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Executive Assistant - Commercial Insurance

Wealthy Group of Companies LLC

Executive Assistant - Commercial Insurance

Lakewood, NJ
Full Time
Paid
  • Responsibilities

    Our organization is a dynamic, client-focused insurance agency specializing in commercial property and casualty insurance solutions. Since 2005, we have been dedicated to crafting customized insurance portfolios that protect businesses across various industries nationwide. With a team of 40 professionals, including 28 based in our vibrant Lakewood, NJ office and the remainder in our Lakewood, IL location, we pride ourselves on fostering a collaborative and innovative work environment. Our commitment to transparency, accountability, and exceptional service ensures our clients receive tailored coverage to support their long-term success.

    We are seeking a highly organized and proactive Executive Assistant to support our company's owner, a dynamic and creative leader with a fast-paced, multifaceted approach to business. This in-office role, based in our Lakewood, NJ office, is critical to ensuring seamless operations and providing high-level administrative support in the commercial property and casualty insurance industry. The ideal candidate will be a sharp, adaptable, and detail-oriented professional capable of managing a diverse range of tasks while keeping up with the owner's innovative and sometimes unpredictable style. This position offers the opportunity to work in a great work environment with a close-knit team, contributing directly to the company's success.

    Responsibilities

    • Provide comprehensive administrative support to the owner, including managing calendars, scheduling meetings, and coordinating travel arrangements.
    • Act as the primary point of contact for internal and external communications, handling emails, phone calls, and correspondence with professionalism and discretion.
    • Organize and prioritize the owner's tasks and projects, ensuring deadlines are met and key priorities are addressed efficiently.
    • Prepare and edit reports, presentations, and documents for client meetings, board reviews, and strategic planning sessions related to commercial insurance.
    • Coordinate and facilitate meetings, including preparing agendas, taking minutes, and following up on action items.
    • Manage special projects as assigned by the owner, such as research, event planning, or client outreach initiatives, ensuring timely and high-quality execution.
    • Maintain confidentiality of sensitive business and client information, upholding the highest standards of professionalism.
    • Collaborate with the Lakewood office team to streamline workflows, support office operations, and contribute to a positive team culture.
    • Anticipate the owner's needs by proactively identifying opportunities to improve efficiency and organization in their day-to-day activities.
    • Assist with light personal tasks as needed, such as coordinating appointments or managing personal schedules, to support the owner's work-life balance.

    Qualifications

    • Bachelor's degree or equivalent experience in business administration, office management, or a related field.
    • 3-5 years of experience as an executive assistant or in a similar high-level administrative role, preferably in a fast-paced or creative environment.
    • Exceptional organizational and time-management skills, with a proven ability to prioritize tasks and manage multiple responsibilities simultaneously.
    • Strong interpersonal and communication skills, both written and verbal, with the ability to interact professionally with clients, team members, and stakeholders.
    • Ability to thrive under pressure, adapt to changing priorities, and maintain composure when working with a dynamic, high-energy leader.
    • High level of emotional intelligence and problem-solving skills, with a proactive approach to anticipating needs and resolving challenges.
    • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace, with experience using scheduling and project management tools.
    • Discretion and integrity in handling confidential information related to the business and its clients.
    • Experience in the commercial property and casualty insurance industry is a plus but not required.
    • A positive attitude, strong work ethic, and a desire to contribute to a collaborative and innovative team environment.

    Compensation and Benefits

    • Salary : $80,000–$90,000 annually, commensurate with experience.
    • Benefits : Full benefits package, including health, dental, and vision insurance, as well as a 401(k) plan.
    • Perks : Access to an on-site gym and fully stocked kitchens to support a healthy and comfortable work environment.
    • Work Environment : Join a great workplace culture with a tight-knit team of 40 employees, where creativity, collaboration, and excellence are valued.