2 executive assistant jobs found in Napa

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

The Doctors Company is seeking a Senior Sales Analyst. Based on the final candidates distance from a company office this position may be remote or in office.  Position Mission This role is responsible for driving efficiency and growth by optimizing business systems, streamlining processes, and delivering actionable insights. Acting as a strategic partner across teams to ensure system integrity, standardize policies, and lead projects that enable data-driven decisions and continuous improvement. Qualifications Three to five (3–5) years’ experience; insurance company/agency experience a plus. Bachelor’s degree or equivalent combination of education and experience required. Proficiency in Salesforce and Power BI, with intermediate to advanced Excel skills for data analysis and reporting. Ability to collaborate with IT and cross-functional teams to design, implement, and optimize automated systems that improve efficiency. Skilled in analyzing workflows,...