Executive Assistant to Executive Managing Director - Employee Benefits
LocationPlano, TX, USA
Work modehybrid
Typefull-time
SeniorityMid
Experience3+ yrs
EquityIncluded
Company size1,001–5,000 people
PostedOct 8, 2026 · 5d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
3+ years of related experience as an Executive Assistant
Intermediate to Expert Microsoft Office skills - specifically PowerPoint, Excel, and Teams
Comfort with data visualization and reporting tools (e.g., Excel pivot tables/charts, Power BI)
Experience with e-signature and digital document management platforms (e.g., DocuSign)
Quality of Work - Work is accurate, thorough, and neat
Productivity - Able to effectively handle volume of work and manage multiple tasks
Reliability - Consistently meets deadlines and follows up
Technology Proficiency - Comfortable learning and adopting new software and digital tools
Continuous Improvement - Seeks opportunities to improve work processes
Initiative - Works independently, prioritizes, and takes ownership
Interpersonal Relationships - Develops and maintains strong relationships
Communication Skills - Communicates clearly and accurately
Adaptability/Flexibility - Handles changes and interruptions effectively
Bachelor's degree (BA/BS) in a business-related field
Equal Opportunity Employer - fostering an inclusive environment
Skills
Microsoft Office
PowerPoint
Excel
Teams
Power BI
DocuSign
Claude
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401(k)
Tuition reimbursement
Paid time off
About the company
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
About the role
The Executive Assistant plays a critical role in maximizing the efficiency and effectiveness of the Executive Managing Director by providing high-level administrative, organizational, and communication support, with a strong emphasis on leveraging technology to streamline workflows. Serving as an extension of the Executive Managing Director, this position requires strong judgment, proactive problem-solving, technical fluency across digital tools and platforms, and the ability to manage sensitive information with absolute confidentiality.
How You Will Contribute:
· Act as the main point of contact between the Executive Managing Director and internal/external clients and vendors.
· Support planning, organizing, and facilitating meetings, including setup and troubleshooting of virtual meeting platforms (e.g., Teams).
· Manage complex calendars, schedule meetings, and coordinate appointments.
· Coordinate and manage all travel arrangements for the Employee Benefits Leader, including flights, hotels, ground transportation, and dining reservations.
· Build detailed, easy-to-follow itineraries that consolidate confirmations, timing, addresses, and contact information in one place, and share them in advance via calendar invites or shared documents.
· Monitor flight status and travel alerts in real time, and proactively rebook or adjust plans in response to delays, cancellations, or last-minute schedule changes.
· Reconcile travel-related expenses and receipts promptly following each trip, ensuring accurate and timely expense report submission.
· Produce polished presentations with a high degree of autonomy, using tools such as PowerPoint, Excel, and Claude.
· Complete and submit expense reports and other financial reports for the Employee Benefits Leader.
· Collect and analyze data for implications regarding budget, project, and/or program initiatives.
· Prepare and edit correspondence from the Employee Benefits Leader to internal/external clients.
· Prepare agendas, notices, minutes, and resolutions for meetings using collaborative document tools for real-time editing and distribution.
· Support coordination of company initiatives and cross-functional projects.
· Maintain confidentiality and exercise discretion with sensitive information.
· Work well with all levels of leadership, teammates, vendors, clients, and carriers.
· Continue professional development, including staying current on emerging tools and technologies relevant to executive support.
Skills & Experience to be Successful:
To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position:
· QUALITY OF WORK - Work is accurate, thorough, and neat. Is attentive to details and demonstrates effective organizational skills.
· PRODUCTIVITY - Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities.
· RELIABILITY - Consistently meets deadlines, follows up to ensure tasks are thoroughly completed and can be counted on to meet commitments.
· TECHNOLOGY PROFICIENCY - Comfortable learning and adopting new software and digital tools; uses technology to improve accuracy, efficiency, and reporting quality; troubleshoots basic technical issues independently.
· CONTINUOUS IMPROVEMENT - Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology.
· INITIATIVE - Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help.
· INTERPERSONAL RELATIONSHIPS - Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional, and positive in all interactions.
· COMMUNICATION SKILLS - Communicates clearly and accurately using written, verbal, and electronic methods.
· ADAPTABILITY/FLEXIBILITY - Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities, and tasks. Able to adjust approaches to reach a desired outcome.
Licenses & Certifications:
· Bachelor’s Degree (BA/BS) in a business-related field is preferred, with three (3) years of related experience as an Executive Assistant; other combinations of work and/or education will be considered
· Intermediate to Expert Microsoft Office skills - specifically PowerPoint, Excel, and Teams
· Comfort with data visualization and reporting tools (e.g., Excel pivot tables/charts, Power BI, or similar)
· Experience with e-signature and digital document management platforms (e.g., DocuSign)
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
•
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
•
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
•
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
•
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.