Executive Assistant Job Description Life Insurance

Current job title: Executive Assistant

Industry: Life Insurance

Department: No department. I work directly with owner

Years worked in this industry: 13

Years worked in this department: 12

Special training or attributes needed or helpful to get job in this industry (or specific department): Licensed with the insurance department & a notary public

Number of managers and/or staff supported: 2

Typical work hours: 9-5

Weekends or overtime hours: no

General salary range (Note: This is a general figure or range provided by survey respondent and may NOT be an exact salary in order to give survey respondent some privacy. Also you must take into account that the number of years worked in industry/department may contribute to this salary as well as criteria such as level of position and person reports to, required hours and geographical location.): approx. $55,000

Benefits (direct or indirect): No- only health insurance

Lingo you might hear in this industry:

Underwriting – that’s all the requirements (i.e. medical, financial) before submitting a formal application to an insurance carrier.

HIPPA – new privacy regulation in the state of NY with regard to personal information including financial, medical etc.

MVR – motor vehicle report – another requirement for underwriting. A report showing all motor vehicle activity in the 5 years prior to application

A typical day on the job: Answer telephones, greet clients, follow up on application, correspondence with clients, reviewing application and medical information, scheduling appointments

Positive things about being an administrative professional in this industry:

(a) so much information – so much to learn ever changing industry

(b) a typical day is never the same

(c) never enough time to be bored

Negative things about being an administrative professional in this industry:

(a) You get blamed for what the boss does wrong

(b) Bosses get frustrated easily and take it out on you

(c) Not enough pay

Type of workspace/office: cubicle

Primary responsibilities as an administrative professional in this position:

a) Client support

(b) Applications

(c) Meeting scheduling

(d) Travel arrangement

(e) Follow up

Top thing(s) incumbent admin would require of job applicants seeking to be her/his position replacement:

(a) Prioritizing skills

(b) Attention to detail

(c) Good computer skills

Office machines or equipment operated regularly: PC, fax machine, copier/scanner, telephone

Technology (hard) skills used regularly: None really

Critical soft skills: Good communication, need to develop a rapport with clients in order to keep them happy.

Pace of this position: Average

Geographical region: Northeast U.S.