Senior 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

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.