Virtual Executive Assistant (Health Insurance)

Company Overview

They provide strategic consulting and operational guidance to help businesses align their vision, growth initiatives, and execution. They collaborate with leaders across industries to identify opportunities, streamline processes, and implement strategies that drive measurable results. Their team is values-driven, forward-thinking, and passionate about helping organizations perform at their best.

About the Role

They are seeking a highly organized and proactive Virtual Executive Assistant to support the Founder and Owner. This role plays a vital part in ensuring smooth operations across strategic, administrative, and client service activities. The successful candidate will thrive in a dynamic environment, managing complex schedules, communications, and operational priorities for an organization dedicated to purposeful growth and impact.

Key Responsibilities

Administrative and Operational Support

Provide direct administrative assistance to the Founder and Owner in alignment with the companys mission, vision, and values.

Manage and prioritize emails, ensuring timely responses and efficient communication flow.

Oversee and organize the Founders calendar, meetings, and appointments.

Coordinate projects and ensure deadlines are met across multiple workstreams.

Support planning and execution of company events, meetings, and initiatives.

Handle travel arrangements, logistics, and itineraries.

Manage social media content creation and scheduling across multiple accounts.

Liaise with vendors, handle printed materials, coordinate mailings, and manage meal arrangements when necessary.

Perform other administrative or operational tasks as required by the Founder and Owner.

Meetings and Communication

Conduct daily sync meetings with the Founder and Owner.

Participate in weekly team meetings.

Attend all-staff meetings as required.

Tools & Technology Requirements

Advanced proficiency in Microsoft Excel for data management and analysis.

Experience using Microsoft PowerPoint and other Microsoft Office applications.

Familiarity with Google Suite (Docs, Sheets, Drive, etc.).

Ability to learn and adapt quickly to new systems, including a cloud-based quoting and underwriting platform related to health insurance opportunity creation, census upload, and network analysis.

Personal Attributes

Strong organizational and time management skills.

Excellent communication and interpersonal abilities.

Initiative-driven with the ability to work independently.

Discreet and professional in handling sensitive information.

Comfortable working in a virtual environment with minimal supervision.