Executive Assistant - Part Time

Job Description: Executive Assistant (Part-Time)

Location: In-person, Southington, CT
Compensation: Hourly or Salary (Part-Time)
Industry: Insurance
Experience Required: Insurance industry experience is required; licensed insurance professional preferred.

Overview

As an established independent insurance agency, I am seeking a highly organized and proactive Executive Assistant. This role is pivotal in supporting agency operations, serving as a liaison with clients and carriers, and helping to drive the agency’s continued success.

Responsibilities

• Manage scheduling, correspondence, and travel arrangements for the agency owner.

• Assist with policy management, renewals, endorsements, and client communications.

• Liaise with underwriters, carriers, vendors, and key agency partners.

• Maintain confidential records in compliance with industry regulations.

• Support marketing, office administration, and event coordination as needed.

Five Key Accountabilities

1. Client Service & Communication

   • Respond promptly and professionally to client inquiries; support policy changes, renewals, and general information requests.

2. Scheduling & Owner Support

   • Coordinate the owner’s daily calendar, schedule meetings, and prepare documentation for appointments.

3. Insurance Operations Support

   • Process applications, endorsements, renewals, and maintain electronic policy files; assist with billing and claims as necessary.

4. Administrative Compliance

   • Ensure documentation and operational tasks meet insurance regulatory standards; safeguard confidential information.

5. Office & Project Management

   • Oversee select office functions, support agency marketing efforts, and manage small projects to improve agency workflow.

Qualifications

• Minimum 2 years’ insurance industry experience required.

• An active insurance license (preferred, not required).

• Proven organizational, communication, and problem-solving skills.

• Proficiency with common insurance management systems, MS Office Suite, and digital communication tools.

• Local availability for in-person work in Southington, CT.