Our client, a leading provider of life insurance, is seeking an organized, talented Operations and Administrative Specialist to join their team in Airmont, NY!

Job Description

We are seeking a highly organized, detail-oriented, and tech-savvy Operations & Administrative Specialist to join our team in Airmont, NY. This full-time, in-office role is dedicated to supporting the internal operations of a growing life insurance agency. In this position, you will help manage workflows, support key projects, maintain system accuracy, and provide light executive-level administrative assistance.

Responsibilities

• Track and manage operational tasks using project management tools like Asana.
• Maintain CRM and internal systems (e.g., SmartOffice, Asana) with accurate and updated information.
• Coordinate cross-departmental projects and timelines.
• Help build and maintain SOPs and internal process documentation.
• Provide light executive support including calendar organization, meeting preparation, and follow-up tracking.
• Support general office organization and day-to-day team coordination.

Essential Skills

• Expertise in operations planning and reporting.
• Proficiency in administrative support and operations.
• Advanced knowledge of Microsoft Excel and Microsoft Office.
• Experience in finance and accounting.
• Ability to multitask effectively.

Additional Skills & Qualifications

• Degree in business administration, finance, or a related field.
• 3+ years of operations experience.

Work Environment

You will work Monday through Friday from 8 AM to 5 PM, with an early finish at 3 PM on Fridays for religious observance, while being paid for the full day. The company is a mid-sized insurance brokerage organization with roughly 10 people in the office and over 30 salespeople in the field. The company offers a great culture, competitive compensation, health, dental, disability, and life insurance, 28 PTO days, and an education/professional development allowance. During the contract basis, you will also be compensated for any religious holidays during which the business is closed.