Executive Assistant/ Personal Assistant

We are seeking an organized, proactive, and detail-oriented Executive Assistant to support the CEO of a growing Health and Life Insurance Agency. This role requires a high level of responsibility, communication skills, and the ability to manage multiple tasks efficiently. The ideal candidate will be a tech-savvy problem solver with a passion for providing exceptional administrative support.

**Software & Tools Required:** DO NOT APPLY IF YOU DO NOT HAVE EXPERIENCE WITH AGENCYBLOC
- AgencyBloc
- Google Calendar
- Zoom
- Levitate
- Vonage

**Key Responsibilities:**
- Administrative Support:**
- Birthday Cards Report
- Create and Prepare Sales Reports
- Manage employee time-off calendar
- Organize and maintain CEO’s emails
- Regularly check and clean up AgencyBloc activities
- Monitor pending policies and ensure follow-up
- Submit tickets and troubleshoot issues with Vonage phone system
- Maintain Levitate account, checking daily and responding promptly
- **Sales and Reporting:**
- Run and track sales reports in AgencyBloc
- Keep track of sales reports for meetings
- Check enrollment status from tactical form and ensure timely follow-up
- Oversee and track follow-ups in AgencyBloc
- **Office Operations:**
- Order enrollment kits for each carrier
- Order office supplies
- Organize and coordinate marketing events, meetings, and trainings for agents
- Set up and manage ZooUpgrade to see actual infoetings and Evite invitations for agency events
- Add new agents to AgencyBloc, including sending welcome emails, adding to group chats, and including them in email distribution
- Coordinate onboarding of new agents, including creating SOPs and ensuring smooth transitions into the team

**Skills & Qualifications:**
- Previous experience in an executive assistant or administrative support role, preferably in the insurance or financial industry
- Strong organizational skills with the ability to handle multiple tasks and deadlines
- Excellent communication skills, both written and verbal
- Strong tech proficiency and comfort with software such as AgencyBloc, Google Calendar, Zoom, Levitate, and Vonage
- Ability to anticipate needs and work independently with minimal direction
- Detail-oriented and proactive with excellent problem-solving skills

**Why You Should Apply:**
This is an exciting opportunity to play a pivotal role in a fast-paced, dynamic environment, and work directly with the CEO to help grow and manage the business. If you're a driven, tech-savvy professional with a passion for organization and efficiency, we want to hear from you!
** Must send me a video of why you would be the perfect candidate for this position.**