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Insurance Executive Assistant Jobs in Wisconsin (NOW HIRING)

Insurance Account Executive As an Insurance Account Executive , you'll serve as a trusted advisor ... Respond promptly and professionally to client inquiries and provide effective solutions. * Assist ...

Job Responsibilities: • Assist squad members daily with operational tasks including, but not ... Medical, Dental and Vision Insurance (eligible the 1st of the month after start date) * Short ...

Lead efforts in upselling clinical programs. Assist in renewal and finalist presentations. * Lead ... Maintain a valid driver's license and personal insurance liability coverage, as required. Why Serve ...

Lead efforts in upselling clinical programs. Assist in renewal and finalist presentations. * Lead ... Maintain a valid driver's license and personal insurance liability coverage, as required. Why Serve ...

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Insurance Executive Assistant information

What are the key skills and qualifications needed to thrive as an insurance executive assistant?

To thrive as an Insurance Executive Assistant, you need strong organizational abilities, attention to detail, knowledge of insurance industry terminology, and proficiency in administrative tasks, often supported by a background in business administration or insurance certifications. Familiarity with CRM systems, insurance agency management software (such as Applied Epic or AMS360), and Microsoft Office Suite is highly valued. Excellent verbal and written communication, discretion, and the ability to multitask under pressure are key soft skills in this role. These competencies are vital to efficiently supporting executives, handling sensitive information, and ensuring smooth office operations in a fast-paced insurance environment.

What does an insurance executive assistant do?

An Insurance Executive Assistant provides administrative support to executives in the insurance industry, handling tasks such as scheduling meetings, managing correspondence, preparing reports, and maintaining records. They assist with client communications, policy documentation, and regulatory compliance to ensure smooth office operations. Strong organizational skills, attention to detail, and knowledge of insurance terminology are essential for this role.

What are popular job titles related to Insurance Executive Assistant jobs in Wisconsin? For Insurance Executive Assistant jobs in Wisconsin, the most frequently searched job titles are:
What cities in Wisconsin are hiring for Insurance Executive Assistant jobs? Cities in Wisconsin with the most Insurance Executive Assistant job openings:
Infographic showing various Insurance Executive Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Executive Assistant, Investor Relations and Market Strategy

Rockwell Automation

Milwaukee, WI • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago


Rockwell Automation rating

7.9

Company rating: 7.9 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

197th of 487 rated machine equipment manufacturers


Job description

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility -our people are energized problem solvers that take pride in how thework we do changes the world for the better.

We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that's you we would love to have you join us!

Job Description

The Administrative Assistant supports Investor Relations and Finance by ensuring smooth daily operations and promoting an organized, efficient work environment. In this onsite role, you'll serve as a trusted partner who helps the team stay connected, prepared, and focused by managing different administrative and operational activities. You'll work with Finance leaders, investors, and collaborate across departments. We offer variety, autonomy, and the opportunity to support high impact work within a dynamic Finance organization. You will report to our Vice President, Investor Relations and Market Strategy.

Your Responsibilities:

Administrative

  • Provide executive administrative support to the Vice President of Investor Relations and Market Strategy, ensuring smooth operations for the broader team.
  • Work with senior leadership, investors, analysts, customers, and partners in a high visibility environment.
  • Manage the investor relations calendar, balancing multiple competing requests and understanding important plans to guide scheduling decisions.
  • Support occasional extended work hours.
  • Coordinate domestic and international travel, including itinerary changes, and ensure all travel documents (passports, visas) remain current.
  • Prepare and submit and accurate expense reports.
  • Manage office supply inventory and orders.
  • Process invoices promptly and maintain vendor relationships for Investor Relations and Market Strategy and Treasury.
  • Maintain subscriptions and renewal tracking for the team.
  • Build relationships across finance and other departments.
  • Handle confidential information.
  • Balance changing priorities while anticipating upcoming needs and deadlines.
  • Maintain a positive, steady demeanor during periods of high demand or pressure.
  • Be the primary contact for all incoming and outgoing mail and packages.

Investor Relations Specific

  • Help with meeting and informational requests from sell-side analysts and buy-side investors.
  • Update data in CRM system about investors and our recent engagements.
  • Run investor reports in CRM system for upcoming meetings, conferences, roadshows, and ad hoc requests.
  • Organize logistics for quarterly earnings call with important partners and teams.
  • Help coordinate investor conferences, roadshows, onsite visits and meetings.
  • Help plan annual investor meeting during Automation Fair.
  • Review transcripts following webcasted events and submit necessary updates for final publishing.
  • Support presentation requests from internal departments.
  • Update HR organizational charts and Outlook distribution lists.
  • Update Facilities floor plan and coordinates evacuation rosters and training.
The Essentials - You Will Have:
  • High school diploma or equivalent
  • Five or more years of relevant executive administrative experience.
The Preferred - You Might Also Have:
  • Investor relations or finance background.
  • Experience with CRM software.
  • Experience with Concur expense and travel platform.
  • Proficient in Microsoft Outlook, Teams, OneNote, Word, PowerPoint and Excel.
What We Offer:
  • Health Insurance including Medical, Dental and Vision
  • 401k
  • Paid Time off
  • Parental and Caregiver Leave
  • Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
  • To learn more about our benefits package, please visit at www.raquickfind.com.

At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or other roles.

This position is part of a job family. Experience will be the determining factor for position level and compensation.

#LI-Hybrid

#LI-PH1

We are an Equal Opportunity Employer including disability and veterans.

If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247.

Rockwell Automation's hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.


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About Rockwell Automation

Sourced by ZipRecruiter

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 25,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better.

Industry

Industrial automation equipment manufacturing

Company size

10,000+ Employees

Headquarters location

Milwaukee, WI, US

Year founded

1903

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