Insurance Office Executive Assistant

Job Description

Executive Assistant - Risk Management Partners

Risk Management Partners is seeking a proactive, detail-oriented Executive Assistant to support our growing insurance agency in Wheat Ridge, Colorado. This role is ideal for someone who thrives in a dynamic, team-based environment, enjoys building and improving systems, and is passionate about creating a culture of excellence and service.

Position Summary

The Executive Assistant will support daily operations, team coordination, technology administration, and client service functions across the agency. This individual will play a central role in keeping the agency organized, efficient, and aligned with our cultural values.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Laptop provided for work from home

Family Friendly

Hybrid Work from Home Available

Responsibilities

Team Coordination

- Coordinate job postings, interview scheduling, and onboarding logistics

- Track PTO, holidays, and HR documentation

- Schedule and help organize team meetings, events, and training

- Support internal communication and foster a positive, team-centered environment

- Assign tasks to and coordinate communication with VAs based on direction from leadership

Technology Support

- Support EZLynx configuration and troubleshoot basic issues (escalate as needed)

- Coordinate implementation of process improvements in agency platforms

- Assist with team training on new technology features and tools

- Maintain shared password systems

- Organize and manage digital file structure on shared servers

Operations Administration

- Maintain and update job role documentation and task lists

- Track and renew agency licenses and appointments as directed

- Manage incoming/outgoing mail, supplies, and office logistics

- Coordinate operational reporting (e.g., EZLynx, phone metrics) for leadership review

- Monitor client satisfaction indicators and escalate concerns as needed

- Support basic banking tasks (e.g., check deposits)

- Provide phone backup support during team absences

Marketing & Sales Support

- Maintain and update the referral partner database

- Coordinate content scheduling and blog posts as directed

- Support marketing campaign logistics (e.g., postcards, email outreach)

- Assist with client intake and documentation as needed

- Help track and organize internal cross-sell efforts

Carrier Relations

- Coordinate and schedule meetings with carrier partners

- Assist in preparing materials for carrier presentations

- Manage documentation and processing of new carrier appointments

Finance Support

- Assist with data collection and documentation related to commissions

- Coordinate with outsourced accounting team for reporting and reconciliation

Requirements

Qualifications

- 3+ years of insurance office experience

- Strong organizational and communication skills

- Tech-savvy with experience in EZLynx or similar platforms

- Proficient in Microsoft Office and digital tools

- Comfortable managing multiple tasks and prioritizing independently

- Culture-first mindset with a service-driven approach

Full-time

Hybrid remote