Benefits:- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k)
- Health insurance
About our Agency:
Our agency opened in 2011 and has grown to a team of 10 dedicated professionals who share a passion for serving our community and supporting one another. Before becoming an agent, I worked in wealth management after earning my undergraduate degree from California State University, Northridge and my MBA from University of La Verne.
I’m heavily involved in the community, serving on multiple non-profit boards and previously as a commissioner for the City of Santa Clarita for four years. Supporting youth sports is a big passion of mine, and we sponsor teams every chance we get.
We offer a signing bonus, two weeks PTO, 401(k), medical reimbursement, paid licensing, and all major holidays off and paid. But what really sets us apart is our culture. We live by our core values of Passion, Ambition, Trust, and Teamwork - creating a place where both clients and team members experience something truly remarkable.
We’re looking for people who will add to this culture, not just fit into it. If you’re passionate, team-oriented, and ready to grow, this could be the perfect place for you.
Position Overview:
We are seeking a proactive and highly organized Account Associate - Executive Assistant to support our agency owner. This full-time role involves a blend of administrative and client-facing responsibilities, helping to manage daily operations both inside and outside the office. The ideal candidate is resourceful, detail-oriented, and comfortable working in a fast-paced environment. Spanish language skills are preferred.
Responsibilities:- Provide direct support to the agency owner with scheduling, correspondence, and daily planning.
- Assist in managing client accounts, including policy updates, document preparation, and follow-ups.
- Handle general office tasks such as answering phones, responding to emails, filing, and maintaining organized records.
- Coordinate meetings, events, and off-site appointments.
- Interact professionally with clients and team members to ensure smooth office operations.
- Assist the agent with personal errands as needed.
Requirements:- Strong organizational skills and the ability to prioritize tasks effectively.
- Excellent written and verbal communication skills; bilingual in Spanish is highly preferred.
- Proficiency with Microsoft Office and general office technology.
- Professionalism, confidentiality, and a solutions-focused attitude.
- Must be willing to obtain a state insurance license within 90 days of hire (company support provided).