Executive Personal Assistant to Agent Owner - AGENCY

Role Title: Executive Personal Assistant
Agency: Kristi Tarr Agency
State: Iowa
Reports to: Agency Owner
Role #:
The Executive Personal Assistant is a staff member of the Agency and not an employee of American Family Insurance.

Objective
The Executive Assistant provides administrative and operational support to the Agency Owner.

Office Operations

• Work directly with Agent to support all aspects of daily work routine
• Maintain Agent’s calendar, including scheduling appointments
• Compose and prepare letters relating to routine correspondence
• Maintain paper and electronic filing systems
• Maintain and distribute agency reports
• Coordinates overall administrative activities
• Maintains office supply and equipment inventory levels
• Oversees training and continuing education requirements
• Social Media Experience

Education/Licenses/Designation

• Valid driver’s license required
• High School Diploma

Required Knowledge and Skills

• Demonstrated experience with bookkeeping and record keeping
• Experience with building relationships
• Experience with PC software applications, such as Microsoft Office Suites, PowerPoint, Excel

Preferred Knowledge and Skills

• Experience office management experience
• Experience with financial software, such as QuickBooks, Quicken
• Previous supervision experience
• Knowledge of insurance concepts and principles, licenses preferred

Working Conditions

• Non-typical schedules (evenings or weekends) may be necessary on occasion
• General office setting - Mon – Fri afternoon hours approx 20-25 hours per week

Note: The information contained in this role profile is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all accountabilities, activities, skills and knowledge needed to perform in this role. Please note that functions and work schedules are reviewed periodically and are subject to change based upon business need.

Rev 6/23/16 Page 1

Job Type: Part-time

Pay: $13.00 - $15.00 per hour

Benefits:

• Flexible schedule
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Oskaloosa, IA 52577: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Work Location: One location

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