Executive Assistant

Role Overview:

• Support a busy insurance agency owner with email, calendar, and task management.
• Create structure across daily priorities and ensure important items are not missed.

Key Responsibilities:

• Manage inbox, schedule meetings, and prepare follow-up communications.
• Compile recurring reports and organize data from lead-management platforms.
• Document processes and assist with CRM hygiene and workflow organization.

Qualifications:

• 3+ years of executive or administrative support experience.
• Proficiency with Google Workspace or Microsoft Office.
• Strong organizational skills and ability to handle sensitive information.

Opportunity:

• Become a trusted operational partner with room to expand responsibilities.
• Gain direct exposure to agency owner and multiple business areas.