Job Description
Position Overview
Our client a highly respected insurance agency is seeking an Executive Assistant to support the Chief Sales Officer. This role provides high-level administrative and strategic support helping drive organization follow-through and execution across key sales initiatives. The ideal candidate excels in a fast-paced environment proactively anticipates needs and supports data analysis technology tools and presentation development. This individual will play a critical role in ensuring client interactions events and sales priorities are executed smoothly and on time with an opportunity to grow into broader project coordination responsibilities over time.
Responsibilities
- Provide high-level executive support to the Chief Sales Officer including calendar travel meeting preparation follow-up and proactive priority management
- Serve as a trusted execution partner and in-office point of connection maintaining visibility into sales team activity and supporting communication across stakeholders
- Navigate CRM and agency management systems (e.g. EPIC Salesforce) and support data organization reporting and dashboard preparation using tools such as Power BI
- Build polished on-brand presentations and sales materials based on executive direction including prospect decks sales meetings training content events and client communications
- Plan and coordinate internal and external meetings sales offsites conferences and high-touch client events including venue research and logistics for events hosting
- Manage client and team gifting event materials and experiential details with precision and timeliness
- Track action items timelines and follow-through while creating systems that improve efficiency execution and visibility
Skills and Qualifications
- Experience providing executive-level support to senior leadership in a fast-paced environment
- Strong organizational project and time-management skills with exceptional attention to detail and the ability to manage multiple priorities
- Confident technologically savvy user of CRM systems reporting tools and presentation software with strong presentation development and formatting skills
- Values consistency reliability and professionalism
- Excellent written and verbal communication abilities
- Highly self-directed problem solver with strong follow-through and exercises sound judgment
- Willingness to be in-office 4 days per week to support team connectivity and visibility
Salary/Compensation
- Salary: $60K-$80K / 5% Bonus
- Comprehensive benefits package to support your health and well-being.
- 401(k) retirement plan
- Hybrid remote work option
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-ET1
Required Experience:
IC
Job DescriptionPosition OverviewOur client a highly respected insurance agency is seeking an Executive Assistant to support the Chief Sales Officer. This role provides high-level administrative and strategic support helping drive organization follow-through and execution across key sales initiatives...
Job Description
Position Overview
Our client a highly respected insurance agency is seeking an Executive Assistant to support the Chief Sales Officer. This role provides high-level administrative and strategic support helping drive organization follow-through and execution across key sales initiatives. The ideal candidate excels in a fast-paced environment proactively anticipates needs and supports data analysis technology tools and presentation development. This individual will play a critical role in ensuring client interactions events and sales priorities are executed smoothly and on time with an opportunity to grow into broader project coordination responsibilities over time.
Responsibilities
- Provide high-level executive support to the Chief Sales Officer including calendar travel meeting preparation follow-up and proactive priority management
- Serve as a trusted execution partner and in-office point of connection maintaining visibility into sales team activity and supporting communication across stakeholders
- Navigate CRM and agency management systems (e.g. EPIC Salesforce) and support data organization reporting and dashboard preparation using tools such as Power BI
- Build polished on-brand presentations and sales materials based on executive direction including prospect decks sales meetings training content events and client communications
- Plan and coordinate internal and external meetings sales offsites conferences and high-touch client events including venue research and logistics for events hosting
- Manage client and team gifting event materials and experiential details with precision and timeliness
- Track action items timelines and follow-through while creating systems that improve efficiency execution and visibility
Skills and Qualifications
- Experience providing executive-level support to senior leadership in a fast-paced environment
- Strong organizational project and time-management skills with exceptional attention to detail and the ability to manage multiple priorities
- Confident technologically savvy user of CRM systems reporting tools and presentation software with strong presentation development and formatting skills
- Values consistency reliability and professionalism
- Excellent written and verbal communication abilities
- Highly self-directed problem solver with strong follow-through and exercises sound judgment
- Willingness to be in-office 4 days per week to support team connectivity and visibility
Salary/Compensation
- Salary: $60K-$80K / 5% Bonus
- Comprehensive benefits package to support your health and well-being.
- 401(k) retirement plan
- Hybrid remote work option
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-ET1
Required Experience:
IC
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