Administrative Coordinator

Responsibilities

• Provide administrative support to branch leadership, including composing correspondence and memos and creating PowerPoint presentations
• Schedule, coordinate, and assist with meetings and training logistics, including travel arrangements
• Coordinate branch and company-wide events, including Health and Wellness events
• Solicit meeting agenda items and transcribe meeting notes
• Create and maintain logs, mailing lists, databases, and business reports
• Develop and distribute branch communications
• Monitor general email accounts and respond as necessary
• Forward emails and faxes to appropriate areas
• Coordinate mail pickup and distribution
• Enter contract data into Compliance 360 and request contract approvals
• Order supplies and manage inventory
• Collaborate with the people leader to onboard new branch hires
• Help organize the annual budget and track expenses
• Support Marketing with prospective agent data, territory and underwriting assignment changes, agent profiles, and agency welcome packets
• Prepare invoices, code accounts payable, and submit invoices for approval
• Manage day-to-day office condition, deficiencies, bids, repairs, and maintenance
• Oversee office remodeling, relocation, construction, ergonomics, equipment, and furniture repairs
• Evaluate purchasing needs and make purchase or lease recommendations
• Oversee branch emergency and safety plans and employee safety training
• Troubleshoot network, software, hardware, security system, and phone problems with Corporate IT

• High school diploma or equivalency
• Three years of administrative work or related experience
• Strong computer skills, including Microsoft Office Suite, Word, Excel, and Power Point
• Good math aptitude and basic accounting/bookkeeping skills
• Excellent verbal and written communication skills
• Strong organizational and multitasking skills with ability to meet deadlines
• Strong human relations and customer service skills
• Ability to maintain a high level of confidentiality
• Basic knowledge of the property and casualty industry preferred
• Valid driver’s license with acceptable motor vehicle report per company standards required if driving
• Ability to work a hybrid schedule from the Milwaukee or Minneapolis metro areas

Demonstrates strong administrative support capabilities, including proficiency in Microsoft Office Suite and effective communication skills. Capable of managing logistics, coordinating events, and maintaining confidentiality while supporting branch operations.

• Microsoft Office Suite Proficiency
• Administrative Support Experience
• Organizational Skills
• Customer Service Skills
• Basic Accounting Skills

• Microsoft Word
• Microsoft Excel
• Microsoft Power Point
• Data Entry
• Basic Bookkeeping
• Log Management
• Report Preparation
• Meeting Coordination
• Inventory Management
• Contract Data Entry

• Verbal Communication
• Written Communication
• Multitasking
• Human Relations
• Confidentiality

• High School Diploma or Equivalency
• Valid Driver’s License

• Property and Casualty Industry
• Health and Wellness Events
• Budget Management
• Safety Training
• Event Coordination

• Compliance 360
• Email Management Systems
• Office Equipment
• Network Troubleshooting Tools