Regional Executive Assistant- Midwest Region

$45,600 - $82,100/Yr

Unum - Concord, NH

Full-time - Entry Level

Concord, NH

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 offering regional office management support. This position requires a deep understanding of the local office dynamics, as well as familiarity with the people, systems, and issues pertinent to other offices within the manager's region. The REA is expected to be a key point of contact for both internal and external stakeholders, ensuring smooth operations and effective communication across various levels of the organization. In this role, the REA will manage expense-related tasks, including analyzing monthly spending and forecasting for non-salary accounts. They will serve as the subject matter expert (SME) for budgetary inquiries and assist regional and office management in achieving budget goals. The REA will also coordinate schedules, meetings, and teleconferences, ensuring that all logistical aspects of regional meetings and events are meticulously planned and executed. This includes organizing meeting materials and communicating essential details to presenters and participants. Additionally, the REA will handle travel arrangements, manage calendars, and oversee travel expenses for the MD and AVP. They will be responsible for creating various forms of correspondence, including presentations, memos, and reports, which are essential for sales and client management operations. The REA will also support the management team by gathering and compiling regional operating reports and ensuring data integrity within systems like Salesforce.com. As the primary administrative resource, the REA will mentor and support other administrative staff, providing guidance and training as necessary. They will also manage the Region's SharePoint site and assist with annual performance reviews and bonus programs. The REA may be tasked with special projects, data analysis, and other duties as assigned, contributing to the overall success of the sales and marketing activities within the region.

Responsibilities

• Supports expense management needs, analyzing monthly spending and forecasting for non-salary related accounts.
• 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 set-up for regional meetings and broker/client meetings.
• Plans and organizes all regional events, including organizing meeting materials and communicating details to key presenters.
• Makes travel arrangements, organizes calendars, and manages all travel expenses for the MD and AVP.
• Fields incoming calls from brokers and/or clients, providing excellent customer service.
• Creates presentations, memos, letters, manuals, agendas, and other correspondence for external constituencies on behalf of the management team.
• Gathers, compiles, and develops various sales and client management regional operating reports, both routine and ad-hoc.
• Acts as the subject matter expert for system access for users, generating access requests and ensuring data integrity within applications.
• Mentors and supports other administrative staff, providing training as needed on various systems or Microsoft Suite.
• 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 overall sales and marketing activities.
• Supports special projects or other tasks as assigned, including data analysis and presentation of data for meetings.

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 level.
• 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 focus, with a proactive and motivated approach.
• Strong judgment and problem-solving skills, with a high technology aptitude.
• Highly proficient in all 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.
• Performance Based Incentive Plans.
• 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.