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An Executive Assistant supports agency principals, producers, or leadership teams by managing schedules, priorities, and internal coordination. This role acts as an operational gatekeeper, protecting focus, reducing context switching, and ensuring high-value work moves forward without delays or dropped details.
*Platform experience varies; onboarding or training may be required.
Leadership time is your most limited resource. An Executive Assistant ensures principals and producers stay focused on revenue-generating, advisory, and strategic work, while critical details, deadlines, and communication are handled consistently and professionally behind the scenes.
📍 Pricing will appear here
Serve as the first point of contact for policyholders by managing inbound calls, emails, and messages. Ensures fast response times, clear communication, and smooth routing to agents or internal teams.
Handle applications, endorsements, renewals, and documentation with accuracy and consistency to keep policies moving and records compliant.
Support clients during the claims process by managing intake, documentation, communication, and follow-ups, helping claims progress without overwhelming agents.