Sales & Agency Support Admin; FHD; Hybrid

Role Overview

We are looking for a Sales & Agency Support Admin (FHD) to join our team in McKinney, Texas. The role provides high‑level administrative and strategic support to the Sr. Director of Field Development and four Divisional Vice Presidents. It requires discretion, independent judgment, prioritization, and management of budgets, calendars, and communication for executive leadership.

• Executive Calendar & Schedule Management – manage calendars, contacts, and travel logistics; prioritize schedules and resolve conflicts.
• Executive Communication & Representation – represent executives in communications and meetings, prepare presentations, reports, and executive communications.
• Meeting & Event Coordination – plan and support Agency Owner Meetings, Summit Meetings, virtual meetings, training events, and leadership sessions; welcome visitors and new hires.
• Document & Presentation Preparation – create Word, Excel, and PowerPoint presentations, agendas, reports, and special projects.
• Financial Management & Budget Tracking – oversee expense reporting, manage department budgets, reconcile incentive accruals, conduct variance analysis, and prepare quarterly forecasts.
• Sales Reporting & Analysis – manage monthly and quarterly reporting, track forecasts, KPIs, and project timelines.
• Strategic Business Support – facilitate business case development, support acquisition due diligence, and provide ad‑hoc financial analysis.
• Sales Operations & Campaign Support – coordinate communication between sales leadership and field teams, support sales campaigns, and track incentive program effectiveness.
• Process Improvement & Administrative Excellence – prioritize requests, improve processes, ensure timely responses, and handle executive‑level matters with discretion.
• Other duties and projects as assigned by leadership.

• Bachelor’s degree in business administration, finance, or related field (or equivalent work experience).
• 5+ years of executive administrative support, preferably for C‑level or VP‑level executives.
• 3‑5 years of experience in insurance sales.
• Demonstrated ability to act with discretion, make independent decisions, and influence leadership efficiency.
• Advanced experience in budget management and project management.
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and collaboration tools (Teams, SharePoint).
• Proficiency with CRM platforms (Salesforce, Hub Spot) and expense management systems.
• Excellent written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities and deadlines.
• Experience handling confidential information with discretion.
• Experience in insurance, financial services, or sales environment is applicable.

• Competitive compensation reflecting expertise and contribution.
• Comprehensive health, dental, and vision insurance plans.
• Robust life insurance benefits and retirement plans, including company‑matched 401(k) and pension plan.
• Paid holidays and time off for work‑life balance.
• Parental leave.
• Subsidized all‑in‑one fitness, mindfulness, nutrition, and sleep subscriptions.
• Company‑paid counseling for mental health and stress management.
• Education reimbursement eligibility and company‑paid FLMI and ICA courses.
• Discounted Texas Rangers tickets.