Carrier Research & Executive Assistant Specialist

We're seeking a highly organized, proactive professional to join our insurance brokerage as a full-time Carrier Research and Executive Assistant specialist. This is a dual-responsibility role:
Part 1: Carrier Research & Outreach
Research insurance carriers across all 50 US states
Identify potential new carrier partnerships we don't currently work with
Conduct outreach via email , phone, and LinkedIn to initiate contact
Secure appointments and meetings with carrier decision-makers
Hand off qualified leads to our internal team for closing
Manage all research and outreach activity in our ---------- system
Part 2: Executive Assistant
Fully manage and optimize my calendar and schedule
Coordinate meeting logistics and scheduling
Follow up on carrier meetings and team assignments
Report back on progress and outcomes
Extract information and priorities fro ---------- proactively, not the other way around
Who We're Looking For
Highly organized and independent – You think in systems. You don't need instructions; you propose solutions.
Proactive personality – You pull information from people, you don't wait to be pushed. You're not shy. You're self-motivated.
Excellent English – Fluent, professional, minimal to no accent. You represent us to carriers.
Task management oriented – You have experience with ---------- or the ability to design task workflows yourself.
Full New York business hours availability – You work 9 AM to 5 PM ET consistently.
Insurance or sales development experience preferred – But strong organizational skills and intelligence matter more than industry background.
What Matters Most
You think like a leader, not an executor. You pull my brain, organize chaos into systems, research independently, and move things forward without being told.