Executive Assistant

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.

 

 

JOB OVERVIEW:

This role provides dedicated administrative and coordination support to the VP of Business Development and VP of Operations, allowing them to stay focused on core business priorities. By centralizing scheduling, meeting preparation, travel, communications, and follow-up, it improves efficiency and consistency across leadership activities. The role also strengthens execution by ensuring key initiatives, events, and operational tasks are organized, supported, and moving forward.  

LOCATION: New Castle, PA (in-office role)

Nearby Areas / ZIP Codes: Serving the greater New Castle, PA region, including nearby communities in PA and OH:

15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101

 

JOB OVERVIEW:

The Executive Assistant (EA) provides administrative and organizational support to the Vice President of Business Development and the Vice President of Operations at Treloar & Heisel. The EA acts as a trusted extension of executive leadership, helping translate strategy into action by providing calendar management, coordination, synthesis, and first-draft creation across sales, operations, training, and partner initiatives. This role requires sound judgment, discretion, and the ability to operate proactively in a fast-paced professional services environment.

WHAT YOU’LL DO: 

A detailed list of job duties includes (but is not limited to):

Provide comprehensive administrative support to two senior executives, including calendar management, meeting coordination, travel arrangements, and expense readiness

Coordinate meetings by preparing agendas, pre-reads, notes, action items, and follow-ups

Draft and edit professional correspondence, reports, presentations, and executive summaries

Serve as a communication gatekeeper by triaging requests and escalating issues appropriately

Exercise sound judgment to flag risks, inconsistencies, or gaps in information presented to leadership

Maintain confidential files, leadership materials, and sensitive communications with discretion

Business Development, Training & Content Support

Support advisor and sales leadership meetings, conferences, national sales meetings, and educational events

Create and maintain outlines and materials for presentations, association programs, and training initiatives

Assist with first-draft creation of training content for new sales hires using executive guidance and AI tools

Use AI tools to generate first drafts of video scripts, talking points, and educational content for executive review and refinement

Track follow-ups tied to strategic relationships, sales initiatives, and training efforts

Operations, Reporting & Leadership Coordination

Compile month-end operational and financial inputs into concise, executive-ready narrative summaries

Translate reporting into: what changed, why it changed, and what requires leadership attention

Prepare executive-ready bullets, slide summaries, and leadership email briefs

Prepare pre-meeting talking poi