Personal Assistant - #1161931

1. Client Portfolio Administration
• Policy Analysis: Prepare detailed policy summaries for client reviews, ensuring all coverage data is accurate and up-to-date.

• Fiscal Support: Manage tax-related documentation and assist clients with necessary statements for annual filings.

• Database Integrity: Maintain and organize the client database with high confidentiality.

2. Strategic Client Engagement

• Proactive Outreach: Conduct follow-up calls and manage correspondence with clients regarding renewals, premium payments, and policy milestones.

• Appointment Coordination: Manage the calendar, ensuring all client meetings are well- prepared with the necessary briefs.

3. Events & Brand Activation
• Event Planning: Lead the planning and execution of agency events, from small client

appreciation lunch-and-learns to larger seminars and recruitment drives.

• Public Relations: Act as a professional first point of contact for JRO, representing the agency’s values in every interaction.

4. Executive Operational Support

• Ad-hoc Projects: Handle diverse tasks ranging from marketing assistance to personal administrative support.

• Workflow Optimization: Identify ways to improve agency filing systems and daily operational efficiency.

REQUIREMENTS

• Good attitude and resilient mindset.
• Ability to pivot from analyzing tax documents to coordinating events seamlessly.

• Excellent phone manner and ability to write professional, clear emails.
• Meticulous attention to detail and proactive tracking of deadlines and follow-up dates.

• Proficient in Microsoft Excel and Powerpoint
• Able to work during weekends when needed for events.

Note: At JRO, we value loyalty, initiative, and a high standard of professional excellence. This is a role for someone who takes pride in being the backbone of a successful agency.