Administrative Assistant

A highly successful and fast-growing boutique insurance company specializing in higher education institutions is seeking an administrative assistant to join the business development team.

This project is expected to continue until the end of the year. Following a successful on-site training period, the role will transition to primarily remote work, with occasional on-site requirements.

Responsibilities :

• Monitor the renewal spreadsheet for agreements due in 60 days, email primary contacts with renewal details, add renewals to Salesforce, request invoices from accounting, log them in the tracking sheet, and update the sales spreadsheet.
• Update Salesforce with closed won status and details, upload signed agreements, notify the Learning Enablement team, request invoices from accounting, log them in the tracking sheet, and update the sales spreadsheet.
• Monitor canopy payments and email billing / primary contacts for payments over 60 days late.
• Maintain contact information for notifying updated / new courses and track assets utilized by customers.
• Maintain two landing pages, three classroom pages, and monitor SSO and RM Blueprint usage with tracking sheets.
• Assist with communication with current Canopy customers, follow up with campaign leads and pipeline submissions, coordinate with Marketing / Comms for nurturing campaigns, and send scheduled emails based on lead format.
• Collaborate with Marketing / Communications on new lead generation lists and campaigns.

Qualifications :

• Bachelor’s degree or an equivalent combination of education and experience.
• 1+ years of experience as an Administrative Assistant.
• Advanced proficiency in Microsoft Office Suite.
• Excellent organizational skills and strong attention to detail.
• Ability to multitask, prioritize, and manage multiple projects and responsibilities