Executive Assistant — Insurance Operations

Crespo Insurance Agency LLC; Pennsauken Township (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Retirement Plan

Job summary

Crespo Insurance Agency, LLC in Pennsauken/Westville, New Jersey seeks an Executive Assistant to support the Agency Owner and drive daily operations. A strong background in the insurance industry (3–5 years) and sharp organizational, communication, and spreadsheet skills are required.

This role handles confidential information, manages multiple priorities, and contributes to growth with CRM, reporting, and coordination across locations.

Qualifications

• 3–5 years of experience in the insurance industry.
• Independent agency experience preferred.
• Experience with email management, reporting, and administrative coordination.
• CRM software and agency management systems experience.
• Active Property & Casualty license is preferred.

Responsibilities

• Manage the Agency Owner's emails, correspondence, calendar, appointments, and daily priorities.
• Review incoming emails, identify urgent matters, and prepare responses.
• Follow up with carriers, employees, vendors, and partners.
• Maintain organized electronic records and confidential documents.
• Create and maintain Excel and Google Sheets reports.
• Prepare daily, weekly, and monthly insurance production reports.
• Track new business, renewals, premiums, commissions, and employee performance.
• Prepare agendas and minutes for daily meetings; track deadlines.
• Monitor CRM activity, lead follow-ups, quotes, and sales opportunities.
• Support marketing, recruiting, onboarding, and training; coordinate operations between Pennsauken and Westville.

Skills

Organizational skills

Communication skills

Problem-solving

Education

Property & Casualty license

Tools

HawkSoft

AgencyZoom

Job description

Crespo Insurance Agency, LLC in Pennsauken/Westville, New Jersey seeks an Executive Assistant to support the Agency Owner and drive daily operations. A strong background in the insurance industry (3–5 years) and sharp organizational, communication, and spreadsheet skills are required.

This role handles confidential information, manages multiple priorities, and contributes to growth with CRM, reporting, and coordination across locations.