What are the responsibilities and job description for the Executive Assistant position at WorkDynamX?
Job Title: Operations & Executive Administrative Coordinator
Location: Secaucus, NJ (Hybrid – 3 days/week in-office, 2 days remote; must be flexible to be onsite as needed)
Position Type: Temp-Perm
Industry: Insurance Brokerage
Our Client is seeking a proactive and highly organized Operations & Executive Administrative Coordinator to provide cross-functional support across the organization. This hybrid role supports day-to-day operational functions and floats across departments to provide administrative and coordination support where needed.
This individual will be available to assist the CEO on a project or task basis, as well as provide backup administrative support to other team members. This role is ideal for someone with strong attention to detail, a collaborative mindset, and an interest in gaining exposure to internal operations and executive-level support in the insurance industry.
The Operations & Executive Administrative Coordinator is responsible for:
Client Service & Communication Support
- Assist with the end-to-end new business and renewal processes in a backup capacity, ensuring timely, accurate communication and exceptional service delivery.
- Support client-facing tasks such as proposal preparation, document tracking, and follow-up communications.
Compliance & Legal Coordination
- Support the coordination of external Legal and Compliance communications in a secondary capacity.
- Assist with managing compliance tracking and regulatory documentation.
Public Sector Management Support
- Support the management of the Public Sector book of business in collaboration with leadership, including assisting with the RFP and RFQ process.
- Help track deadlines, prepare documentation, and ensure submission requirements are met.
Administrative & Team Support
- Provide administrative support across teams as a department floater, assisting with meeting scheduling, travel coordination, document preparation, and special projects.
- Support the CEO and senior leadership team as needed with administrative tasks, but not in a dedicated or direct capacity.
- Monitor shared inboxes, route communications appropriately, and ensure prompt follow-up.
- Maintain organized digital and physical filing systems, ensuring confidentiality of sensitive documents.
- Prepare professional communications, letters, memos, and PowerPoint presentations.
Additional Support Functions
- Compile and organize reports using Excel and other tools to support decision-making.
- Assist with marketing initiatives such as event planning, presentation creation, and communications.
- Support special projects and process improvement efforts at the direction of leadership.
Qualified candidates will have the following experience:
- Bachelor’s degree preferred (or relevant administrative/operational experience).
- 1–3 years of experience in an administrative support or office coordination role.
- Insurance or professional services industry experience is a plus.
- Proficient in Microsoft Office (Word, Excel, PowerPoint); familiarity with agency management systems (e.g., Applied Epic) is a plus.
- Licenses in Property & Casualty Insurance (plus) and/or Health Insurance (plus) - either in advance or within six months of employment.
- Excellent written and verbal communication skills.
- Exceptional organizational abilities with strong attention to detail.
- Ability to manage multiple priorities with discretion and professionalism.
- Bilingual (English/Spanish) is a plus.
WorkDynamX and our Client are Equal Opportunity Employers.