Role Description - Provides administrative and clerical support for the Business Development team as well as other teams supporting business growth initiatives and strategies. - Works collaboratively with key support personnel within the organization to meet company objectives, goals, and projects as needed/directed. - Resolves day-to-day administrative and operational challenges utilizing critical thinking skills and independent decision-making as appropriate to the role. - Coordinates and maintains meetings, calendars, schedules, conferences, training sessions, special events, travel, invoicing, and expense reports as directed. - Maintains strict confidentiality of departmental records, sensitive information related to the company, patient information and employee information. - Prepares and assists with creating presentations, charts, graphs, statistical reports, budget tracking/analysis, research and gathering of data, and other special projects as requested. - Provides follow up and feedback, both written and verbally, regarding project findings and activities to key stakeholders. - Drafts, generates, and coordinates routine correspondence; production (formatting/copying) and dissemination of documents such as presentations, handouts, training materials, and reports. - Establishes, maintains, and updates files, databases, records and other documents. - Responds courteously and professionally to internal and external customers via phone calls, office visits, correspondence etc. - Actively promote GUEST customer service standards; develop effective relationships at all levels of the organization. - Participate in team concepts and promote a team effort; perform duties in accordance with company policies and procedures. - Regular and reliable attendance is required for the job. Qualifications - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. - Associate degree or equivalent work experience. Bachelor's degree preferred. - Three (3) plus years of experience in administrative support role; prior experience with supporting senior leadership is a plus. - Ability to thrive in fast-paced, deadline driven work environment. - Strong organizational and time management skills. - Excellent customer service skills and ability to communicate effectively, both verbally and in writing. - Must have proficient computer skills, including Microsoft Office (Word, Excel, Power Point and Outlook); proficiency in USRC applications required within 90 days of hire.

• Provide high-level administrative and operational support to multiple members of the Executive Leadership Team (ELT). • Act as a trusted partner, helping leaders manage priorities, time, and communication. • Manage and optimize complex, overlapping schedules for multiple ELT members. • Coordinate domestic and international travel across ELT members, including logistics and itinerary management. • Prepare high-quality briefing materials, presentations, and reports. • Serve as a key point of contact for ELT members and handle sensitive information with discretion. • Draft, review, and edit executive communications. • Coordinate leadership team meetings, offsites, and strategic initiatives.

• 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