Executive Assistant - Insurance Agency Operations

The Juris Agency; Edwardsville (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Base salary 60-80k

Performance bonuses

Retirement plan

Health Insurance

Mon-Fri Schedule

Partnership with Hall of Fame agent

Job summary

Paula Simmons COUNTRY Financial is seeking an experienced Executive Assistant to be the agent's right hand and the operational backbone of the office. This senior role handles a high volume of client interactions, keeps every detail accurate, and ensures clients feel they are in capable hands.

The position offers a base salary of $60,000 to $80,000 plus performance bonuses, retirement plan, health insurance, and a Monday–Friday schedule.

Qualifications

• 2+ years of insurance agency experience in a senior service, account management, or operations role.
• Illinois Property & Casualty license required.
• Life license preferred or obtained within 180 days.
• Proven track record of accuracy and professionalism under heavy volume.
• Excellent written and verbal communication, including ability to explain coverage and billing clearly.
• Proficiency with agency management systems and Microsoft 365, and quick to master new software.
• Discretion with confidential client and financial information.

Responsibilities

• Partner directly with the agent: manage the calendar, correspondence, client meeting preparation, and follow-through.
• Own a high volume of daily client interactions by phone, email, and in person, giving every client clear answers and clear next steps.
• Process and quality-check policy changes and new business across auto, home, life, commercial, and financial lines.
• Conduct policy reviews that strengthen coverage and client retention.
• Oversee billing inquiries, payments, and past-due follow-up.
• Coordinate with underwriting, claims, and carrier home office to resolve issues quickly.
• Build and refine office workflows, checklists, and documentation so work gets done right the first time.
• Support compliance, recordkeeping, and the day-to-day readiness of the office.
• Serve as a knowledgeable resource for other team members.

Skills

Client communication

Attention to detail

Tools

Agency management systems

Microsoft 365

Job description

Job Description

Since launching from scratch in 2002, Paula Simmons COUNTRY Financial has grown to serve over 1,600 households with a reputation for excellence, integrity, and precision. We take pride in doing things right the first time and providing personalized insurance solutions with care and expertise. Our small, close-knit team operates like family. Each person plays a critical role, and every contribution is valued. Led by a Hall of Fame agent with a 24-year streak of top honors, our office is a place where high standards meet genuine heart.

We are seeking an experienced Executive Assistant with a strong insurance agency operations background to serve as our agent's right hand and the operational backbone of our office. This is a senior role for a proven professional who can handle a high volume of client interactions every day, keep every detail accurate, and make every client feel they are in capable hands.

What we offer

• Base salary of $60,000 to $80,000 per year, based on experience
• Performance bonuses
• Retirement plan
• Health Insurance
• Monday through Friday schedule
• Direct partnership with a nationally recognized, Hall of Fame agent

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Retirement Plan

Responsibilities

• Partner directly with the agent: manage the calendar, correspondence, client meeting preparation, and follow-through
• Own a high volume of daily client interactions by phone, email, and in person, giving every client clear answers and clear next steps
• Process and quality-check policy changes and new business across auto, home, life, commercial, and financial lines
• Conduct policy reviews that strengthen coverage and client retention
• Oversee billing inquiries, payments, and past-due follow-up
• Coordinate with underwriting, claims, and carrier home office to resolve issues quickly
• Build and refine office workflows, checklists, and documentation so work gets done right the first time
• Support compliance, recordkeeping, and the day-to-day readiness of the office
• Serve as a knowledgeable resource for other team members

Requirements

These requirements are non-negotiable. Please only apply if you have all of the below requirements met.

• 2+ years of insurance agency experience (captive or independent), including time in a senior service, account management, or operations role
• Illinois Property & Casualty license required
• Life license preferred or obtained within 180 days
• A proven track record of accuracy and professionalism under heavy volume
• Excellent written and verbal communication, including the ability to explain coverage and billing in plain language
• Proficiency with agency management systems and Microsoft 365, and quick to master new software
• Discretion with confidential client and financial information