Contact Us (800) 225-9252

Contact Us (800) 225-9252

Executive Assistant to President/CEO

The Executive Assistant is a professional representative who partners directly with the Executive and is responsible for playing a critical role in ensuring the success of the Executive, Leadership Team and Organization. He/she is instrumental in ensuring the Executive executes upon his/her top initiatives, responsibilities, and objectives. The Executive Assistant should be skilled in effective communication, energy, encouragement, and hospitality. It is key that the Executive Assistant is passionate about Growth & Excellence!

Essential Functions

This following list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities based on business necessity. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

  • Effectively manage the Executive’s time, keeping the Executive focused on top initiatives.
  • Manage action items and deadlines for the Executive, Leadership Team and Organization ensuring they are driven to successful completion and encouraging accountability from the Executive when action items and deadlines are not achieved.
  • Support the Executive in planning and preparing for successful meetings for Leadership, Executive Team, and the Organization.
  • Ensure vision, goals, celebrations, and all necessary messages are cascaded throughout the organization, with a willingness to act on behalf of the President/CEO as directed to do so.
  • Conserve the Executives time by being pro-active and prepared and managing information flow in timely and accurate manner.
  • Serve as the relationship liaison for Diamond Clients or Partners.
  • Ensure strict confidentiality of all sensitive information.
  • Other necessary functions:
    • Responsible for managing meetings, tasks, activities, projects, applicable events, preparation of documents, and proposals.
    • Schedule and organize activities such as meetings, travel, conferences, and department activities.
    • Manage and prepare daily activities for the Executive such as calendar, emails, calls, action items, etc.
    • Attend meetings and capture notes, action items and due dates as deemed appropriate by the Executive.
    • Organize, prioritize, and document information and correspondence internally and externally with clients and partners through email, calls, meeting confirmation, calendar requests, etc.
    • Gather and organize information to proactively prepare the leader for all meetings and interactions.
    • Produce general correspondences, presentations, etc.; proofread copy for spelling, grammar, and layout, making appropriate changes when necessary; and is responsible for accuracy and clarity of copy.
    • Handle issues as they arise and prioritize.
    • Document correspondence with carriers, clients, and prospects, and partners by performing data entry in the agency’s insurance management software or another effective and approved software, utilizing the system to provide follow-ups.
  • Growth & Excellence Focused.
  • Maintain effective communication with team members and support the culture of the Company, honoring our core values of Tell the Truth, Work Hard, Have Fun!
  • Maintain effective communication with team members and support the culture of the Company, honoring our core values of Tell the Truth, Work Hard, Have Fun!

Education & Experience

The following are the minimum requirements for the position, which may be satisfied by an equivalent combination of education and experience.

  • Bachelor’s degree preferred, or
  • At least 3 years of demonstrated successful experience as an administrative professional is preferred.

Knowledge, Skills & Abilities

The following are the minimum requirements for performing the essential functions of the position.

  • Strong administrative and organizational skills with the ability to successfully prioritize multiple projects and meet tight deadlines.
  • Professional level verbal and written communication skills.
  • Strong business acumen.
  • Excellent grammar and proofreading skills, with strong attention to detail.
  • Proficiency in computer and overall technical capacity.
  • Proficiency in Microsoft Office Suite, including Word, Outlook, PowerPoint and Excel.
  • Effective time manager and organizer.
  • The ability to work independently or in a team environment.
  • Self-starter/independent/takes initiative.
  • Ability to occasionally work outside regular business hours, including evenings and weekends.
  • Possession of a valid driver’s license and proof of insurance and liability coverage included in his/her personal auto insurance policy.
  • Must be able to perform the duties of their position in the event they are required to operate a company vehicle and driving record must meet the requirements of the company auto insurance policy.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; and talk or hear. The employee is frequently required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include the ability to regularly read from a computer, tablet, or smartphone device; and to occasionally operate a motor vehicle when traveling for business.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

  • This position operates in a fast-paced, business-casual office environment with a moderate noise level. The employee is exposed to outdoor weather conditions throughout the year only during work-related travel.


  • This position is required to travel, occasionally within the local area during regular business hours, with frequent travel of greater distance and the potential of overnight stays.

Lee Agency is an Equal Opportunity Employer and believes in equal opportunity for all employees and applicants. Accordingly, all employment decisions are based on the principles of equal opportunity. These decisions include recruitment, selection, promotion, transfer, discipline, compensation, benefits, training, and other personnel actions involving persons in all job titles and shall occur without regard to race, color, religion, sex, age, national origin, disability, genetic information, military status, creed, sexual orientation, gender identity, or any other characteristic protected by law.

Please fill out the application below:

Employment Application - Executive Assistant to President/CEO

  • - General Information -

    Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department or other designated company representative. Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Please provide all information requested. Incomplete information may disqualify you from consideration. Lee Agency, Inc. is an Equal Opportunity Employer.
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    As required by law, documents that prove identity and eligibility to work must be provided at the time of hire.
  • - Employment Desired -

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  • - Education -

  • Please describe any special job-related skills and qualifications acquired from employment, other education or volunteer experiences, etc. Do not include experiences which would indicate race, religion, sex, national origin, genetic information, disability or age or any other status protected by law or regulation.
  • - Employment History -

    Please provide your employment history, starting with your present or most recent position first.
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  • - Signature -

    APPLICANT: Please read the following carefully before signing this application. • I certify the information given by me is true in all respects. • I understand that the misrepresentation or omission of facts on this application, on my resume or during any stage of the hiring process may eliminate me from further consideration or if discovered after hire may result in the termination of my employment. • I understand that the information contained in this employment application or my being invited to participate in any stage of the hiring process is NOT intended to create an employment contract between this Company and myself. If an employment relationship is established, I understand that I have the right to terminate my employment at any time, for any reason or no reason, with or without notice, and this Company has the right to terminate my employment at any time, for any reason or no reason, with or without notice. This Company’s policies and procedures, including employment at-will, cannot be modified in any way without express written intent to do so by the senior business leader of this organization. • I understand that an offer of employment is contingent on my providing sufficient documentation necessary to establish my identity and eligibility to work in the United States. • Unless otherwise noted above, I authorize this Company and its representatives to contact my prior employers, former supervisors and company personnel, schools and all others for the purpose of verifying the information I have supplied during the selection process and for obtaining job-related information regarding my knowledge, skills, abilities, performance of duties and compliance with policies. I authorize my prior employers to provide this Company any job-related information, personal or otherwise, they may have regarding me and I release this Company and them from any liability resulting from the release of this information. I further authorize all employers, schools and other persons to provide any information or transcripts that may be requested by this Company which will be used to determine if I am qualified to perform the job duties for which I am applying. • I understand that the company may conduct a criminal background investigation of me for the position for which I am applying and that a separate authorization to do so will be required. A conviction is not an automatic bar to consideration and/or employment. By placing my name below, I acknowledge that I have read and understand the above statements.
  • Date Format: MM slash DD slash YYYY
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