Executive Assistant with Insurance Background

Are you an organized, detail-oriented professional with experience in the insurance industry?

We're looking for a reliable Executive Assistant to help manage day-to-day operations, streamline tasks, and support a fast-paced insurance agency serving thousands of clients nationwide.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

Key Responsibilities :

Manage calendar, meetings, and email communications

Prepare reports, documents, and presentations

Help with client follow-ups and appointment scheduling

Assist with CRM entries and automation tasks

Support agency owner in project and team management

Assist with insurance-related administrative duties

Preferred Qualifications :

Prior experience in ACA, Medicare, Life, or P&C insurance

Strong communication and organizational skills

Tech-savvy familiar with tools like Google Workspace, Agent CRM, or HealthSherpa

Able to handle confidential information professionally

Bilingual (English / Spanish) a plus!

Requirement

Preferred Qualifications :

Prior experience in ACA, Medicare, Life, or P&C insurance.

Strong communication and organizational skills.

Tech-savvy familiar with tools like Google Workspace, Agent CRM, or HealthSherpa.

Able to handle confidential information professionally.

Bilingual (English / Spanish) a plus!