Virtual Assistant

I am an Independent Insurance Agent Seeking an independent contractor to fill the role of Virtual Assistant to organize and coordinate administration duties and office procedures. Position will require the candidate to create and maintain high levels of organizational effectiveness, and communication

Previous experience as a front office manager or office administrator would be an advantage. A successful office manager should also have experience with a variety of office software (email tools, spreadsheets and databases) and be able to accurately handle administrative duties.

Ultimately, the candidate should be able to improve company procedures and day-to-day operation. The candidate must be comfortable utilizing phones and placing calls to clients.
Responsibilities:
Booking annual review appointments for the Agency Manager
Daily updating of client database
Schedule meetings and appointments
Make office supply arrangements
Provide general administrative support
Provide personal assistance to Agency Manager in office as well as remote assistance to other Agents
Basic Clerical duties: scanning, printing, copying, filing, answering emails and phone
Maintain agenda and assist in planning meetings and conferences
Receive and screen phone calls and redirect when appropriate
Handle and prioritize all outgoing or incoming correspondence (e-mail, letters, packages etc.)
Make travel arrangements
Handle confidential documents ensuring they remain secure
Maintain electronic and paper records ensuring information is organized and easily accessible
Conduct research and prepare presentations or reports as assigned

Minimum Required Skills:
Knowledge of Windows and Microsoft Office Suite including: Outlook, Powerpoint, Word, Excel
Knowledge of Google Products: Email, Docs, Sheets, Slides
We require professional verbal and written communication skills; candidate will be communicating with current and past clients on a daily basis as well as Agents in our Agency.
Minimum 2 years admin experience
Must be able to type a minimum of 25 words per minute
Must be able to work with little to no supervision
Familiarity with basic research methods and reporting techniques
Excellent organizational and time-management skills
Outstanding communication and negotiation abilities
Integrity and confidentiality

Desired Skills:
Experience as sales admin preferred but not required
Quick learner is a MUST
Customer service experience is a plus