Current jobs related to Executive Assistant to President and New Business Processor - Boca Raton - Vensure Employer Services


  • Boca Raton, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    Job DescriptionJob DescriptionWe are currently looking for an Tax Processor/ Administrator for our Boca Raton Accounting office. The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide...

  • President

    6 days ago


    Boca Raton, United States Sustainable Retailer Full time

    Overview:The President will report into the Co-Founder & CEO and is integral in driving strategic direction, leading organizational growth, and shaping the future of the company. The President plays a pivotal role in setting the tone for innovation, operational excellence, and customer-centricity within the company. This leadership position offers...

  • President

    2 months ago


    Boca Raton, United States Sustainable Retailer Full time

    Overview:The President will report into the Co-Founder & CEO and is integral in driving strategic direction, leading organizational growth, and shaping the future of the company. The President plays a pivotal role in setting the tone for innovation, operational excellence, and customer-centricity within the company. This leadership position offers...

  • Account Executive

    2 months ago


    Boca Raton, United States Criterion Executive Search Full time

    Job DescriptionJob DescriptionOur client, a well-established insurance agency focusing on middle market to larger commercial business accounts is adding a new Commercial Account Executive to their team. Commercial AE is responsible for the strategic coordination of the accounts, managing a large book of business, resolving complex client service needs,...

  • Executive Assistant

    2 weeks ago


    Boca Raton, United States The Presser Law Firm, P.A. Full time $35,000 - $50,000

    Job DescriptionJob DescriptionWe are currently looking for an outgoing Executive Assistant to provide personalized administrative and property management support in a well-organized and timely manner. You will work on a one-to-one basis on a variety of tasks related to executive’s work and personal life, in addition to facilitating the management of...


  • Boca Raton, United States Carper Consulting Full time

    Job DescriptionJob DescriptionNote: This is not just an admin job, this person will also have 2+ years life insurance and/or financial Service industry experience. Candidates with both will be the first to be interviewed. Person will support the CEO half the time as his admin but also handle new business inquiries, working with underwriters, case managers,...


  • Boca Raton, United States Digital Risk Full time

    ProcessorDigital Risk’s mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients.Digital Risk’s 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the...


  • Boca Raton, United States Digital Risk Full time

    Processor Digital Risks mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients. Digital Risks 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the...


  • Boca Raton, United States Digital Risk Full time

    ProcessorDigital Risk’s mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients.Digital Risk’s 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the...

  • Mortgage - Processor

    3 months ago


    Boca Raton, United States Paramount Residential Mortgage Group Full time

    Overview: As a processor, your goal is to create raving fans of your customers which are the borrowers, sales, and underwriting staff. You will process loans in accordance with company policies and procedures. At PRMG, we make it our mission to place individuals in a job capacity that compliments their skill sets and strengths that allows for personal growth...


  • Boca Raton, United States Dazos Full time

    ROLE: EXECUTIVE ASSISTANT (MISSION-DRIVEN COMPANY)ABOUT DAZOS:Amazing opportunity to join a rapidly growing and mission-driven software company that serves the Mental & Behavioral Health space. Our products help Mental and Behavioral Health organizations better operate their business, get reimbursed by insurance companies, and better engage their patients....


  • Boca Raton, United States Dazos Full time

    ROLE: EXECUTIVE ASSISTANT (MISSION-DRIVEN COMPANY)ABOUT DAZOS:Amazing opportunity to join a rapidly growing and mission-driven software company that serves the Mental & Behavioral Health space. Our products help Mental and Behavioral Health organizations better operate their business, get reimbursed by insurance companies, and better engage their patients....

  • Executive Assistant

    2 weeks ago


    Boca Raton, United States BlueTeam Full time

    Job DescriptionJob DescriptionExecutive Assistant - Private Sector – BlueTeam “This position is based in Boca Raton, FL, and requires on-site work.”We are…BlueTeam is a dynamic and rapidly growing restoration, construction, and roofing company dedicated to servicing our commercial clients and becoming an extension of their risk and asset management...


  • Boca Raton, Florida, United States Privaira Full time

    Job Overview Privaira, a FAR 135/91 operator, is seeking a highly skilled and experienced professional with a robust background in aircraft management programs to lead the growth of our managed aircraft fleet. The ideal candidate will have a minimum of 5 years of direct experience in the business aviation sector, having collaborated with aircraft management...

  • Executive Assistant

    3 months ago


    Boca Raton, United States Black Dragon Capital Full time

    EXECUTIVE ASSISTANT  to CEO POSITION OVERVIEW:This position provides both complete support to the Black Dragon Capital Founder and CEO and provides back-up support to the CEO Executive Assistant (EA) by handling a variety of task from managing an extremely active calendar of appoints and arranging complex and detailed travel plans, itineraries and agendas....


  • Boca Raton, United States American Management Services, Inc Full time

    Senior Executive Analyst - Transform Businesses Nationwide American Management Services - Where Your Expertise Shapes Business Futures Compensation: Earn between $150,000 and $250,000 annually, plus uncapped commission. Location: Nationwide Opportunities with Extensive Travel. About American Management Services: Since 1986, American Management Services has...


  • Boca Raton, United States Criterion Executive Search Full time

    Job DescriptionJob DescriptionWell respected Insurance Agency continuing to grow as one of the best places to work in South Florida is hiring a Technical Assistant for the Commercial Lines team. The role of a Technical Assistant is to support the team with processing, revieing and data input of commercial lines insurance. The ideal candidate will have 1-2+...


  • Boca Raton, United States HSP Enterprises Inc Full time

    Job DescriptionJob DescriptionCapital Funding Financial, located in northwestern MA and south FL, is a nationwide, direct private money lender specializing in fast and affordable mortgage solutions for real estate investors, is looking for a Mortgage Loan Originator /  Processor / Inside Sales.  The position is full time with an excellent pay and benefits...


  • Boca Raton, United States Nutritional Products International Full time

    Job DescriptionJob DescriptionWe are seeking an Executive Assistant To CEO to join our team! You will provide high-level administrative support for an Executive at our company. Take Friday Afternoons off. Paid vacations.Responsibilities:Handle administrative needs of ExecutiveArrange conference calls and meetingsManage inbox \ emailsSet Zoom...

  • Sr. Account Executive

    1 month ago


    Boca Raton, Florida, United States Office Depot Full time

    Job DescriptionThe Account Executive is instrumental in driving Veyer and ODP's engagement within the mid-market segment, with a focus on delivering tailored solutions to our 3PL customers.This role will be responsible for identifying and capitalizing on new business opportunities, nurturing and expanding existing customer relationships, and surpassing sales...

Executive Assistant to President and New Business Processor

1 month ago


Boca Raton, United States Vensure Employer Services Full time
Job Description

Financial Firm offering a broad range of insurance and financial services, leveraging strategic partnerships to provide our clients with comprehensive, individualized plans resulting in long term client loyalty. Currently seeking a highly organized and professional Executive Assistant to join the team and provide on-going administrative support as they expand their practice in south Florida and New York

Position Overview

The successful candidate will have great communication skills, superior organizational skills and enjoy working in a small office environment. You will be part of a team supporting 4+ financial professionals located in Florida and New York and will be responsible for assisting with Executive administrative functions for the President of the firm as well as handle the New Business Processing for the firm. You will be one of the initial points of contact for client calls, manage an ever-changing calendar, and assist with the completion of forms and new business requests.

LEVEL OF SUPERVISION/SUPERVISORY RESPONSIBILITIES:

The ability to effectively manage multiple tasks and conflicting priorities while dealing with multiple interruptions is critical. Ability to maintain the utmost confidentiality of clients and business operations information.

Position Expectations

  • Manage President's/CEO calendar and appointments
  • Manage President's/CEO follow-ups
  • Handle and prioritize incoming phone calls.
  • Maintain client files utilizing PaperClip Electronic Filing Systems.
  • Maintain and Update client information contained in the CRM (SmartOffice).
  • Prepare and submit new account paperwork and applications
  • Follow up on underwriting and outstanding requirements •Run inforce illustrations and create spreadsheets as needed
  • Being coachable and ollaborative.
  • Motivated by results and finding solutions by taking the initiative and exceeding client expectations

Experience
  • 5+ Years experience as Executive Assistant or Customer Service Associate
  • 2+ Years Insurance and/or Financial Service Industry experience
  • New Business experience preferred, but not required
  • Proficient with Microsoft Office (Required)
  • Comfortable with technology and able to acclimate to using multiple systems simultaneously. Tools we use include SmartOffice CRM, PaperClip Electronic Filing, Box Electronic Storage, DocuSign Electronic Signature and Quicken among others. Some experience is preferred, but not required.

Skills & Abilities
  • Excellent PC skills, including MS Office
  • Superior Organizational Skills
  • Exceptional Communication Skills (written and oral)
  • Effective Interpersonal Skills
  • Ability to work independently in a collaborative team environment and meet deadlines
  • Project a customer service mentality with a high level of professionalism at all times
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.