Senior Insurance Ops & Executive Assistant

Crespo Insurance Agency; Westville (NJ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Crespo Insurance Agency, LLC is seeking a highly organized, proactive Executive Assistant to work directly with the Agency Owner and support the daily operations and growth of the insurance agency in Pennsauken/Westville, NJ.

Ideal candidates have 3–5 years in the insurance industry, excellent spreadsheet skills, and experience with CRM systems and payroll administration. This is a fast-paced, confidential role requiring multitasking and strong communication.

Qualifications

• 3–5 years of experience in the insurance industry.
• Excellent computer and spreadsheet skills.
• Strong written communication abilities.
• Experience managing emails, payroll administration, CRM systems, and employee performance reports.

Responsibilities

• Manage the Agency Owner’s emails, correspondence, calendar, appointments, and daily priorities.
• Review incoming emails, identify urgent matters, and prepare or send responses.
• Follow up with insurance carriers, employees, vendors, and business partners.
• Maintain organized electronic records and confidential business 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.
• Monitor progress toward agency production goals and identify discrepancies.
• Prepare reports that help management evaluate productivity and business growth.
• Prepare agendas and materials for daily morning meetings.
• Record meeting minutes and distribute them to employees.
• Track assignments, deadlines, and outstanding action items.
• Follow up with team members to ensure commitments are completed.
• Help monitor employee productivity and compliance with internal procedures.
• Understand personal and commercial insurance workflows, including quoting, binding, endorsements, renewals, and policy servicing.
• Communicate with insurance carriers and assist with operational follow-ups.
• Monitor CRM activity, lead follow-ups, pending quotes, and sales opportunities.
• Help maintain accurate records in the agency management system.
• Identify workflow improvements and assist with implementing efficient procedures.
• Work closely with the Agency Owner to support business development and agency expansion.
• Track production goals and employee performance metrics.
• Assist with marketing initiatives, recruiting, onboarding, and training.
• Help coordinate operations across the agency’s Pennsauken and Westville locations.

Skills

Organizational skills

Written communication

Multitasking

Attention to detail

Tools

Excel

Google Sheets

CRM software

Agency management systems

HawkSoft

AgencyZoom

Job description

Crespo Insurance Agency, LLC is seeking a highly organized, proactive Executive Assistant to work directly with the Agency Owner and support the daily operations and growth of the insurance agency in Pennsauken/Westville, NJ.

Ideal candidates have 3–5 years in the insurance industry, excellent spreadsheet skills, and experience with CRM systems and payroll administration. This is a fast-paced, confidential role requiring multitasking and strong communication.