Sales Administrative Coordinator (Finance)
JOB DESCRIPTION
Chubb Workplace Benefits (CWB), is seeking a Sales Administrative Coordinator to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!
Position Summary
The Sales Administrative Coordinator will be responsible for maintaining administrative aspects of day-to-day operations of the VP, Sales Operations and the sales team, as well coordination of various projects and initiatives. This person will support departmental objectives and perform various administrative functions for the Chubb Workplace Benefits (CWB) team. The successful candidate is analytical by nature, organized, detail-oriented and is an effective and engaging communicator with a wide variety of internal and external parties. The candidate is also able to thrive in a fast-paced environment with minimal supervision.
Responsibilities
- Builds trusted relationships with internal CWB, Chubb Field Operations, Chubb A&H, ESIS and Combined partners
- Interfaces and communicates effectively with high level executives both internally and externally
- Supports the execution of CWB initiatives
- Supports a variety of aspects of Project Management
- Ensures sales senior management meetings are appropriately scheduled and communicated, including logistics
- Manages sensitive and proprietary information with discretion and confidentiality
- Coordinates and attends frequent departmental meetings; often providing notes/minutes
- Coordinates and occasionally attends external partner VIP meetings and events
- Coordinates and assists in recruiting, onboarding and supporting future CWB sales personnel
- Maintains primary support/resource as single point of contact for CWB team
- Prepares correspondence and PowerPoint Presentations
- Creates and maintains Excel spreadsheets
- Manages calendars in MS Outlook and maintains folders
- Handles travel arrangements, prepares itineraries, and processes expense reports
- Manages, supplies and distributes some promotional items
- Executes invoices in conjunction with Finance Department partners
- Team Player with a positive attitude who embodies our leadership expectation of optimism
- Embraces representing the CWB brand by example both internally and externally
- Strong desire to work in a large group of broker-driven employee benefits
- Extremely well organized with the ability to prioritize
- Proactive approach in problem solving and attention to detail
- Willingness to do "what it takes" to help maintain high level of performance
- Ability to foster strong internal and external working relationships
- Ability to make sound decisions, use professional judgment and work in a fast-paced environment
- Ability to maintain a high level of confidentiality is required
- Ability to multi-task efficiently
- Previous project management experience a plus
- Excellent verbal and written communication skills
- Strong aptitude with MS Word, Excel, PowerPoint, Outlook (Salesforce.com experience a plus, but not required)
- Associates Degree or equivalent experience required
- Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situation.
- Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth
- Initiative: Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.
- Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course
- Results Orientation: Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results
- Values Orientation: Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct truthful and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks As one team.
ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
