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Executive Assistant

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North American Senior Benefits

2024-09-20 17:46:49

Job location Lawrenceville, Georgia, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

About North American Senior Benefits

NASB is one of the nation's largest agencies focused on the final expense life insurance market with additional offerings in Senior Market products. NASB distributes its products through a vast network of agents across the U.S. with great profit under its belt.
NASB is a company with strong values and goals. As an undisputed leader in the final expense market, their drive to make a difference in their fellow Americans' lives has been fulfilled. NASB is based in Lawrenceville, Georgia.

Job Summary

A full-time Executive Assistant is needed to support both the Managing Partner and the President of NASB. This position requires someone who can support the Executive Team with a problem-solving mindset in any situation.

Primary Responsibilities

Prioritize supervisor needs, client projects, and other responsibilities in the fast-paced environment of a sales Organization

Continually adjust meeting schedules according to supervisors' preferences

Provide travel options and book reservations for flights, hotels, cars, restaurants, and other events for Executive Team

Screen emails, phone calls, mail and internal requests for meetings as the gatekeeper for both the Managing Partner and President of NASB

Create production reports for entire NASB production and email to NASB partners

Collect Financial reports from Integrity Accounting for NASB, Milner Financial, Harvey Time, and Elevation and send to Chad for review

Receive all bills for NASB, review, and submit to be paid for NASB through

Summarize all bills for NASB monthly and send to Executive team for review

Organize budget for NASB with Executive Team and review monthly for budget performance review

Attend all Financial meetings with Integrity for NASB/Milner Financial and summarize calls for Executive Team

Reconcile and submit expense reports in Concur/Coupa for Executive Team

Order meals according to the needs of the Executive Team

Manage NASB Reward Jacket program for NASB agents

Assist Travel Coordinator position with Partner Trip Annually

Assist Travel Coordinator position with NASB Convention Annually

Assist Travel Coordinator position with NASB agent Trip Annually

Participate in "partner chat" text message groups to monitor and participate in the NASB partners group chat to collect relative business information from leadership in the field

Other duties as assigned

Primary Skills & Requirements

Completely trustworthy in maintaining confidentiality with high-level company documents and meetings

Highly professional with phone and email communication, especially with clients

Proficient in Microsoft Word, PowerPoint, Excel, and Outlook

Proficient in writing, editing, and typing skills

Excellent attention to detail and high accuracy in data entry

Excellent organizational skills and self-motivation without supervision

Maintain a positive, can-do attitude under pressure

Able to learn new skills and work overtime frequently as needed by supervisors

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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