Executive Assistant

Job Summary

A growing insurance organization is seeking an Executive Assistant to provide high-level administrative and operational support to its leadership team. This role ensures smooth day-to-day operations and contributes to the success of internal projects and client service initiatives.

Responsibilities

• Manage daily office tasks, including answering phones, handling emails, maintaining supplies, and coordinating errands.
• Support project coordination by tracking timelines, managing documentation, and assisting with assigned tasks.
• Provide direct assistance to leadership with various administrative needs, ensuring accuracy and organization.
• Deliver exceptional client support by addressing inquiries promptly and professionally.
• Maintain organized records and documentation, including client files and policy-related materials.
• Ensure the office environment remains clean, organized, and welcoming for clients and team members.

Qualifications/Requirements

• Minimum of 2 years in an administrative or office support role within a collaborative environment.
• Strong organizational skills with exceptional attention to detail.
• Excellent verbal and written communication abilities.
• Ability to prioritize and pivot quickly in a fast-paced setting.
• Proactive approach with a commitment to accuracy and reliability.
• Capable of working independently and as part of a team.

Compensation Package

• $50,000 – $65,000 annually, based on experience
• Medical, dental, and vision benefits offered

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.

#LI-ET1

Agency Executive Assistant

Job Summary

Seeking a detail-oriented and experienced Agency Executive Assistant to join a team on a part-time basis, with the potential for full-time employment based on performance and fit. The ideal candidate will have a strong background in agency operations, including billing, certificates of insurance, and administrative support. This role is perfect for someone who is confident, competent, and looking for a flexible work schedule.

Compensation Package

• Hourly rate: $18 - $25 per hour, based on experience
• Part-time: 20-30 hours per week to start
• Potential for full-time employment based on performance and business needs
• Additional compensation may be considered for candidates with relevant licensing, extensive experience, or the ability to bring in new business

Responsibilities

• Provide administrative support to the agency, acting as an executive assistant
• Handle agency billing inquiries and coordinate between clients and carriers
• Process and manage certificates of insurance
• Assist with tasks such as swapping autos, creating spreadsheets, and other administrative duties
• Maintain accurate records and ensure compliance with agency standards
• Support the team with additional tasks as needed

Qualifications/Requirements

• Proven experience in agency operations, billing, or related fields
• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Proficiency in creating and managing spreadsheets
• Confidence and competence in handling administrative tasks independently
• P&C license is not required but is a plus and may lead to higher compensation
• Local candidates are preferred, but virtual candidates will be considered
• Ideal for individuals with significant experience in the insurance industry or those seeking a flexible, part-time role

#LI-CS1

Operations & Case Management Specialist (Fully Remote)

A regional boutique firm specializing in property & casualty, life insurance, and estate planning for affluent families and business owners is seeking an Operations & Case Management Specialist to support continued growth. This position plays a critical role in managing the end-to-end life insurance application process, ensuring operational efficiency, and delivering a seamless client and advisor experience.

Key Responsibilities

• Oversee the complete life insurance application process from contracting/licensing through policy delivery.
• Communicate directly with clients, advisors, and business partners to ensure timely updates and coordination.
• Order and track underwriting requirements including paramedical exams, labs, and attending physician statements.
• Maintain proactive communication and regular progress updates for all stakeholders.
• Manage agency workflows, systems, and compliance documentation.
• Maintain accurate and organized records within the firm’s CRM and digital filing systems.
• Prepare, edit, and manage fillable PDF forms, applications, and other client documentation.
• Utilize electronic signature platforms such as DocuSign for document execution and client onboarding.

Qualifications & Skills

• Minimum of 3 years of experience in life insurance operations, case management, or related financial services.
• Familiarity with life insurance products, underwriting processes, and carrier procedures.
• Proficiency in Microsoft Office and Adobe Acrobat (including fillable/editable PDFs).
• Experience with CRM platforms such as SmartOffice, Salesforce, or AgencyBloc preferred.
• Exceptional attention to detail and accuracy in data management.
• Strong organizational, written, and verbal communication skills.

Compensation

• Salary commensurate with experience, ideally ranging from $60,000 to $70,000 annually, plus discretionary bonus potential.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.

#LI-JL1