Executive Assistant

Harding & Jacob Insurance, one of the top independent insurance agencies in Northeast Ohio, is seeking an executive assistant for its Independence, Ohio office. This is a great opportunity for individuals looking to join an energetic, team-oriented work environment. The ideal candidate possesses excellent organizational skills, verbal and written communication skills, computer skills, and has a desire to have a positive impact on our organization.


Job Purpose

To provide advanced administrative support to the Vice President of our Property & Casualty Insurance division. Also, to process insurance transactions and perform other related support duties as requested. Opportunity for advancement within the firm with on-the-job training, professional training seminars and completion of state license requirements.


Essential Duties and Responsibilities

  • Monitor phone calls on a daily basis and route service calls to the correct Customer Service Staff
  • Schedule and confirm appointments
  • Schedule and confirm annual review with customers
  • Create insurance proposals prior to appointments and prepare all necessary company paperwork
  • Track renewal dates
  • Conduct verbal and written correspondence with customers
  • Create e-mail marketing and social media campaigns
  • Research cross-selling opportunities
  • Update customer accounts in the Agency Management System (TAM)
  • Monitor insurance claims and conduct follow-up on status of claims
  • Follow-up with customers on receivables and premium due
  • Review inspection reports and process updates


Qualifications and Criteria

  • Associate’s degree from a four-year college or university preferred
  • Basic understanding of the insurance industry, its products and services
  • Detail oriented and good organizational and time management skills
  • Computer and data entry skills, including knowledge of Microsoft Office Suite, LinkedIn and other social media platforms


Personal Characteristics

  • A motivated, goal-driven and confident personality
  • A professional demeanor
  • Highly organized
  • Dependable and collaborative
  • Effective interpersonal and communication skills



Email us your resumé and cover letter by clicking here.