Regional Executive Assistant- Midwest Region

$45,600 - $82,100/Yr

Unum - Olympia, WA

Full-time - Entry Level

Olympia, WA

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Regional Executive Assistant (REA) plays a crucial role in providing comprehensive administrative support to the Managing Director (MD) and the Assistant Vice President (AVP) of Regional Client Management, as well as assisting with regional office management. This position requires a deep understanding of the local office dynamics, as well as familiarity with the systems, people, and issues pertinent to other offices within the region. The REA is expected to be a key point of contact for various stakeholders, including brokers and clients, and must maintain a high level of professionalism and discretion in all interactions. In this role, the REA will manage expense-related tasks, including analyzing monthly spending and forecasting, while serving as the subject matter expert (SME) for budgetary inquiries. The REA will also coordinate schedules, meetings, and teleconferences, ensuring that all logistical aspects of regional meetings and events are handled efficiently. This includes organizing meeting materials, managing travel arrangements, and creating presentations and correspondence on behalf of the management team. The REA will be responsible for compiling and developing various sales and client management reports, utilizing data from multiple systems to provide insights and support decision-making. Additionally, the REA will mentor and support other administrative staff, providing training on systems and tools as needed. This position requires a proactive individual who can work independently while also thriving in a team environment, demonstrating excellent communication skills and a strong customer service focus.

Responsibilities

• Supports expense management needs, analyzing monthly spending and forecasting.
• Provides expense research and resolution, serving as the subject matter expert for budgetary questions.
• Attends weekly regional calls, gathering and analyzing data to create spreadsheets, reports, and presentations.
• Coordinates schedules, meetings, and teleconferences, including room setup for regional meetings.
• Plans and organizes all regional events and communicates details to key presenters.
• Makes travel arrangements and manages all travel expenses for the MD and AVP.
• Fields incoming calls from brokers and clients, providing excellent customer service.
• Creates presentations, memos, letters, manuals, agendas, and other correspondence for external constituencies.
• Gathers and compiles various sales and client management regional operating reports.
• Acts as the SME for system access for users, ensuring data integrity within applications.
• Mentors and supports other administrative staff, providing training as needed.
• Creates and manages the Region SharePoint site.
• Supports MD and RCM with annual performance review and bonus programs.
• Completes various data entry duties to support sales and marketing activities.
• Supports special projects or other tasks as assigned.

Requirements

• High School diploma required; Associates or Bachelor's degree preferred.
• A minimum of three to five years of experience in an administrative role, preferably supporting management.
• Excellent communication skills, both written and oral, and superior organizational skills.
• Ability to handle confidential and sensitive information with discretion.
• Ability to work with varying levels of management and set priorities effectively.
• Excellent customer service skills and a focus on client satisfaction.
• Highly motivated and proactive, with the ability to work independently.
• Good judgment and problem-solving skills.
• Strong technology aptitude and proficiency in Microsoft Office programs: Outlook, Word, PowerPoint, and Excel.

Nice-to-haves

• Experience in a corporate environment supporting executive-level management.
• Familiarity with Salesforce.com or similar CRM systems.

Benefits

• Health, Vision, Dental insurance coverage.
• Short & Long-Term Disability insurance.
• Generous Paid Time Off (PTO), including paid time to volunteer.
• Up to 9.5% 401(k) employer contribution.
• Mental health support services.
• Career advancement opportunities.
• Student loan repayment options.
• Tuition reimbursement programs.
• Flexible work environments.