Executive Assistant, Underwriting

We are seeking an experienced Executive Assistant to support the Vice President of Underwriting and be a key contributor to a fast‑paced, dynamic, and fun‑loving team. This role is well‑suited for someone who works independently, manages competing priorities effectively, and enjoys supporting a high‑performing executive in a collaborative environment.

ABOUT BETA HEALTHCARE GROUP:

BETA Healthcare Group (BETA) is the largest professional liability insurer of hospitals on the West Coast, providing coverage to more than 600 hospitals and healthcare facilities and providing workers’ compensation coverage for over 90,000 healthcare workers in California. BETA also has a long-established and growing commitment to physicians, providing medical professional liability coverage to nearly 7,700 physicians and more than 70 medical groups. Beyond primary liability and workers’ compensation coverage, BETA provides an entire suite of alternative risk and insurance services, including excess healthcare professional liability coverage, excess workers’ compensation coverage, third-party claims administration services, risk management consulting services and claims management consulting services. Whether with hospitals, medical groups, clinics or hospices, BETA has earned a reputation for financial strength, rate stability, quality service and breadth of coverage that is unparalleled in the industry.

IN THIS ROLE:

In this role, you will provide executive‑level administrative support to the Vice President of Underwriting, including advanced PowerPoint presentation development, report preparation, complex calendar management, travel coordination, and monthly expense reconciliation. This role requires exceptional attention to detail, strong organizational skills, and the ability to support a demanding executive schedule in a fast‑paced environment.

For the first ~30-60 days, this role will be required to be in office 5 days a week. Thereafter, this role would be eligible to work from home 3 days a week and must be a commutable distance to the Granite Bay, CA office.

ESSENTIAL JOB REQUIREMENTS:

The requirements listed below represent the knowledge, skills, and/or abilities required.

• Prepare a high volume of PowerPoint presentations for Board meetings, executive-level business partner meetings, new and renewal client meetings
• Manage an executive’s complex and dynamic calendar and occasionally department calendars
• Develop and maintain a tracking and follow-up system that alerts to upcoming deadlines on incoming or recurring requests or events
• Prepare and reconcile expense reports for the Vice President.
• Schedule multi-day meeting schedules and department events, including detailed itineraries for client, broker and employee meetings
• Assist with annual budget preparation and track department expenses against the budget
• Create agendas for presentations and monthly department meetings
• Organize lunch and dinner meetings
• Coordinate department mass mailings
• Draft correspondence, memos and procedural manuals
• Responsible for project coordination as directed
• File all underwriting documents in a cohesive and organized system
• Demonstrate and support BETA’s culture and core values
• Provide proper judgment in applying criteria to new and unusual problems
• Ability to travel, including occasional overnight travel
• Other duties and special projects as assigned

REQUIREMENTS:

The requirements listed below represent the physical abilities required.

• High school education or G.E.D. required; bachelor’s degree preferred.
• Minimum of 5 years of Executive Assistant experience required
• Advanced skill level in Microsoft Excel, Word, PowerPoint and database entry strongly preferred
• Proven ability to independently manage multiple tasks and projects with competing priorities and deadlines
• Ability to review and prioritize communications and opportunities from external and internal sources and organize and maintain administrative processes.
• Ability to stay focused, efficient, and effective in managing multiple priorities with a high degree of accuracy
• Proven ability to work independently to achieve accomplishments
• Must be dynamic, high-energy, and ready to support cross-functional coordination in a fast-paced environment
• Ability to learn how to use the company’s data mining, underwriting and file management software
• Insurance industry and/or financial experience preferred
• Professional phone eti…