Executive Assistant at ReSource Pro

• Support Client Executives, Producers, and Leadership with administrative and client service activities • Coordinate client, prospect, and internal meetings • Manage calendars, travel arrangements, and business communications • Review and track commercial insurance submissions • Ensure ACORD forms, loss runs, and supporting documents are complete and accurate • Maintain client and pipeline data in Salesforce and EPIC • Monitor production and submission reports • Track sales and operational metrics, including submissions and bound premiums • Support marketing and business development initiatives • Collaborate with cross-functional teams to ensure seamless execution Experience with: ✅ Salesforce CRM ✅ EPIC Agency Management System ✅ Commercial insurance submissions ✅ ACORD forms and insurance terminology ✅ Calendar and travel management Qualifications: ✔️ Bachelor’s degree in Business Administration, Operations Management, Engineering, or related field ✔️ 2–4 years of experience in commercial insurance operations, producer support, or executive/administrative support

Executive Assistant

Emma

Responsibilities

Skills wanted:

Language(s) required:

Marie Arjen Lusterio

Marie Arjen Lusterio

About ReSource Pro:

mission:

Job benefits for full-time members:

www.resourcepro.com/

Admin access needed