Executive Assistant

Job Description

We are seeking a highly motivated, detail-oriented, and professional Executive Assistant to provide comprehensive administrative and operational support to the Principal Agent and Management Team. This position plays a critical role in the day-to-day success of the agency by ensuring leadership has accurate, up-to-date information, maintaining efficient office operations, delivering exceptional client service, and supporting business growth initiatives.

The ideal candidate is bilingual, highly organized, proactive, technology-savvy, and capable of managing multiple priorities in a fast-paced environment while maintaining professionalism and confidentiality.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities

Responsibilities

Key Responsibilities

• Compile, update, and maintain data from various reports to keep the Principal Agent and Management Team informed on business performance and key metrics.
• Manage the Principal Agent's calendar, appointments, scheduling, and reminders.
• Serve as the first point of contact for clients and visitors, providing a professional and welcoming experience.
• Answer and direct incoming phone calls in a courteous and efficient manner.
• Assist with daily administrative and operational duties as assigned.
• Prepare reports, spreadsheets, and presentations using Microsoft Excel and other Office applications.
• Support office organization, record keeping, and document management.
• Assist with social media management, including creating content, scheduling posts, and monitoring engagement across various platforms.
• Coordinate meetings, events, and other office activities.
• Maintain confidentiality when handling sensitive business and client information.

Requirements

Qualifications

• Bilingual (English and Spanish) required.
• Previous experience as an Executive Assistant, Administrative Assistant, or similar administrative role preferred.
• Strong proficiency in Microsoft Office Suite, particularly Excel.
• Knowledge of social media platforms, content creation, and online engagement.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines.
• Professional demeanor and customer service mindset.
• Ability to work independently and maintain a high level of accuracy and attention to detail.

Preferred Skills

• Experience in the insurance industry is a plus.
• Familiarity with CRM systems and reporting tools.
• Strong problem-solving and time-management skills.
• Ability to adapt in a fast-paced environment.

Job Type: Full-Time

Schedule: Monday-Friday

Work Location: In Office

Compensation: Based on experience