Account Manager- Commercial Insurance, SBU

The Office Manager is responsible for overseeing day‑to‑day operations in support of the Regional Director or assigned supervisor, including correspondence management, phone handling, budgeting, and staff supervision. The role requires independence and discretion in handling confidential information while also leading special projects and organizational events.

• Utilizes computer hardware and software to produce documents in English and Spanish.
• Assists in the budget development for the industry or region.
• Reads and routes incoming mail, prepares outgoing mail and correspondence, including e‑mail and faxes.
• Composes and prepares routine and complex correspondence requiring ability to create merge documents and graphics. Requires above average proficiency of Microsoft Office and other software as assigned.
• Assists in the preparation of budgets and ensures adherence to said budget.
• Reviews and approves office expenses for office in compliance with organizational policy.
• Designs and implements filing system.
• Oversees adherence to office policies and procedures.
• Manages internal staff relations.
• Develops PowerPoint slides and makes presentations.
• Performs, reviews and analyzes special projects ensuring management is properly informed.
• Participates actively in the planning and execution of organizational events including outdoor events.
• Arranges conference calls and Web Ex meetings as necessary.
• Coordinates and arranges meetings, prepares agendas, reserves and prepares facilities & transportation, and records and transcribes minutes of meetings as needed.
• Maintains knowledge of organizing/membership database and acts as backup to organizing staff when entering data or producing reports.
• Ensures office has assigned proper equipment and social media accounts as needed for staff to work according to company standards. Maintains current list and de‑activates as needed.
• Collects and files new hire paperwork for regional staff.
• Orders and maintains supplies, and arranges for equipment maintenance.
• Ensures work space and office environment is sanitary and organized.
• Arranges for volunteers in the office.

Supervises any administrative staff, interns or volunteers at the regional office.

• Education and/or experience includes an Associate's degree (A.
  
  A.) or equivalent from two‑year college or technical school; and six or more years of related experience and/or training; or equivalent combination of education and experience.
• Language skills include the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Requires ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. This position requires bilingual and/or bi‑literate ability (English/Spanish).
• Mathematical skills include the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Reasoning ability includes the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Certificates, licenses, registrations require the ability to type at a rate of not less than 45 Net Words Per Minute (NWPM).

Paid family medical, dental, vision, pension, 401k, 12 paid holidays, 48 hours of sick pay & paid vacations.

Ability to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision.

Noise level that is typically moderate.