Purpose
Monitor and manage Alec’s primary inbox, prioritizing Insurance, Bidding, and Accounts Payable messages and notifying Alec when immediate attention is required.
Check the Inbox
At the start of the work period, review new, unread, and flagged messages. Prioritize:
Insurance, certificates, renewals, and policy matters
Bidding invitations, requirements, and follow-ups
Accounts Payable invoices, statements, and reminders
Identify Urgent Messages
Look for messages requiring quick action or containing time-sensitive information. Apply the approved label or tracking method.
Notify Alec
For important or urgent messages, contact Alec through the approved internal channel and provide a concise summary with the relevant email details or attachment reference.
Take Requested Action
If Alec asks for a reply, draft and send it promptly using the approved mailbox permissions. Complete related tasks such as downloading documents, updating files, or attaching items in the approved storage system.
Maintain Organization
Move attachments to their correct locations and flag messages that Alec must review personally.
Document Completion
Leave a HubTasks/Worklenz comment summarizing what was reviewed or completed, then mark the task complete when all required actions are finished.