Executive Assistant
28 days ago
New York
Job DescriptionBenefits: • Competitive salary, • Free food & snacks, • Opportunity for advancement, • Paid time off, • Training & development If youre the type who loves having your hands in many moving parts, enjoys solving problems, and can keep someones day organized, this role is for you. Youll get hands-on exposure to the insurance industry and work directly with the agency owner. Youll learn the inner workings of claims, customer retention, operations, and agency growth while playing a critical part in keeping the business organized and moving forward. This is a role for someone who wants responsibility, variety, and the chance to grow into a more advanced position over time. To start with this role is part-time with transition to a full-time position within a 12-18 month period. What Youll Do • Serve as the Executive Assistant to the Agency Owner, • Manage the owners calendar, reminders, daily schedule, and follow-ups, • Handle claims support (intake, updates, documentation no license required), • Support retention efforts: renewal follow-ups, cancellation audits, and client outreach, • Provide customer service support: payments, documentation, ID cards, updates, • Maintain CRM accuracy and digital client files, • Run research tasks (process improvements, market info, vendor contacts, etc.), • Handle chat support with carriers and vendors to resolve client issues, • Keep the office organized, stocked, and running efficiently, • Over time, assist producers with administrative tasks as the agency grows What Were Looking For • Strong administrative or executive assistant background, • Tech-savvy; quick to learn software and insurance systems, • Excellent communication and organization skills, • Detail-oriented, reliable, and calm under pressure, • Able to manage multiple tasks and keep the owner on track, • Professional, polished, and dependable, • Must be in-office with reliable transportationBonus Points, • Experience in insurance, financial services, or professional offices, • Bilingual skills, • Natural problem-solver who enjoys taking initiative Equal Opportunity Employer: We do not discriminate based on race, color, religion, national origin, gender, age, disability, veteran status, or any other protected status. Accommodations are available upon request.