars and schedules for multiple executives, including arranging meetings, appointments, and travel itineraries. • Coordinate and schedule internal and external meetings, conference calls, and video conferences, ensuring all necessary resources are in place. • Prepare and distribute agendas, presentations, and other materials for meetings, taking minutes and following up on action items as needed. • Act as a liaison between executives and internal/external stakeholders, managing communications and responding to inquiries on their behalf. • Anticipate the needs of executives and proactively handle administrative tasks, such as expense reporting, document preparation, and file management. • Assist in special projects and initiatives as assigned, collaborating with other members of the administrative team and cross-functional departments. • Maintain confidentiality and discretion when handling sensitive information and confidential matters.

• Manage executive calendars, appointments, and scheduling across multiple time zones • Organize meetings, prepare agendas, and take detailed meeting notes or action items • Handle email and inbox management, including responding to inquiries, filtering messages, and prioritizing communication • Manage text and email communication with clients, partners, and internal teams in a timely and professional manner • Handle inbound and outbound phone calls, ensuring clear, confident, and professional communication • Perform menu programming updates and maintenance with accuracy and attention to detail • Submit and track paperwork, applications, and required documentation efficiently • Prepare professional correspondence, reports, proposals, and presentations • Perform data entry, maintain spreadsheets, and update CRM systems with accuracy • Conduct research and compile information into clear, actionable summaries • Manage project timelines using tools such as Asana, Trello, or ClickUp, ensuring deliverables are completed on time • Maintain digital filing systems and organize shared drives for easy access to information • Draft standard operating procedures (SOPs) or process documentation for recurring tasks • Protect and handle confidential or sensitive business information with discretion • Provide general administrative support to leadership and assist with special projects as needed