Executive Operations & Growth Coordinator

The Executive Operations & Growth Coordinator partners closely with the President and Regional Managing Directors to support executive operations, advance strategic initiatives, lead Producer recruitment initiatives and drive organizational accountability. This role helps translate strategic priorities into action through effective coordination, communication and follow-through.

This position requires a highly organized, driven and service-oriented professional with exceptional follow-through, strong communication skills and the confidence to proactively manage priorities and hold teams accountable. The ideal candidate thrives in a fast-paced environment, is tech savvy and enjoys supporting leaders while helping execute company initiatives.

Work Performed

Strategic Execution & Leadership Support

• Partner with the President and Regional Managing Directors to advance strategic priorities, growth initiatives and key business objectives
• Attend leadership meetings, document decisions and action items and ensure follow-through on commitments
• Drive accountability for strategic initiatives by tracking commitments, facilitating follow-up discussions and ensuring timely execution across leadership teams
• Help identify obstacles, escalate issues and maintain momentum on organizational priorities
• Build strong working relationships across the organization to facilitate communication, collaboration and execution

Producer Recruitment & Growth Initiatives

• Lead and coordinate Producer recruitment efforts in partnership with Talent Acquisition, Regional Managing Directors and executive leadership
• Serve as a key point of contact throughout the candidate experience, ensuring timely communication and a professional, consistent recruiting process
• Develop and execute recruiting, outreach, networking and engagement initiatives designed to attract, engage and retain high-performing Producers

Executive Operations & Administrative Support

• Coordinate executive calendars, travel arrangements, meetings and related logistics for the President and leadership team
• Facilitate leadership communications, meeting agendas and organizational workflows
• Oversee the President’s business travel, expense reporting and related documentation through Concur
• Manage executive priorities, action items and follow-up activities on behalf of the President, ensuring accountability and timely execution of key initiatives

• Exceptional organizational, project management and follow-through skills with the ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills, with the confidence and professionalism to interact effectively with executive leadership, Regional Managing Directors and external partners
• Demonstrated ability to drive accountability and maintain momentum on strategic initiatives and organizational priorities
• Proven ability to build relationships, influence outcomes and gain buy-in across leadership teams without direct authority
• Demonstrated initiative, sound judgment and problem-solving skills with the ability to anticipate needs and proactively address challenges
• Knowledge of recruitment, candidate engagement and talent acquisition processes, including strategies for attracting and retaining top Producer talent
• High level of professionalism, discretion and ability to manage confidential and sensitive information
• Advanced proficiency with Microsoft Office Suite (Outlook, Teams, Word, Excel and PowerPoint) and the ability to quickly learn new systems and technologies

Preferred Education & Experience

• Previous experience supporting executive leadership through business operations, project coordination, strategic initiatives, sales support or related functions preferred
• Experience working with senior executives and leadership teams in a fast-paced, growth-oriented environment
• Proven success coordinating strategic initiatives, accountability processes or cross-functional projects
• Knowledge of recruitment, talent acquisition, business development or Producer recruiting practices
• Experience coordinating executive schedules, meetings, travel and business communications
• Bachelor’s degree or equivalent combination of education and professional experience preferred

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website:

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance