Smith Davis Insurance, Inc.

Executive Assistant to Insurance Agency President

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: TYPE OF WORK

Full Time

: SALARY

$850 - $1550 per month

: HOURS PER WEEK

40

: DATE UPDATED

Apr 1, 2026

JOB OVERVIEW

About Us

Smith Davis Insurance is a 95-year-old independent insurance agency based in the Omaha-Council Bluffs metro area (Iowa/Nebraska, USA). We serve over 7,500 clients from three locations and are growing toward $10M in revenue through organic growth and acquisitions. We run on EOS (Entrepreneurial Operating System), invest heavily in our team, and are one of the few agencies in the country actively deploying AI-powered operations.

The Role

You will support our President (Jeff Brehmer) as your primary focus (60%) and our Director of Operations (Beth Wilson) as secondary (40%). Your mission is to free both leaders to spend their time on the work only they can do -- leading the team, building client relationships, and driving growth strategy.

This is an ownership role, not a task-execution role. We want someone who anticipates needs, solves problems without being told, and takes pride in making the leadership team more effective every single day.

What You Will Do

- Manage and triage the President's email inbox: sort, flag urgent items, draft responses in his voice, and route to tea ---------- mbers
- Manage the President's calendar with strategic time blocks protected and conflicts resolved proactively
- Attend leadership meetings via Zoom, produce summaries with action items, owners, and deadlines within 24 hours
- Track action items fro ---------- etings and follow up with owners -- nothing gets dropped
- Pull weekly performance numbers and prepare meeting pre-reads for Tuesday leadership meetings
- Maintain a leadership scorecard tracking goal progress and performance reporting
- Manage the recognition calendar: birthdays, hire anniversaries, team celebrations
- Draft internal communications and announcements for the operations team
- Support recruiting administration: post jobs, track candidates, schedule interviews
- Format operational documents, training materials, and audit reports
- Process voice memo transcripts into structured notes and route follow-up items

What We Need From You

- 3+ years as an Executive Assistant, Virtual Assistant, or Chief of Staff supporting a business owner or executive
- Excellent written English -- you will draft emails and summaries that match someone else's voice and tone
- Proactive ownership mindset: you figure out the "how" when given a clear "what"
- Absolute discretion with confidential information (acquisitions, personnel decisions, financials)
- Tech-comfortable: you learn new tools quickly (Microsoft 365, Zoom, project management tools)
- Available during US Central Time business hours: 8:00 AM to 4:00 PM CST (9:00 PM to 5:00 AM Manila time)
- Strong follow-through: zero dropped balls is the standard

Nice-to-Haves

- Insurance industry experience (property and casualty, independent agency)
- Familiarity with EOS (Entrepreneurial Operating System)
- Experience with CRM or agency management systems
- Experience with AI tools (Claude, ChatGPT)
- Experience supporting through a business growth or acquisition phase

This is a full-time, long-term position. We are looking for someone who wants to grow with us, not a short-term project.

How to Apply

Please include a brief note (3-5 sentences) answering this question: "Tell me about a time you took ownership of something without being asked, and what the outcome was." No templates. We want to hear your actual voice.

SKILL REQUIREMENT

Calendar Management Email Management Executive Assistance

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Smith Davis Insurance, Inc.

Executive Assistant to Insurance Agency President

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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