Executive Assistant

Penn Lumbermens Mut Ins CoPhiladelphia, PA
Onsite

About The Position

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support our leadership team. This role goes beyond administrative support—it's a strategic partnership with senior leadership, providing coordination, insight, and follow-through across key initiatives. You will serve as a vital communication and operational hub, ensuring smooth day-to-day execution and acting as a bridge between internal teams, brokers, clients, and external partners. A strong sense of ownership, professional discretion, and ability to anticipate needs is essential to success in this role.

Requirements

  • 3–5 years of experience as an Executive Assistant, preferably within the Property & Casualty insurance industry.
  • Strong understanding of insurance operations, particularly in underwriting, claims, and broker/client engagement.
  • Exceptional written and verbal communication skills.
  • Demonstrated ability to manage confidential information with integrity and discretion.
  • Proactive mindset with the ability to anticipate needs and take initiative.
  • Strong organizational and time management skills; comfortable handling shifting priorities.
  • Bachelor’s degree in Business, Insurance, Communications, or a related field.
  • Experience preparing reports or presentations for executive-level stakeholders.
  • Familiarity with insurance CRM systems and reporting platforms.

Responsibilities

  • Serve as a trusted partner to executive leadership, anticipating needs and managing competing priorities with minimal oversight
  • Maintain complex calendars, coordinate meetings, and manage travel logistics across multiple time zones.
  • Track action items, project timelines, and critical deliverables, ensuring consistent follow-up and accountability.
  • Facilitate timely and professional responses to key inquiries, maintaining high standards of communication.
  • Handle sensitive information—including financials, claims data, and client communications—with absolute confidentiality and discretion.
  • Maintain professionalism in all interactions, both internally and externally, representing executive leadership with integrity and sound judgment.
  • Compile and analyze reports related to underwriting performance, loss ratios, renewals, and claims activity.
  • Support preparation of presentations and dashboards used for executive reviews and operational decision-making.
  • Identify trends or red flags in reports and flag them for leadership attention.
  • Track critical touchpoints such as renewals, client meetings, and follow-ups to ensure timely outreach and continuity.

Benefits

  • fully fund continuing education
  • benefits are designed to motivate and reward our employees for their loyal service to PLM and our policyholders.
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