Job description
Crum & Forster Company Overview:
What C&F will bring to you:
At Redwoods/C&F you will BELONG
We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodation, please let us know.
Do you wish you could change the world? Would you like to work with a group of dedicated professional change makers who come to work every day and do just that? We believe society is broken and we are called to play a role in fixing it. We are passionate about safety and see far too many preventable injuries and deaths occurring. We know we can change this.
The Redwoods Group changes the world for the better through the inspired application of insurance intelligence and a deep commitment to the broad community within which we live and serve. We tackle very serious issues with very serious stakes, from child sexual abuse to drowning. And we do this because our corporate mission is not to make a profit, but to make sure that communities profit from our work. For us, financial profit is important, but only as a metric of sustainability. We are a hybrid of non-profit and for-profit, called a B-Corporation (for benefit). By providing property/casualty and workers’ compensation insurance products alongside safety and claims management services to YMCAs, Boys & Girls Clubs, Jewish Community Centers and camps across the nation, we are reducing injuries and saving lives.
The Redwoods Group is currently seeking a
Consulting Admin in our Research Triangle Park office. The selected candidate will be part of a team of consulting professionals working with our customers. The ideal candidate will believe in our mission, apply a swift and responsive approach to all customers and work closely with consultants on efficiencies and organization.
Job Description:
Responsibilities will include:
- Assist Consultants to perform daily functions necessary to move work forward with customers and internal stakeholders
- Assist internal and external clients when Consultants are out of the office
- Take notes during meetings and calls and post to appropriate systems
- Transcribe voice memos, type up notes
- Update customer contacts in appropriate systems
- Send out client materials as needed (DVD’s, Resources, etc.)
- Support completion of expense reports, process receipts and assist accounting with reconciliation
- Anticipate demands and coordinate work to enhance Consultants effectiveness and efficiency including reminders, meeting scheduling and/or preparation time
- Proactively manage calendars, including reaching out to customers, planning meetings and visits
- Gather and prepare ‘Travel Packets’ to ensure preparedness for calls and on-site visits (gathering data, materials and creating reports)
- Follow-up on customer requests and system documentation after visits and call
- Further support Consultants customer-facing work, including and not limited to:
- Draft Engagement Plans based on visit notes and direction provided by Consultants
- Analyze Engagement Plans to determine areas of focus during upcoming calls or visits
- Prepare for customer interactions, by listening to recordings, reviewing notes, researching account, city/state for applicable laws
- Analyze materials and reports to determine which to use and how/when they are impactful
- Create Stewardship Reports to capture work completed throughout the policy year
- Manipulate data in excel, prepare reports, interpret information and identify key takeaways
- Organize and support Team building activities, individual recognition, volunteer opportunities and community building as requested
- Assist with technology solutions including coordinating meetings, webinars, audio and video conference calls and provide administrative support to make work more efficient and replicable
- Plan and provide support for quarterly team meetings, ongoing training and volunteer opportunities including
- Act as meeting point person, handling communication with in-person and remote guests and participants
- Assist in preparing agendas, tracking requested agenda topics and coordinating with presenters
- Record meetings, take minutes,
- Work with speakers to verify availability, objectives, expected outcomes, and organizing meeting requests
- Room set-up and break-down including, setting up appropriate technology (video conference, phone, speakers, cameras, presentations, etc.)
- Procure food and organize lunches
What you will bring to Redwoods:
We are looking for a detail-oriented service professional who is:
- Experienced professional who believes in the ability to use business as a force for social good
- Strong organizational skills and the ability to help others stay on track
- Demonstrated ability with M/S Office Applications – especially Outlook, PowerPoint and Excel, with heavy emphasis on calendaring and collaborative scheduling
- Excellent verbal and written communication skills
- Positive attitude and strong interpersonal skills
- Detailed-oriented and solution-driven
- Willing to use multiple problem-solving tools and techniques
- Growth minded and driven to deepen and broaden skills
What C&F will bring to you:
- Competitive compensation package
- Generous 401K employer match
- Employee Stock Purchase plan with employer matching
- Generous Paid Time Off
- Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
- A core Redwoods/C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
- A dynamic, ambitious, fun and exciting work environment
- We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community
At Redwoods/C&F you will BELONG
We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodation, please let us know.
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