Executive Assistant

Description

Executive Assistant

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.

Company

Pennsylvania Lumbermens Mutual Insurance Company (PLM) is America’s oldest and largest insurance company dedicated to protecting wood-related businesses such as lumber and building material retailers, wood product manufacturers, and sawmills. Headquartered in Center City, Philadelphia, PLM has been recognized as one of Philadelphia Inquirer’s Top Workplaces for nearly a decade. Since 1895, we’ve established long-term relationships built on stability in the marketplace, superior customer service, transparent communications, industry-specific risk management, and quality products as we strive for profitable growth. We are passionate about our commitment to our employees, the industries we serve, and our local communities. We believe that company growth begins with employee development – we fully fund continuing education and encourage our people to invest in themselves. Our benefits are designed to motivate and reward our employees for their loyal service to PLM and our policyholders.

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.

Position Characteristics

The Executive Assistant – Property & Casualty Insurance position is characterized by its blend of strategic partnership and high-level administrative expertise. This role demands a proactive professional who thrives in fast-paced environments, balancing complex priorities while serving as a trusted liaison between executive leadership and key stakeholders. Success in the position requires exceptional organizational skills, discretion in handling sensitive information, and the ability to anticipate needs before they arise. The Executive Assistant functions as a central hub for communication, coordination, and operational execution—managing calendars, travel, and events while also supporting data analysis, reporting, and client relationship management. With a strong grasp of insurance operations, the role calls for someone who can seamlessly integrate administrative precision with industry knowledge, ensuring leadership is equipped with timely insights and reliable support to drive organizational goals forward.

Position 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.

Work Conditions

· Ability to hear

· Ability to speak clearly

· Ability to write

· Ability to sit for extended periods of time