Executive Assistant & Account Manager (Insurance)

Aprilwelch; Greenwood Village (CO); Hybrid; USD 55,000 - 78,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Job summary

April Welch is seeking an Account Manager/Executive Assistant to support the agent in daily operations and corporate coordination. The role focuses on calendar management, scheduling, and payroll oversight while ensuring smooth collaboration across two or more offices.

Ideal candidates will be bilingual (English/Spanish preferred), organized, and customer-service oriented, with experience in bookkeeping and office administration.

Qualifications

• Excellent communication skills, written and verbal.
• Bilingual English & Spanish preferred.
• Experience with bookkeeping, taxes, spreadsheets, and travel.
• Highly organized and detail-oriented.
• Experience in customer service required.
• Proactive problem-solving ability.
• Able to work with multiple location managers and employees.
• Strong technology skills.
• Able to coordinate with multiple managers to achieve agency goals.
• Must be able to commute to Lakewood and Greenwood Village offices; licensing may be required.

Responsibilities

• Manage agent's calendar and email correspondence.
• Schedule, track, and oversee payroll and bookkeeping tasks.
• Handle human resources tasks: PTO, benefits, onboarding, handbook updates.
• Coordinate travel arrangements for personal and professional trips.
• Oversee timely creation of business tracking reports and deadlines.
• Collaborate with agency managers, employees, and corporate executives.
• Visit and work from two or more agency offices to build relationships.
• Provide prompt, friendly customer service regarding insurance products and billing.

Skills

Excellent communication

Bilingual English/Spanish

Bookkeeping experience

Highly organized

Customer service

Problem solving

Coordinate with managers

Tech savvy

Team collaboration

Licensed candidate

Job description

April Welch is seeking an Account Manager/Executive Assistant to support the agent in daily operations and corporate coordination. The role focuses on calendar management, scheduling, and payroll oversight while ensuring smooth collaboration across two or more offices.

Ideal candidates will be bilingual (English/Spanish preferred), organized, and customer-service oriented, with experience in bookkeeping and office administration.