Insurance Sales Rep (2+Yrs Sales Exp. Required)

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.

Salary Range: $65000.00 - $85000.00 per year

Annual Base Salary + Commission+ Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

Executive & Administrative Support

• Provide direct administrative support to the Principal Agent and Management Team.
• Manage and maintain the Principal Agent's calendar, including appointments, meetings, deadlines, and special events.
• Coordinate scheduling and send reminders to ensure timely completion of tasks and commitments.
• Screen, prioritize, and manage incoming communications.
• Assist with daily operational and administrative duties to support agency leadership and staff.
• Prepare correspondence, reports, presentations, and other business documents as needed.
• Maintain confidentiality of client, employee, and company information.

Reporting & Data Management

• Compile, review, and update data from various company reports and systems.
• Analyze and organize information to provide management with accurate and timely updates on business performance.
• Create and maintain Excel spreadsheets, tracking reports, dashboards, and performance metrics.
• Assist in identifying trends, inconsistencies, and opportunities for improvement through reporting analysis.
• Ensure data accuracy and maintain organized records and documentation.

Social Media & Marketing Support

• Assist with the agency's social media presence across platforms such as Facebook, Instagram, LinkedIn, and Google Business Profile.
• Create, schedule, and monitor social media content.
• Support marketing campaigns, recruiting efforts, community events, and promotional activities.
• Track engagement metrics and provide recommendations to improve online visibility and brand awareness.
• Assist with basic graphic design, content organization, and communication initiatives.

Office Operations

• Coordinate internal meetings, training sessions, and special projects.
• Monitor and maintain office supplies and administrative resources.
• Support onboarding and training activities when needed.
• Assist leadership with project coordination and follow-up on assigned action items.
• Collaborate with team members to improve workflows and operational efficiency.

Required Qualifications

• Bilingual in English and Spanish.
• High school diploma or equivalent required.
• Minimum of 2 years of administrative, executive assistant, office management, or related experience preferred.
• Strong proficiency in Microsoft Office Suite, particularly Excel, Outlook, Word, and PowerPoint.
• Experience managing calendars, scheduling appointments, and coordinating meetings.
• Strong written and verbal communication skills.
• Excellent organizational skills with exceptional attention to detail.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Professional appearance and customer-focused attitude.
• Ability to handle sensitive and confidential information with discretion.

Preferred Qualifications

• Experience in the insurance, financial services, or professional services industry.
• Knowledge of CRM systems and reporting tools.
• Experience with social media management and content creation.
• Strong analytical and problem-solving skills.
• Ability to work independently while maintaining a high level of accountability.

Job Type: Full-Time

Work Location: In Office

Schedule: Monday-Friday

Compensation: Competitive salary based on experience