Executive Assistant

K B Berry & Assoc., Inc.; Walnut (CA); On-site; USD 39,000 - 50,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Corporate holidays

Private office workspace

Job summary

K B Berry & Assoc., Inc. is seeking an experienced Executive Assistant to support the President, manage the executive calendar, and coordinate high-priority client and advisor relationships.

The role requires advanced Microsoft Office skills, professional business writing, and the ability to handle sensitive data with discretion. You will also coordinate travel logistics, format corporate documents, and oversee routine office operations from Walnut Creek, CA.

Qualifications

• 3–5 years of Executive Assistant experience, preferably in insurance brokerage, TPA, or healthcare administration.
• Strong command of Microsoft Office and professional business writing.
• Ability to manage calendars, gatekeep communications, and handle sensitive records (HIPAA-adjacent).

Responsibilities

• Own the executive calendar and protect President's workflow.
• Serve as primary gatekeeper for external consultants and clients.
• Format, clean up, and proofread heavy business materials.
• Track and file large data sets and claims data for audits.
• Coordinate occasional multi-city travel and manage expenses.
• Handle general office operations and inbound inquiries; track renewal deadlines.

Skills

Executive support

Calendar management

Microsoft Office

Professional writing

HIPAA awareness

Education

High School Diploma

Tools

Outlook

Word

PowerPoint

Excel

Job description

Who We AreK B Berry & Assoc. handles healthcare cost containment and deep clinical plan reviews for self-funded employer groups. We operate as a focused advisory practice, working directly alongside benefits brokers, trust funds, TPAs, and attorneys. Our work centers on bringing extreme clarity to complex pharmacy benefit structures, contract underwriting, and stop-loss insurance placements. We keep our operation highly specialized and client-focused.About the RoleThis is the central administrative role inside our executive office, working one-on-one with our President, Kenneth Berry. You will not just be answering a phone or scheduling standard calendar appointments. This position serves as the functional operational filter for our corporate communication and ongoing audit data files. We interact daily with third-party fund managers, specialized attorneys, and pharmacy benefit executives. You will hold responsibility for managing these exact high-level professional relationships while tracking multi-layered project deadlines.What You Will Do Day-to-DayTake complete ownership of the executive calendar, protecting the workflow of the President's office from low-priority interruptions and unsolicited sales traffic.Act as the primary professional gatekeeper and point of contact for external benefit consultants, health fund trustees, legal advisors, and corporate clients.Format, clean up, and proofread heavy business materials, including bespoke consulting agreements, client slide decks, and PBM financial audit data reports.Securely track and file large incoming claims data sets through our designated data sharing portals, making sure everything stays organized for our analytical reviews.Manage occasional multi-city business travel logistics, building out precise timelines, and handling corporate expense tracking.Handle general office operations, field inbound phone inquiries, and route time-sensitive renewal deadlines.What We Are Looking ForAt least 3 to 5 years of solid experience working as an Executive Assistant, with explicit preference for individuals coming out of insurance brokerage firms, TPA setups, boutique corporate law, or specialized healthcare administration.Education: High School Diploma or equivalent required. Strong emphasis will be placed on your actual years of direct corporate administrative experience over formal degrees.Natural comfort handling employee benefits terminology-you should know what a PBM, a formulary, a stop-loss policy, or an employer-sponsored plan is, or be able to pick it up exceptionally fast.Advanced execution inside Microsoft Office Suite (heavy Outlook management, Word document building, clean PowerPoint design, and basic Excel tracking).Exceptional command over professional business writing with the maturity required to handle highly sensitive, HIPAA-adjacent corporate and financial records.A proactive, self-starting operational style-someone who spots calendar conflicts or data gaps before they become active issues.Compensation & Practical DetailsHourly Base: $28.00 - $36.00 per hourMedical benefits plan package.Paid Time Off (PTO) and standard corporate holiday schedule.Professional, high-privacy office workspace located in Walnut Creek, CA.