Operations Associate and Manager of NYC Office
Job Details
CAC - New York, NY - New York, NY
Insurance

Job Summary:  Responsible for handling a wide range of administrative and executive support related tasks.

 

Duties & Responsibilities:

  • Organize business reports for weekly executive meetings
  • Track and maintain an accurate pipeline within the CRM system - Salesforce
  • Manage day-to-day operations of the NYC office
  • Coordinate and maintain reports for quarterly production review meetings for producers and product group leaders
  • Prioritize and manage multiple projects simultaneously, and follow through on issues in a timely manner
  • Create invoices in EPIC and maintain commission schedules for all producers
  • Reconcile data from monthly invoices vs actual received revenue
  • Participate in maintaining calendars for all producers
  • Review and summarize miscellaneous reports and documents; prepare background documents and outgoing mail as necessary
  • Responsible for support services activities/questions for NYC office- IT, Maintenance, Mail, Office Supplies

Qualifications:

  • Bachelors degree preferred
  • Relevant work experience preferred
  • Ability to work in a fast-paced environment
  • High level of confidentiality
  • Strong verbal and written communication skills
  • Attention to detail & time management skills
  • Proficient in Microsoft Office products to include Word, Excel & PowerPoint
  • Salesforce & EPIC experience preferred
  • Professional in appearance and business conduct with strong customer service
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