Executive Assistant to Executive Managing Director - Employee Benefits

001 Brown & Brown, Inc; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401k plan

Employee discounts

Tuition reimbursement

Paid time off

Job summary

Brown & Brown, Inc is seeking an experienced Executive Assistant to the Executive Managing Director. You will manage complex calendars, coordinate travel, prepare itineraries, and handle confidential communications with internal and external partners.

The role requires delivering polished presentations, managing expense reports, and supporting cross-functional initiatives while maintaining discretion and data integrity.

Qualifications

• Bachelor's Degree in a business-related field preferred with three years of EA experience
• Proficient in PowerPoint, Excel and Teams
• Experience with data visualization and digital documents (Power BI, DocuSign) desired
• Demonstrates high attention to detail and confidentiality

Responsibilities

• Serve as main point of contact between Executive Managing Director and clients/vendors
• Plan, organize, and facilitate meetings including virtual setups
• Manage complex calendars and coordinate travel arrangements for leadership
• Prepare itineraries, monitor travel status, and rebook due to delays
• Create polished presentations using PowerPoint/Excel and other tools
• Submit expense and other financial reports promptly
• Analyze data for budget and project implications
• Draft correspondence and prepare meeting agendas/minutes using collaborative tools
• Support cross-functional initiatives while maintaining discretion

Skills

Calendar management

Travel coordination

Meetings planning

Vendor coordination

Communication skills

Discretion & confidentiality

Problem solving

Adaptability

Education

Bachelor's Degree (BA/BS) in business or related field

3 years of Executive Assistant experience

Tools

PowerPoint

Excel

Teams

DocuSign

Power BI

Microsoft Office

Job description

How You Will Contribute

• Act as the main point of contact between the Executive Managing Director and internal/external clients and vendors.
• Support planning, organizing, and facilitating meetings, including setup and troubleshooting of virtual meeting platforms (e.g., Teams).
• Manage complex calendars, schedule meetings, and coordinate appointments.
• Coordinate and manage all travel arrangements for the Employee Benefits Leader, including flights, hotels, ground transportation, and dining reservations.
• Build detailed, easy-to-follow itineraries that consolidate confirmations, timing, addresses, and contact information in one place, and share them in advance via calendar invites or shared documents.
• Monitor flight status and travel alerts in real time, and proactively rebook or adjust plans in response to delays, cancellations, or last-minute schedule changes.
• Reconcile travel-related expenses and receipts promptly following each trip, ensuring accurate and timely expense report submission.
• Produce polished presentations with a high degree of autonomy, using tools such as PowerPoint, Excel, and Claude.
• Complete and submit expense reports and other financial reports for the Employee Benefits Leader.
• Collect and analyze data for implications regarding budget, project, and/or program initiatives.
• Prepare and edit correspondence from the Employee Benefits Leader to internal/external clients.
• Prepare agendas, notices, minutes, and resolutions for meetings using collaborative document tools for real-time editing and distribution.
• Support coordination of company initiatives and cross-functional projects.
• Maintain confidentiality and exercise discretion with sensitive information.
• Work well with all levels of leadership, teammates, vendors, clients, and carriers.
• Continue professional development, including staying current on emerging tools and technologies relevant to executive support.

Skills & Experience to be Successful

• QUALITY OF WORK - Work is accurate, thorough, and neat. Is attentive to details and demonstrates effective organizational skills.
• PRODUCTIVITY - Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities.
• RELIABILITY - Consistently meets deadlines, follows up to ensure tasks are thoroughly completed and can be counted on to meet commitments.
• TECHNOLOGY PROFICIENCY - Comfortable learning and adopting new software and digital tools; uses technology to improve accuracy, efficiency, and reporting quality; troubleshoots basic technical issues independently.
• CONTINUOUS IMPROVEMENT - Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology.
• INITIATIVE - Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help.
• INTERPERSONAL RELATIONSHIPS - Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional, and positive in all interactions.
• COMMUNICATION SKILLS - Communicates clearly and accurately using written, verbal, and electronic methods.
• ADAPTABILITY/FLEXIBILITY - Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities, and tasks. Able to adjust approaches to reach a desired outcome.

Licenses & Certifications

• Bachelor's Degree (BA/BS) in a business-related field is preferred, with three (3) years of related experience as an Executive Assistant; other combinations of work and/or education will be considered
• Intermediate to Expert Microsoft Office skills - specifically PowerPoint, Excel, and Teams
• Comfort with data visualization and reporting tools (e.g., Excel pivot tables/charts, Power BI, or similar)
• Experience with e-signature and digital document management platforms (e.g., DocuSign)

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, The Power to Be Yourself. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results.

With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.

With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates - not employees, and leaders - not managers.

Everything we do is about the greater WE - never me. While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission - always doing what is best for our customers.