Regional Executive Assistant- Midwest Region

$45,600 - $82,100/Yr

Unum - Phoenix, AZ

Full-time - Entry Level

Phoenix, AZ

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 people, systems, and issues across other offices within the region. The REA is expected to be a key point of contact for various stakeholders, ensuring smooth operations and effective communication within the team and with external clients. In this role, the REA will manage a variety of tasks that include expense management, where they will analyze monthly spending and forecast future expenses. They will also be responsible for coordinating 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 reports that support the regional management team. The REA will serve as a subject matter expert (SME) for budgetary questions and system access, ensuring data integrity and providing support to other administrative staff. They will also be involved in gathering and compiling sales and client management reports, as well as supporting special projects as assigned. The REA must demonstrate excellent communication skills, both written and oral, and possess superior organizational abilities to manage multiple priorities effectively. This position is ideal for someone who thrives in a dynamic team environment and is proactive in their approach to work.

Responsibilities

• Supports expense management needs, analyzing monthly spending and forecasting.
• Attends weekly regional calls, gathering and analyzing data to create 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 management.
• Gathers and compiles various sales and client management reports, both routine and ad-hoc.
• Acts as the SME for system access and ensures data integrity for users 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 the insurance or employee benefits industry.
• Familiarity with Salesforce.com or similar CRM systems.
• Previous experience in a regional or multi-office support role.

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.