Executive Assistant

We are seeking a highly organized, professional, and proactive Executive Assistant to provide comprehensive administrative and operational support to senior leadership within our health and life insurance organization. The ideal candidate will serve as a trusted partner to executives, managing schedules, communications, projects, and confidential information while helping ensure efficient day-to-day operations.

• Manage complex calendars, appointments, meetings, and travel arrangements for executives.
• Coordinate internal and external meetings, including agenda preparation, meeting materials, and follow-up action items.
• Screen and prioritize incoming communications, including emails, phone calls, and correspondence.
• Prepare reports, presentations, spreadsheets, and business documents.

• Maintain accurate records, files, and confidential documentation.
• Process expense reports, invoices, and reimbursement requests.
• Coordinate office logistics, vendor relationships, and administrative projects.
• Assist with special projects and strategic initiatives as assigned.

• Support executives in managing relationships with insurance carriers, brokers, agents, clients, and business partners.
• Assist with preparation of enrollment, policy, compliance, and client service documentation.
• Track licensing, compliance deadlines, and regulatory requirements as needed.
• Maintain confidentiality of client health and financial information in accordance with applicable privacy regulations.

• Serve as a liaison between executives, staff, clients, and external stakeholders.
• Draft professional correspondence and communications.
• Coordinate company events, training sessions, and leadership meetings.
• Follow up on action items and ensure timely completion of executive priorities.

• Associate's or Bachelor's degree preferred.
• 3+ years of experience as an Executive Assistant, Administrative Assistant, or similar role.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent written and verbal communication skills.
• Exceptional organizational and time-management abilities.
• Ability to handle sensitive and confidential information with discretion.

• Experience in the health insurance, life insurance, employee benefits, healthcare, or financial services industry.
• Knowledge of insurance terminology, policies, and regulatory requirements.
• Familiarity with CRM systems and insurance management software.
• Experience supporting C-suite executives, agency owners, or senior leadership teams.

• Professionalism and integrity
• Attention to detail
• Problem-solving and critical thinking
• Multitasking and prioritization
• Customer service orientation
• Initiative and adaptability
• Strong interpersonal skills

• Competitive salary based on experience
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement savings plan
• Professional development opportunities
• Performance-based bonus opportunities

Sample Job Posting Summary
Join our growing health and life insurance agency as an Executive Assistant. This role supports senior leadership by managing schedules, coordinating projects, facilitating communication, and helping drive operational efficiency. The ideal candidate is organized, detail-oriented, and experienced in supporting executives within a fast-paced professional environment. Insurance industry experience is strongly preferred.

Reports To: President / CEO / Managing Partner

Employment Type: Full-Time