Executive Assistant

Carlos Cruz Insurance Agency; San Antonio (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Job summary

Carlos Cruz Insurance Agency in San Antonio, TX, seeks an Executive Assistant to provide comprehensive administrative and operational support to the Principal Agent and Management Team. The role emphasizes data accuracy, calendar management, client interactions, and confidential handling of information.

The ideal candidate is bilingual, highly organized, proactive, tech-savvy, and capable of juggling multiple priorities in a fast-paced environment while maintaining professionalism and discretion.

Qualifications

• Bilingual English and Spanish required.
• Experience as an Executive Assistant, Admin Assistant, or similar role preferred.
• Strong proficiency in Microsoft Office, especially Excel.
• Knowledge of social media platforms, content creation, and online engagement.
• Excellent verbal and written communication skills.
• Strong organizational skills and deadline focus.
• Professional demeanor and customer service mindset.

Responsibilities

• Compile, update, and maintain data from reports to inform leadership.
• Manage the Principal Agent's calendar, appointments, scheduling, and reminders.
• Serve as first point of contact for clients and visitors, ensuring a professional welcome.
• Answer and direct incoming calls courteously and efficiently.
• Assist with daily administrative and operational duties as assigned.
• Prepare reports, spreadsheets, and presentations using Excel and Office apps.
• Support office organization, record keeping, and document management.
• Assist with social media creation, scheduling, and engagement monitoring.

Skills

Bilingual English/Spanish

Microsoft Excel

Social media management

Verbal & written communication

Tools

CRM systems

Job description

Job Description

We are seeking a highly motivated, detail-oriented, and professional Executive Assistant to provide comprehensive administrative and operational support to the Principal Agent and Management Team. This position plays a critical role in the day-to-day success of the agency by ensuring leadership has accurate, up-to-date information, maintaining efficient office operations, delivering exceptional client service, and supporting business growth initiatives.

Job Description

We are seeking a highly motivated, detail-oriented, and professional Executive Assistant to provide comprehensive administrative and operational support to the Principal Agent and Management Team. This position plays a critical role in the day-to-day success of the agency by ensuring leadership has accurate, up-to-date information, maintaining efficient office operations, delivering exceptional client service, and supporting business growth initiatives.

The ideal candidate is bilingual, highly organized, proactive, technology-savvy, and capable of managing multiple priorities in a fast-paced environment while maintaining professionalism and confidentiality.

Benefits

• Annual Base Salary Based on Experience
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities

Responsibilities

Key Responsibilities

• Compile, update, and maintain data from various reports to keep the Principal Agent and Management Team informed on business performance and key metrics.
• Manage the Principal Agent's calendar, appointments, scheduling, and reminders.
• Serve as the first point of contact for clients and visitors, providing a professional and welcoming experience.
• Answer and direct incoming phone calls in a courteous and efficient manner.
• Assist with daily administrative and operational duties as assigned.
• Prepare reports, spreadsheets, and presentations using Microsoft Excel and other Office applications.
• Support office organization, record keeping, and document management.
• Assist with social media management, including creating content, scheduling posts, and monitoring engagement across various platforms.
• Coordinate meetings, events, and other office activities.
• Maintain confidentiality when handling sensitive business and client information.

Requirements

Qualifications

• Bilingual (English and Spanish) required.
• Previous experience as an Executive Assistant, Administrative Assistant, or similar administrative role preferred.
• Strong proficiency in Microsoft Office Suite, particularly Excel.
• Knowledge of social media platforms, content creation, and online engagement.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines.
• Professional demeanor and customer service mindset.
• Ability to work independently and maintain a high level of accuracy and attention to detail.

Preferred Skills

• Experience in the insurance industry is a plus.
• Familiarity with CRM systems and reporting tools.
• Strong problem-solving and time-management skills.
• Ability to adapt in a fast-paced environment.

Job Type: Full-Time

Schedule: Monday-Friday

Work Location: In Office

Compensation: Based on experience

Company Description

Since 2013, the Carlos Cruz Insurance Agency has proudly served individuals, families, and businesses across Texas and Oregon, delivering high-quality, affordable insurance solutions backed by one of the most trusted names in the industry—Farmers Insurance.

Based in Northeast San Antonio, our agency is committed to providing exceptional service, personalized coverage options, and expert guidance to help protect what matters most.

As a part of the Farmers Insurance Group, one of the largest and most respected insurance carriers in the country since 1928, we bring our clients the strength of a nationally recognized brand combined with the personal touch of a local agency.

Our experienced team specializes in a full range of insurance products—including auto, home, life, commercial, and more—ensuring our clients have the right protection at every stage of life.

At Carlos Cruz Insurance Agency, we don’t just sell policies—we build lasting relationships based on trust, service, and results.