Administrative Assistant

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Founded in 1976, Bankers Insurance Group has grown from a small local company to a diverse corporation known for its innovative insurance products and superior customer service. We write personal and commercial coverage, including homeowners, flood, excess flood, business owners, and specialized products, and are currently developing new offerings to meet evolving personal and business insurance needs.

• Collaboration
  : working together is critical to achieving organizational goals.
• Innovation
  : growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service.
• Performance
  : we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact.
• Social Responsibility
  : we place charity and volunteer work at the core of our organization.
• Trust
  : we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing’.

This position primarily provides administrative support to the Bankers Insurance Group’s Marketing & Communications Practice Leader, VP of Insurance Products, SVP of Specialty Insurance, AVP of Distribution, and the President of Insurance. The role collaborates with a diverse group of internal contacts at all levels of the organization, plans, prioritizes, and organizes diverse workloads, and recommends and implements changes in office practices or procedures.

• Expense Management: gathering receipts, coding/reviewing/forwarding for approval of all invoices, researching late pays and unknown payees, reconciling and advising approvers of any red flag issues, and preparing expense reports and check requests.
• Calendar Management: monitoring/maintaining a calendar; adjusting for conflicts as appropriate; reviewing upcoming events to prepare accordingly; updating the conference calendar.
• Meeting Planning: researching/secure venue; coordinating with IT/Facilities for set‑up; arranging for catering, accommodations, and other incidentals; coordinating visits by consultants/reinsurers/agents.
• Travel Planning: registration, air, hotel, ground transportation, etc.
• Task Management: ordering supplies; submitting IT/Facilities tickets; ordering promo/logo items; fulfilling marketing requests from agents; coordinating moves; educating regarding procedures; maintaining call tree as part of serving as back‑up for disaster recovery; converting documents; printing/distributing emergency cards; reviewing plan quarterly and updating as needed; ISO administration; add/delete users/products as needed; maintain organization chart; set up new hires with CC, FAA, IT, Facilities.
• Event Management: serving as back‑up to executive administrative assistants in duties such as maintaining a schedule of events; planning/coordinating meetings for future events, reserving booths; managing hospitality and other events from start to finish; purchasing gift cards; sending promo items.
• Office Management: communication management, ordering supplies, coordinating events, submitting tickets to IT and Facilities, acknowledgment of Deliveries (AOD) follow‑up, maintaining department supplies, and miscellaneous projects.
• Report Preparation: KPI reporting updates and spreadsheets, compiling documents requested for the insurance operation team, and providing general administrative support.
• Customer Service: mailing materials requested by clients, and handling calls from clients.

• Training Participation: participate in a structured training program, including classroom training, on‑the‑job learning, and mentorship opportunities.
• Gain an understanding of the company's insurance operations, policies, and procedures.
• Familiarize yourself with the company's systems, software, and underwriting tools.
• Application Review: assist in reviewing insurance applications submitted by clients and agents; learn to evaluate the completeness and accuracy of application information; analyze risk factors, such as the applicant's history, type of insurance, and other…