Executive Assistant

Posted 5 Days Ago
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Paoli, PA
In-Office
Junior
Healthtech • Insurance
The Role
The Executive Assistant provides administrative support to the CFO, manages schedules, organizes meetings, and ensures project initiatives progress effectively.
Summary Generated by Built In

About Crumdale Specialty:

Crumdale Specialty is a diversified insurance firm providing custom solutions to businesses nationwide. We leverage industry expertise, superior talent, and a disruptive mindset to provide agile, transparent, and cost-saving solutions to optimize self-funded health plans. Founded in 2014, we are the fastest-growing purveyor of integrated insurance solutions, with deep-rooted experience in program management, TPA administration, PBM consulting, stop-loss coverage, compliance, risk management, underwriting, and analytics.

At Crumdale, people come first. Our clients, colleagues, trading partners, and communities are our strength. Our company culture is rooted in alignment, innovation, and integrity. We are proud to be named a Inc. Magazine Best Places to Work in multiple years.

About the Job:

The Executive Assistant will provide high-level administrative support to our CFO by managing schedules, monitoring and responding to emails, organizing materials for meetings, and ensuring key initiatives progress efficiently. This role will join a busy and self-motivated administrative team and will be a high profile and integral part of the organization.


Requirements

Duties & Responsibilities:

  • Coordinates meetings, calls and calendar invites for internal and external meetings.
  • Books and manage all travel/hotels/ground transportation. 
  • Project management for assigned projects related to the CFO's areas of responsibility. 
  • Answers emails, and forwards along messages when needed.
  • Takes comprehensive notes at meetings with detailed next steps and takeaways from each meeting and follow up as appropriate.
  • Helps with daily time management and priority setting for Executives.
  • Run errands as requested such as lunch, personal errands, etc.  
  • Documents / Projects – capturing, formatting, and editing reports and presentations.
  • Edits and saves documents and agreements in appropriate locations.
  • Conducting calls with internal departments when appropriate.
  • Preparing facilities with other members of the admin team for scheduled events and arrangements externally and internally.

Qualifications & Skills:

  • Excellent written and verbal communication skills, with the ability to communicate clearly and professionally.
  • Ability to manage time effectively, prioritize tasks, and maintain organized records.
  • Identify and solve problems quickly and efficiently.
  • Interact professionally with executives, colleagues, clients, and trading partners.
  • Ability to pay close attention to detail and ensure accuracy.
  • Ability to work independently and as part of a team.

Education:

  • 1-2 years' experience as an Executive Assistant, preferred
  • Proficient with MS Office suite (Word, Excel, PowerPoint, Outlook), and other relevant software.

Benefits

At Crumdale, we strive to provide a comprehensive and supportive benefits package to ensure the well-being of our employees. Our benefits include:

  • Medical
  • Telemedicine
  • Dental
  • Vision
  • Life, AD&D, Disability
  • 401(k)
  • Flexible Time-off

Please note: Crumdale Specialty is not engaging with external recruitment agencies; please refrain from contacting us regarding this position.

Top Skills

Excel
MS Office
Outlook
PowerPoint
Word
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The Company
HQ: Paoli, Pennsylvania
151 Employees
Year Founded: 2014

What We Do

Crumdale Specialty is a diversified insurance firm providing custom, self-funded healthcare solutions to a bespoke set of brokers, consultants, and agents nationwide. Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions. We optimize the fragmented health benefits supply chain to reduce health benefit costs and create better outcomes for employers and employees. Our company culture is rooted in alignment, innovation, and integrity. We believe when our clients win, we win. We become part of your team, so you can do what you do best.

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