The Executive Assistant to the President provides comprehensive administrative support to the company's President. Key responsibilities include managing phone calls, welcoming visitors, operating office equipment, handling mail, data entry, and assisting with various clerical tasks. This role demands a high level of accuracy, urgency, and professionalism.

REPORTS TO

President

RESPONSIBILITIES

General Responsibilities:

• Manage communication: Answer phones, take messages, and assign leads to agents.
• Maintain and update reference spreadsheets (pricing, pharmacy lists, etc.).
• Organize office supplies, plan documents, and enrollment kits.
• Support agents with quotes and marketing events as needed.

Client-Specific Duties:

• Schedule and manage appointments, including client communication and file preparation.
• Research and compile plan options tailored to client needs.
• Create and maintain client profiles in relevant platforms.
• Track and follow up on client appointments and updates.

Compliance & Miscellaneous:

• Maintain compliance logs and update Medicare and carrier reference manuals.
• Scan and organize client files for digital storage.
• Prepare materials for AEP and manage documentation storage.

REQUIRED QUALIFICATIONS

• Maintain highly confidential and sensitive information.
• Strong organizational skills.
• Effective verbal and written communication skills.
• Personal qualities of integrity, work ethic and an ability to work in a team environment.
• Ability to type and use general office equipment.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, Teams, etc.).

SUPERVISORY RESPONSIBILITY

None

WORK ENVIRONMENT

This job operates in a professional and team office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 20 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

POSITION TYPE/EXPECTED HOURS OF WORK

• Full Time Position – 40-hour work week
• In-office

PREFERRED QUALIFICATIONS

• Three to five years prior assistant or customer service experience.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PERKS

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Potential bonus