Executive Assistant for Client Relations
hace 5 días
About 5HJ Carrion Laffitte & Casellas Inc.:
As a leading insurance and employee benefits broker, our company has grown substantially due to our industry-leading success in mergers and acquisitions.
We believe in investing in the future of our employees, fostering an environment of open feedback and improvement that empowers them to make the best decisions for our customers and organization.
What We Offer:
- Competitive salaries
- A comprehensive benefits package
- Ongoing development opportunities
- A rewarding career that helps local businesses thrive
- Strong community involvement through our corporate social responsibility initiatives
The Role:
We are seeking a highly organized and detail-oriented Executive Assistant to support our Client Executive team. The successful candidate will provide exceptional administrative support, manage client relationships, and maintain accurate records.
Key Responsibilities:
- Maintain and organize client files, including policies, endorsements, and insurance certificates
- Support communications between departments to ensure seamless customer service
- Request and follow up on insurance certificates, vouchers, and other documents
- Prepare invoices and send them to clients for payment processing
- Track and maintain accurate records of client interactions and correspondence
Requirements:
- Bachelor's degree or equivalent experience
- Minimum 2 years of experience in a similar role
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment with multiple priorities
Salary: $55,000 - $65,000 per year (dependent on experience)
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