Executive Assistant jobs at Chubb - 307 jobs

Full Time Oakbrook Terrace, IL, US Salary Range:$67,000.00 To $80,000.00 Annually The Executive Assistant provides high-level administrative support to senior executives on the Enterprise Operating Committee, ensuring smooth day-to-day operations and enabling leadership to focus on strategic priorities. This role requires exceptional organizational skills, discretion, and the ability to manage multiple tasks in a fast-paced environment. This position will report to the Director, Office Administrator. Essential Elements Manage complex calendars, schedule meetings, and coordinate travel arrangements. Draft, review, and manage correspondence, presentations, and reports. Prepare agendas, take minutes, and ensure follow-up on action items. Assist with special projects, research, and data analysis as needed. Provides support, however needed, to all members of the department's team, utilizing prioritization skills to ensure maximum efficiency. Handle sensitive information with the highest level of discretion. Serve as a point of contact between executives and internal/external stakeholders. Oversee administrative processes and ensure efficiency in executive workflows. Performs event planning, particularly for Board meetings and conferences. This involves site selection, negotiating with vendors, communicating with Board members / participants and their Executive Assistants, preparing travel itineraries, creating event budgets, etc. Completes expense reports for members in the department Exercises independent judgment in interpreting and releasing information to associates both within the company and external Requirements Education and Certifications Bachelor's degree preferred or equivalent experience. Experience 5+ years supporting senior executives in a corporate environment. Advanced proficiency in Microsoft Office Suite and collaboration tools. Strong written and verbal communication skills. Excellent time management and prioritization abilities. High level of professionalism and discretion. Demonstrated ability to hold to high standards of customer service with both employees internally and outside parties

Join the #1 Bilingual Agency in the U.S. - No Experience? No Problem! Adriana's is the fastest-growing an best-performing bilingual agency in the nation. With over 30 years of success and more than 40 offices across Southern California, we're expanding and looking for motivated individuals to join our team. No license? No problem! You do not need a license to apply for this position. We will hire you as a paid trainee and provide on-the-job training to help you build the skills needed to become a licensed insurance agent. This is our investment in you-we believe in growing our employees from within, giving you the tools and mentorship needed to succeed. This position offers hourly pay plus performance-based unlimited bonuses, so your hard work is rewarded as you progress. What You'll Do Receive on-the-job paid training to develop a deep understanding of insurance products and sales strategies. Educate and empower customers by helping them understand their insurance needs and coverage options. Drive sales and build strong relationships with clients. Thrive in a fast-paced, high-energy environment, working independently or as part of a team. Work with top-rated insurance carriers to generate leads and earn performance-based incentives. Your journey starts with outbound calls, but the opportunities for growth are endless. Many of our top agents started just like you-without prior experience. With dedication and hard work, they are now leading teams and advancing their careers. What We're Looking For A charismatic and motivated individual who enjoys connecting with people. Customer service experience is preferred but not required. Sales-driven and goal-oriented with a strong work ethic. Comfortable using Microsoft Office and CRM platforms. Bilingual in English and Spanish to connect with our diverse customer base. A team player who is eager to learn and grow within the company. Perks & Benefits On-the-job paid training to set you up for success. Career advancement opportunities with leadership development programs. Health, dental, vision, and life insurance. 401(k) plan with company matching. Paid vacation. Hourly pay plus unlimited performance-based bonuses.

Our client has been experiencing tremendous growth within their Excess Casualty Underwriting Division and is seeking to add a Senior/Executive Excess Casualty Underwriting Specialist. This person would be responsible for marketing/production of new and renewal business while providing a customer-first mindset, putting our client's customers at the center of everything you do. This includes being a technical expert in a designated coverage, product or product line, mentoring and training less experienced staff. Responsible for developing and managing a book of Non-Admitted Excess business. Select, review, model, analyze and underwrite the most complex submissions within the context of applying the division's underwriting guidelines and standards. Develop and maintain strong relationships with wholesale brokers in order to successfully produce, manage and grow the client's business. Work with local, regional, and home office management to renew accounts annually. Respond to brokers when particular risks do not meet underwriting guidelines and offer alternative options and cross sell other products. May serve as the department liaison with the Regulatory Compliance and Actuarial departments. Requirements 5 - 10+ plus years of Excess Underwriting experience, preferably handling Non-Admitted business 5+ years of experience working with wholesale brokers in the region Proven track record of building strong Broker Relations Understanding of current market conditions, trends in competition and new product development Strong communication, analytical skills, and business acumen Excellent problem solving & decision-making skills Bachelor's Degree is strongly desired. Salary & Benefits $150,000 to $200,000+ annual base salary plus 10 - 30% Target Bonus Flex schedule and ability to work remotely Extremely competitive Medical, Dental, Vision and Life plans Employer matching 401(k) plan Generous PTO plan Employee Stock Purchase Plan with employer matching #J-18808-Ljbffr

Our client has been experiencing tremendous growth within their Excess Casualty Underwriting Division and is seeking to add a Senior/Executive Excess Casualty Underwriting Specialist. This person would be responsible for marketing/production of new and renewal business while providing a customer-first mindset, putting our client's customers at the center of everything you do. This includes being a technical expert in a designated coverage, product or product line, mentoring and training less experienced staff. Responsible for developing and managing a book of Non-Admitted Excess business. Select, review, model, analyze and underwrite the most complex submissions within the context of applying the division's underwriting guidelines and standards. Develop and maintain strong relationships with wholesale brokers in order to successfully produce, manage and grow the client's business. Work with local, regional, and home office management to renew accounts annually. Respond to brokers when particular risks do not meet underwriting guidelines and offer alternative options and cross sell other products. May serve as the department liaison with the Regulatory Compliance and Actuarial departments. Requirements 5 - 10+ plus years of Excess Underwriting experience, preferably handling Non-Admitted business 5+ years of experience working with wholesale brokers in the region Proven track record of building strong Broker Relations Understanding of current market conditions, trends in competition and new product development Strong communication, analytical skills, and business acumen Excellent problem solving & decision-making skills Bachelor's Degree is strongly desired. Salary & Benefits $150,000 to $200,000+ annual base salary plus 10 - 30% Target Bonus Flex schedule and ability to work remotely Extremely competitive Medical, Dental, Vision and Life plans Employer matching 401(k) plan Generous PTO plan Employee Stock Purchase Plan with employer matching #J-18808-Ljbffr

Initiates the referral and enrollment process for VNS health plan services to achieve desired enrollment goals. Performs outreach to assess eligibility and troubleshoot inquiries related to enrollment issues. Works under general supervision. * Provides consumers education on VNS Health plans benefits and eligibility requirements. Reviews and confirms potential enrollees eligibility; collaborates with New York Medicaid Choice (NYMC) in scheduling New York Independent Assessor (NYIA) assessments, including follow up to obtain CFEEC scheduled dates and outcomes as needed. * Offers assignment of Medicare assistance as needed. * Responds to inquiries regarding pre-enrollment issues, eligibility and program information to ensure service satisfaction. Works with our internal and external customers to ensure referrals are processed and followed up in a timely manner. * Participates in outreach to potential enrollees referred via our referral inbox and/or fax. Reviews their eligibility and transfers them to the appropriate program. Schedules the NYIA assessments follow up as needed to obtain NYIA scheduled assessment dates and outcomes as needed. * Processes daily submissions received internally for enrollment to Maximus via the portal. Maintains member record system with new employee enrollment documents. * Works collaboratively with various departments and vendors to ensure consumers are enrolled in a timely matter. * Ensures Auto (State mandatory) enrolled members are uploaded to Share Point for vendor assignment. * Prepares monthly enrollment report for new enrollees start of care authorizations and care manager assignment. * Assists in the monitoring and updating of our Health Commerce System case list. * Provides education on CDPAS process and requirements for members interested in receiving CDPAS services. * Provides outreach to new enrollees and current members and their PCPs to obtain new or recertification MD Orders for continued CDPAS services. * Maintains and documents actions taken in our CDPAS membership tracking database and upload completed CDPAS Acknowledgment forms and MD Orders. * Receives and processes daily Care Management (CM) and Utilization Management (UM) Activities request for vendor assignment. Creates activities for follow up as needed. * Schedules SCIC and assessment request received via Share Point for Select Health members. * Conducts daily outreach to potential enrollees to confirm acceptance of hours offered and completion of 3-way transfers calls with the potential enrollee and NYMC prior to the deadline. * Participates in special projects and performs other duties as assigned. Qualifications Licenses and Certifications: Valid NYS driver's license or NYS non-driver's ID required Education: Associate's Degree in health, human services, other related discipline or the equivalent work experience required Work Experience: Minimum two years experience in customer service required. Proficient interpersonal, organizational, strong attention to detail, analytical and writing skills required. Knowledge of Medicaid eligibility requirements required. Proficiency with personal computers, including MS Excel, Word and Outlook preferred. Prior experience in Call Center setting preferred Pay Range USD $20.98 - USD $26.23 /Hr. About Us VNS Health is one of the nation's largest nonprofit home and community-based health care organizations. Innovating in health care for more than 130 years, our commitment to health and well-being is what drives us - we help people live, age and heal where they feel most comfortable, in their own homes, connected to their family and community. On any given day, more than 10,000 VNS Health team members deliver compassionate care, unparalleled expertise and 24/7 solutions and resources to the more than 43,000 "neighbors" who look to us for care. Powered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond.

The Senior Executive Assistant will provide comprehensive administrative support for multiple senior executives. This role requires a professional who thrives in a fast-paced environment, anticipates needs, and manages competing priorities with discretion and efficiency. The ideal candidate will have exceptional communication skills, meticulous attention to detail, and the ability to handle sensitive information with the highest level of confidentiality. Accountabilities: * Manage complex calendars for 3-5 senior executives, proactively anticipating and resolving scheduling conflicts, prioritizing meeting requests, and strategically protecting executives' time. Coordinate appointments, events, and recurring commitments across multiple time zones with attention to preparation time, follow-up needs, and critical deadlines. * Maintain awareness of the organizational calendar to help identify potential scheduling conflicts and opportunities for executive participation. * Coordinate travel arrangements, including researching and booking flights, accommodations, ground transportation, and other logistics. Prepare detailed travel itineraries, ensure all travel documents are in order, and adjust plans quickly in response to changes or disruptions. * Prepare, process, and reconcile expense reports accurately and in compliance with company policies, ensuring timely submission and proper coding for financial reporting. Track outstanding reimbursements and follow up as needed. * Organize and support meetings by preparing agendas, gathering and distributing relevant materials in advance, reserving meeting spaces or setting up virtual platforms, and providing technical support during meetings. If requested, capture detailed notes and track action items to ensure follow-through. * Serve as a primary point of contact between executives and internal/external stakeholders, demonstrating professionalism, discretion, and excellent judgment in all communications. * Monitor and follow up on open tasks and action items, ensuring executives are prepared for upcoming meetings, deadlines are met, and projects stay on track. * Handle sensitive and confidential information with the highest level of integrity, ensuring secure handling and discretion at all times. * Assist with special projects, presentations, and operational initiatives as assigned, providing research, data compilation, and logistical coordination to support company goals. * Provide backup support to the Executive Operations Manager during absences or high-volume periods, ensuring continuity of executive support, office operations, and internal communications. * Assist EOM in planning and execution of corporate events, including leadership meetings, employee gatherings, client functions, and community engagement activities. Coordinate logistics, manage vendor relationships, and ensure events run smoothly and reflect the company's brand and culture. * Assist in identifying opportunities to streamline administrative processes and improve efficiency. Qualifications: * 5 years of executive administrative experience, preferably in financial services, insurance, or a related industry. * Proven ability to manage multiple calendars and high-volume scheduling. * Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and virtual meeting platforms (Teams). * Exceptional organizational and time management skills. * Strong written and verbal communication skills. * Ability to work independently, anticipate needs, and make sound decisions. * High level of professionalism, discretion, and confidentiality. Compensation: * $55,000 - $80,000 commensurate with experience, plus bonus eligibility Benefits: We are proud to offer a robust benefits suite that includes: * Competitive base salary plus incentive plans for eligible team members * 401(K) retirement plan that includes a company match of up to 6% of your eligible salary * Free basic life and AD&D, long-term disability and short-term disability insurance * Medical, dental and vision plans to meet your unique healthcare needs * Wellness incentives * Generous time off program that includes personal, holiday and volunteer paid time off * Flexible work schedules and hybrid/remote options for eligible positions * Educational assistance #TMG

Company:MarshDescription: We are seeking a talented individual to join our team at Marsh as a Senior Manager, Administrative Service Delivery Team Leader based out of our New York City office. This is a hybrid role that requires working at least three days a week in the office. The successful candidate will lead daily operations from a support and administrative level, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution. What can you expect? You will manage a global team which includes administrative assistant leaders and a team of executive assistants. You will coach and develop leaders to effectively manage their own teams You will be accountable for the development and performance management of the executive and administrative assistant team, including ensuring consistency in setting individual annual performance goals and training selection, responsibility for mid- and end-year reviews, coaching to help team achieve goals, develop skills or improve performance, managing performance issues, and capturing and incorporating feedback from all stakeholders into performance evaluations. You will have accountability and oversight for maintaining the integrity of the Marsh US administrative assistant model. You will foster a strong sense of community and connectivity between nearshore and onshore administrative assistants to enhance collaboration and engagement. This hybrid position requires in-office presence 3 days a week. What's in it for you? A global company with a strong brand and strong results to match. A culture of collaboration, and valued partnership with the business. Competitive pay and full benefits. We will count on you to: Manage a team of Administrative Assistant Leaders and executive assistants, ensuring a balanced support model that optimizes capacity. Provide administrative support to Senior Leader(s). Work closely with the region leader, office leadership, and HR to address management or team-related issues. Lead complex initiatives on behalf of the regional and/or global team. Be a change ambassador and work with teams to adapt to changes by ensuring they have the right information, training, and support, with the end goal of implementing new firm initiatives or function process changes. Ensure consistent hiring practices prioritizing capability and delivery standards. Oversee training and onboarding processes to align with organizational expectations. Promote and socialize best practices, serving as the escalation point for executive and nearshore site leaders. Consult with business leaders as needed to align team efforts with business objectives. Take ownership of decisions and actions related to team management and operational outcomes. Coordinating day-to-day collaboration, i.e. Time-off, new EA tasks, vendor/process management support (C&W, Xerox, BCD, procurement). Ensuring feedback from all stakeholders is captured in performance reviews. Building community and connectivity with nearshore and onshore AA's. What do you need to have? A minimum of 10 years of total experience, with at least 5 years' experience working in a management position (you should be a strong people manager capable of recruiting, training, coaching and motivating talent). Advanced experience with Microsoft Office suite, including Word, Outlook, Excel and PowerPoint. Proficient with data analysis and reporting. Bachelor's degree/diploma in any field or equivalent experience. Extensive knowledge of strategic planning, headcount management, budget management, process standardization, project management, group facilitation and management of large groups of people. What makes you stand out? Preferred experience in management consultancy or similar professional services industry. Creative, methodical, organized with excellent attention to detail, flexible attitude; embraces change, hard-working, and results-driven. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $88,200 to $187,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

AgentSync is seeking an exceptional Executive Assistant to serve as a trusted partner and operational backbone for our CEO and Executive Leadership Team (ELT). This is a high-impact role for a senior EA who thrives in complexity, exercises strong judgment, and creates clarity and momentum at the leadership level. This role goes beyond traditional executive support. The Executive Assistant acts as a force multiplier-integrating priorities, managing executive rhythm, and ensuring disciplined follow-through on the company's most important work. This role requires a close, trust-based partnership with the CEO. You will operate with high autonomy and judgment, acting as an extension of the CEO to anticipate needs, filter inputs, and ensure focus remains aligned to the company's most important priorities. What you'll do Manage complex calendars and travel for the CEO and senior executives across multiple time zones, making real-time prioritization decisions and trade-offs to protect focus and decision-making time Coordinate high-impact meetings, executive communications, and information flow across the Executive Leadership Team (ELT) Track executive priorities, decisions, and commitments, with authority to intervene, reprioritize, and drive follow-through as needed Support executive decision-making by helping frame issues, clarify trade-offs, and translate decisions into action Coordinate ELT meetings, strategic offsites, and Board meetings, designing repeatable operating rhythms, agendas, and materials that drive clarity and decision-making Design, implement, and continuously improve executive operating systems and rhythms that reduce friction and increase leverage Support onboarding and integration of new executive leaders Partner with the People team on workplace and facilities coordination, employee engagement activities, and People-related operational tasks that intersect with executive priorities Support planning and execution of company events, leadership offsites, and key external engagements Help ensure the CEO's time is consistently aligned to the company's most important priorities Partner with the Executive Leadership Team, ensuring all high-level activities and commitments are executed with focus, discipline, and reliable follow-through. Your experience 7-10+ years of experience supporting senior executives; 5+ years supporting C-level or ELT members Experience in fast-paced, high-growth environments (technology, SaaS, or similar) Strong executive judgment, emotional intelligence, and discretion Exceptional communication skills and ability to influence without authority Proven ability to create structure and momentum in ambiguous environments Why This Role This role is ideal for a senior Executive Assistant who wants to operate as a true Executive Partner-helping shape how leadership teams operate and enabling executives to focus on what matters most. Don't meet every single requirement? At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Location This is a hybrid position and is open to candidates living within 25 miles of our office in RiNo. Candidates for this role will work on our hybrid schedule Tu, Wed., Th. in office, and M, F work from home. Total Compensation The following represents AgentSync's reasonable estimate of the range of possible compensation for this role. 💰 $125,000K - $145,000K base salary 💲 Annual company bonus ⚖️ Equity in the form of stock options Health Benefits 🏥 Medical - Cigna plans with 100% employer paid premiums on 2 plan options 🦷 Dental - 100% paid premium plan for you and your dependants 👁️ Vision - 100% paid premium plan for you and your dependants 📔 Employee Assistance Plan Financial Benefits 🏦 401(k) retirement savings plan 🤒 HSA employer contributions Other Benefits 🌴 Flexible PTO 📆 12 paid holidays per year 🍼 12 weeks parental leave w/generous return to work stipend Candidates: AgentSync Recruiting & Talent teams will only communicate with you ******************* email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!). We are not able to consider candidates who require a work visa now or in the future.

The Opportunity We are seeking a highly skilled Executive Assistant to provide comprehensive support to our Executive team members. This individual will play a key role in enhancing the effectiveness and visibility of the leadership team by managing a wide range of tasks with exceptional organization and professionalism. The ideal candidate will be proactive, adaptable, and capable of handling sensitive and confidential information with discretion. The Executive Assistant will serve as a professional representative of the leadership team, building strong relationships with carriers, business community groups, vendor partners, and clients. A strong ability to prioritize tasks, manage complex schedules, and contribute to a positive work environment is essential. How You Will Make an Impact * Provide high-level administrative support to Executive team members, managing their schedules, meetings, and travel arrangements * Act as a liaison between executives and internal/external stakeholders, maintaining effective relationships with carriers, business partners, and clients * Organize and prioritize meetings, appointments, and events, ensuring efficient time management and coordination * Draft, proofread, and edit correspondence, presentations, reports, and other critical business documents * Arrange complex travel itineraries, accommodations, and logistics for business trips and meetings * Schedule, coordinate, and prepare materials for meetings, conferences, and special events with meticulous attention to detail * Handle sensitive information with the utmost confidentiality and professionalism * Assist with special projects, tracking progress, and ensuring deadlines are met * Provide backup support to other Executive Assistants as needed, fostering team collaboration What You Will Need to Succeed * Bachelor's degree or equivalent experience, with a minimum of 3-5 years providing executive-level support to senior management or board-level executives preferred * Exceptional organizational and planning skills with the ability to manage multiple priorities and interruptions * Advanced proficiency in Microsoft Office suite, particularly Word, Excel, and PowerPoint, along with M3 systems * Strong written and verbal communication skills with professional presentation abilities * Demonstrated ability to exercise good judgment, show initiative, and maintain confidentiality * Proven adaptability and flexibility in a fast-paced environment * Experience in conflict resolution and coaching abilities * Valid driver's license and ability to travel less than 5% of time * Ability to work scheduled hours between 8 AM to 5 PM, Monday through Friday Join Us Your role at M3 won't be about the boundaries presented in a job description - it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position. Who We Are As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients - not what's best for Wall Street or private equity. What Draws People to M3 Autonomy- Being able to work towards a common goal, but how you get there is an open book. Immediate Impact- Every M3er can make an impact, from day one in any role. Powered by Team- Be a part of a close-knit group of team members with whom you build trust and share responsibility. People- Every M3er is unique in their own way, M3 is a collection of unique achievers. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely every so often while still fostering collaboration and innovation in-person in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere. Benefits as an M3er Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization. Diversity, Equity & Inclusion M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision. Equal Employment Opportunity M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.

JOB TITLE: Executive Assistant DEPARTMENT: Employee Benefits Venbrook Insurance Services is among the largest insurance brokerages in the U.S. We are a trusted partner to small and medium-size business providing a range of products and services, including accident & health insurance, property & casualty insurance, employee benefits, surety & title insurance, and risk management and protection. Our clients count on us to care for their needs when the unexpected happens. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values. We offer competitive compensation and a comprehensive benefits package: 401k + employee match Medical, dental, vision, life, and disability insurance Paid Time Off (PTO) Paid Holidays Paid Sick leave Professional development programs Work-life quality and flexibility Visit us online at ***************** POSITION OVERVIEW: Come join our team as an important and contributing team member. The Executive Assistant role is a great way to add valuable experience to your resume. This role will actively support the President of Corporate Benefits and Specialty Health. They will work closely with Senior Executive Assistant, who supports all Venbrook Senior Leadership. DUTIES & RESPONSIBILITIES: Organize and schedule appointments, meetings, and travel arrangements for multiple calendars. Manage expense reports through Workday. Coordinate logistics for meetings, including room setup, and catering. Work with sensitive information with discretion to maintain confidentiality and security. Produce and distribute correspondence memos, letters, and forms. Assist in the preparation of agendas, reports, and presentations. Handles executive online presence on LinkedIn Help support the division with ad hoc projects. Order and maintain supplies for office. Handle office deliveries Direct visitors and answer phone calls. In-office position with in the West LA Office. Provide personal assistance including scheduling family doctor appointments, coordinating travel, managing returns and orders, handling prescription coordination, picking up packages, and supporting various personal appointments. Team Support for the broader Employee Benefits team, including scheduling group meetings, preparing and distributing materials, coordinating cross-team communication, assisting with onboarding, sending reminders, serving as notetaker during meetings, and handling related follow-up tasks. Some PA work managing insurance coordination, reimbursements, and appointments, Experience in offsite event planning for Annual Employee benefits offsite meeting. QUALIFICATIONS: High level of professionalism, confidentiality, courtesy, and integrity. 5+ years of basic administrative experience. Team player with the ability to frequently change priorities in a fast-paced environment. Superior record for attendance and punctuality. Excellent time management skills and the ability to prioritize tasks. Experience supporting a team or department a must. High school diploma or equivalent essential. Proficient in MS Suite (Outlook, Excel, PowerPoint).

The Executive Assistant is a proactive, detail-oriented and techy savvy position, providing support to Producers. The ideal candidate will thrive in a fast-paced environment and play a critical role in enabling productivity, handling confidential team information and enhancing team coordination. Position Responsibilities Calendar, Schedule and Email Management * Proactively monitor the Producer's inbox, prioritizing emails and responding on behalf of the Producer when appropriate. * Flag important emails and coordinate timely follow-up, in particular items that require immediate attention. * Maintain calendars and schedule meetings and appointments, as requested. * Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items. * Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary. * Coordinate with internal and external stakeholders to avoid scheduling conflicts and ensure smooth operations. * Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits Communication and Correspondence * Lead weekly 1:1 meetings with Producer and applicable team members by preparing agenda inclusive of items to coordinate upcoming schedules, projects in progress, client request, prospect requests and other items as needed by the Producer * Maintain project tracking of key initiatives / project in progress and communicate status updates on a regular basis * Act as a point of contact between the Producer and internal / external stakeholders * Ensure clear and timely communication and manage any urgent requests or issues that arise. * Professionally communicate and build relationships with internal / external stakeholders as an extension of the Producer brand * Draft, review and proofread high-quality communications including emails, memos, reports and presentations * Manage "Lockton Wins" announcements for Producer new business Event Support * Organize and support events by preparing agendas, coordinating attendance, vetting and securing vendors, curating marketing materials and supporting post-event follow up activities. * Support conferences by completing registration, conducting prospect research, scheduling meetings, organizing travel / logistics, and curating any applicable marketing materials * Provide on-site support for the event as requested * Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.) Book of Business / Administrative Support * Maintain client/prospect database and reports in Salesforce * Review accounts receivable on a monthly basis and coordinate with account teams on any receivables over 60 days * Responsible for accounting related activities such as receipt collection, expense report submission, credit card billing reconciliation, bill pay, taxes coordination and review of capital accounts and statements * Create and maintain files of correspondence and other records, processing files for dead storage, as necessary * Take a proactive approach to understanding client profiles, preferences and touchpoints * Prepare and/or review a variety of client correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation * Coordinate with Producer and associate teams to complete assignments / projects including RFPs, client renewal / pre-renewal documents, prospect presentations, etc. * Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.) * Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders Other Duties * Perform other work-related duties as assigned #LI-OE1

The Executive Assistant is a proactive, detail-oriented and techy savvy position, providing support to Producers. The ideal candidate will thrive in a fast-paced environment and play a critical role in enabling productivity, handling confidential team information and enhancing team coordination. Position Responsibilities Calendar, Schedule and Email Management * Proactively monitor the Producer's inbox, prioritizing emails and responding on behalf of the Producer when appropriate. * Flag important emails and coordinate timely follow-up, in particular items that require immediate attention. * Maintain calendars and schedule meetings and appointments, as requested. * Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items. * Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary. * Coordinate with internal and external stakeholders to avoid scheduling conflicts and ensure smooth operations. * Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits Communication and Correspondence * Lead weekly 1:1 meetings with Producer and applicable team members by preparing agenda inclusive of items to coordinate upcoming schedules, projects in progress, client request, prospect requests and other items as needed by the Producer * Maintain project tracking of key initiatives / project in progress and communicate status updates on a regular basis * Act as a point of contact between the Producer and internal / external stakeholders * Ensure clear and timely communication and manage any urgent requests or issues that arise. * Professionally communicate and build relationships with internal / external stakeholders as an extension of the Producer brand * Draft, review and proofread high-quality communications including emails, memos, reports and presentations * Manage "Lockton Wins" announcements for Producer new business Event Support * Organize and support events by preparing agendas, coordinating attendance, vetting and securing vendors, curating marketing materials and supporting post-event follow up activities. * Support conferences by completing registration, conducting prospect research, scheduling meetings, organizing travel / logistics, and curating any applicable marketing materials * Provide on-site support for the event as requested * Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.) Book of Business / Administrative Support * Maintain client/prospect database and reports in Salesforce * Review accounts receivable on a monthly basis and coordinate with account teams on any receivables over 60 days * Responsible for accounting related activities such as receipt collection, expense report submission, credit card billing reconciliation, bill pay, taxes coordination and review of capital accounts and statements * Create and maintain files of correspondence and other records, processing files for dead storage, as necessary * Take a proactive approach to understanding client profiles, preferences and touchpoints * Prepare and/or review a variety of client correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation * Coordinate with Producer and associate teams to complete assignments / projects including RFPs, client renewal / pre-renewal documents, prospect presentations, etc. * Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.) * Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders Other Duties * Perform other work-related duties as assigned #LI-OE1

Are you looking to expand your skills and take the next step in your career? Do you enjoy working with corporate and community leaders to help build a better tomorrow? Are you looking to join a stable organization with over 125 years of history? If so, you owe it to yourself to inquire about the Executive Assistant position for the Jewish Home and Care Center Foundation. The Jewish Home and Care Center Foundation is a proud supporter of Ovation Communities. Ovation Communities is one of Milwaukee's premiere elder care facilities, supporting residents across the entire elder care spectrum: from independent living to memory care to skilled nursing. Located on the bluffs overlooking Lake Michigan, Ovation Communities offers a supportive community for residents and their families. As the Executive Assistant for the Foundation, you will provide professional and executive administrative support to the Foundation President. This includes complex administrative support, project management, donor relations, report running and event planning. This full-time position offers a competitive salary, great benefits, retirement and underground parking. If you are a skilled executive assistant and looking to have your voice heard and to be part of a supportive team, this may be the career move for you! Apply today!

GENERAL OVERVIEW OF KEY ROLES & RESPONSIBILITIES: 1. This position will perform a full range of administrative and office management responsibilities as they relate to administrative services and as assigned by the Chief Operating Officer (COO). ESSENTIAL & CORE FUNCTIONS: 1. Assist the COO with the daily operations. 2. Directs and coordinates administrative services, which may include clerical and support services such as printing, messenger services, telecommunications and purchasing. 3. Prepare & submit agency bills for payment. 4. Oversees and performs clerical and administrative support tasks, prepare monthly schedules for facilities staff. 5. Prepare & submit department monthly reports. 6. Order and maintain necessary agency office supplies. 7. Prepares and updates weekly and monthly calendar for the COO or designee. 8. Maintains files, including filing and retrieval of hard copy and computer files.. 9. Prepares and disseminates agenda information to appropriate members prior to scheduled meetings. 10. Maintains confidentiality and file safety. 11. Participates in-service training, attends unit, staff and other meetings as required, and takes minutes at meetings. 12. Answer agency main phone lines when needed. ADDITIONAL RESPONSIBILITIES: Performs other duties and special projects as assigned. PREREQUISITES & QUALIFICATIONS FOR THE POSITION: Bachelor's degree with 2 to 3 years of office management experience. Or High school diploma with 4 to 5 years of administrative or office management experience. Proficient in computer skills such as Microsoft office software applications. Excellent organizational, management and communication skills. COMPETENCIES & PERSONAL CHARACTERISTICS Ability to use specialized equipment including computers and associated software. Demonstrates ability to work in a team environment. Demonstrates ability/ willingness to learn new skills that will contribute to maintaining departmental and agency standards of excellence. Ability to delegate responsibility to clerical or support staff. ORGANIZATIONAL ACCOUNTABILITY & RELATIONSHIPS: 1. The individual is to be supervised by the Chief Operating Officer. 2. The individual must report to the office 5 days per week. 3. The individual may be ask to work sometimes after hours and on weekends usually for an activity or event. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually moderate. GENERAL SIGN OFF: The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies. I have read and understand this explanation and job description. Signature: _____________________________________________ Date: ______________ Human Resources/Management Signature: _______________________ Date: _______________ Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability

Lockton Dunning Benefits is currently seeking an Executive Assistant to provide administrative support to two executive level associates. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities. * Prepare a variety of correspondence, reports, spreadsheets, and other documents ensuring accuracy for proper content, format, grammar, spelling, and punctuation. * Provide support to upper-level executives, including interaction with and providing assistance to clients, Associates and vendors. * Proactively manage and monitor calendar appointments and meetings. * Meet regularly with executives to receive and provide updates on work assignments. * Schedule and arrange internal and external meetings and appointments as requested. * Coordinate special events; arrange for catering and clean up after events. * Arrange all phases of travel, including monitoring travel delays and changes. Maintain and prepare records, itineraries, and travel credits. * Responsible for all expense report-related activities, such as receipt collection and follow up, preparation and submission of expense reports, and corporate credit card billing reconciliation. * Attend meetings, take minutes, and distribute as needed. * Receive and read daily mail, paying special attention to items requiring immediate attention. Prepare outgoing mail and special mailings as assigned. * Answer and respond to incoming calls, as applicable. * Maintain and keep current on all filing required by executive. #LI-LL1

Bankers Financial Corporation is a holding company that started in St. Petersburg, FL, in 1976. The heart of our corporation lies with our employees and our communities. At Bankers, we focus on building an environment where all voices are heard and respected, and our employees can grow, succeed, and make an impact. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibilit y: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.' Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character and transparency. Making a unified effort to achieve the goals of the organization, embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success, and focusing on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community. Summary/Objective This position functions as the Executive Assistant to the company President. Supports the Management, Administration, and Operations departments by coordinating and directing diverse programs. Essential Functions Coordinate and manage schedule, arranging meetings, appointments, and travel plans Screen and prioritize incoming communications, including emails and phone calls Draft, proofread, and edit documents, reports, presentations, and correspondence Prepare meeting agendas and follow-up actions Arrange travel, including booking flights, accommodations, and transportation Prepare detailed itineraries and handle any changes or issues that arise during travel Maintain accurate and organized records and files, both electronic and physical Coordinate and plan company events, meetings, and conferences Act as a brand ambassador for the executive and the organization Physical attendance is required at the worksite 4 days a week 8 am to 5 pm. Required Education and Experience 5+ years in an executive administrative assistant role High School diploma or equivalent Preferred Education and Experience AA Degree Exceptional communication skills, written and verbal Superior organization and time management skills Proficiency in Microsoft Office Strong problem-solving and decision-making skills Professional attitude and appearance Ability to multitask and work in a fast-paced environment Service-oriented Team player The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Job Description Bankers Financial Corporation is a holding company that started in St. Petersburg, FL, in 1976. The heart of our corporation lies with our employees and our communities. At Bankers, we focus on building an environment where all voices are heard and respected, and our employees can grow, succeed, and make an impact. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibility: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.' Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character and transparency. Making a unified effort to achieve the goals of the organization, embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success, and focusing on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community. Summary/Objective This position functions as the Executive Assistant to the company President. Supports the Management, Administration, and Operations departments by coordinating and directing diverse programs. Essential Functions Coordinate and manage schedule, arranging meetings, appointments, and travel plans Screen and prioritize incoming communications, including emails and phone calls Draft, proofread, and edit documents, reports, presentations, and correspondence Prepare meeting agendas and follow-up actions Arrange travel, including booking flights, accommodations, and transportation Prepare detailed itineraries and handle any changes or issues that arise during travel Maintain accurate and organized records and files, both electronic and physical Coordinate and plan company events, meetings, and conferences Act as a brand ambassador for the executive and the organization Physical attendance is required at the worksite 4 days a week 8 am to 5 pm. Required Education and Experience 5+ years in an executive administrative assistant role High School diploma or equivalent Preferred Education and Experience AA Degree Exceptional communication skills, written and verbal Superior organization and time management skills Proficiency in Microsoft Office Strong problem-solving and decision-making skills Professional attitude and appearance Ability to multitask and work in a fast-paced environment Service-oriented Team player The preceding position description has been de signed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Bankers Financial Corporation is a holding company that started in St. Petersburg, FL, in 1976. The heart of our corporation lies with our employees and our communities. At Bankers, we focus on building an environment where all voices are heard and respected, and our employees can grow, succeed, and make an impact. Our Core Values Include Collaboration: working together is critical to achieving organizational goals. Innovation: growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance: we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibility: we place charity and volunteer work at the core of our organization. Trust: we build and maintain trust with our employees and clients by embodying integrity, transparency, and ‘doing the right thing.' Company Value Statements In the performance of their respective tasks and duties, all employees are expected to demonstrate the following: Acting with the highest level of honesty, trust, character and transparency. Making a unified effort to achieve the goals of the organization, embracing accountability for exceptional performance every day. Commitment to excellence in reaching our full potential as individuals and as an organization, surpassing the ordinary and the expectations of our stakeholders. Approaching every challenge with creative energy, discovering unique solutions to maximize success, and focusing on creating and delivering compelling customer value. Belief in the power of a diverse workforce and in creating a positive impact on both the environment and our community. Summary/Objective This position functions as the Executive Assistant to the company President. Supports the Management, Administration, and Operations departments by coordinating and directing diverse programs. Essential Functions Coordinate and manage schedule, arranging meetings, appointments, and travel plans Screen and prioritize incoming communications, including emails and phone calls Draft, proofread, and edit documents, reports, presentations, and correspondence Prepare meeting agendas and follow-up actions Arrange travel, including booking flights, accommodations, and transportation Prepare detailed itineraries and handle any changes or issues that arise during travel Maintain accurate and organized records and files, both electronic and physical Coordinate and plan company events, meetings, and conferences Act as a brand ambassador for the executive and the organization Physical attendance is required at the worksite 4 days a week 8 am to 5 pm. Required Education and Experience 5+ years in an executive administrative assistant role High School diploma or equivalent Preferred Education and Experience AA Degree Exceptional communication skills, written and verbal Superior organization and time management skills Proficiency in Microsoft Office Strong problem-solving and decision-making skills Professional attitude and appearance Ability to multitask and work in a fast-paced environment Service-oriented Team player The preceding position description has been de signed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

* Provide support to the assigned leaders and/or producers to ensure company goals and objectives are accomplished and operations run effectively * Manage professional and personal scheduling, including agendas, email correspondence, travel arrangements, and other related logistics * Coordinate complex scheduling and extensive calendar management, including the content and flow of information between parties * Prepare and submit statements, expense reports, and other documents * Assist with project management and event planning, as requested * Perform administrative and office support, including spreadsheet creation, maintenance of documentation, utilization of filing and database systems, and other clerical functions * Additional responsibilities as requested by leadership