• Manage and optimize calendars for multiple executives, ensuring effective prioritization and minimal conflicts • Coordinate meetings across internal teams, external partners, and time zones • Support inbox management, including organizing, responding, and flagging key items • Handle expense reporting, reimbursements, and tracking to ensure timely and accurate submissions • Arrange travel, accommodations, and logistics for executives • Support planning and execution of team events, all-hands, and offsites • Coordinate team culture initiatives such as celebrations, milestones, and recognition (e.g., Kudoboards) • Provide ad-hoc administrative support including document preparation, research, and process coordination

Role Description - Handle inbound phone calls, emails, texts, and scheduling inquiries from marketing leads - Respond to patients who have engaged with Instagram or Facebook ads - Coordinate preferred communication method with each patient (phone, email, or text) - Conduct initial patient intake using Open Dental scheduling software - Screen patients for suitability of advanced implant procedures - Assess patient readiness and comfort level with the consultation process - Demonstrate empathy and active listening throughout conversations - Conduct sensitive financial conversations with patients - Discuss payment options and payment plans for out-of-pocket procedures - Facilitate credit checks - Ensure patient comfort and trust when requesting financial information - Schedule qualified patients for dental consultations in Open Dental - Manage appointment calendar coordination with local staff - Confirm consultation details with patients Company Description

• Manage and prioritize communications with external stakeholders—including founders, investors, and board members—ensuring timely, professional, and context-aware engagement. • Serve as a gatekeeper and facilitator for founders' time, using sound judgment to balance internal priorities with high-value external relationships. • Oversee complex calendar and scheduling management across multiple time zones. • Coordinate travel arrangements, expenses, and logistics. • Support both business and select personal needs. • Drive execution of founder-led initiatives and serve as the primary contact for external stakeholders. • Track project priorities, timelines, and deliverables. • Coordinate efforts across internal and external teams. • Prepare materials and conduct light research as needed to support projects. • Organize and prepare leadership meetings, including creating agendas, documenting discussions, and following up on action items. • Maintain leadership dashboards and scorecards, ensuring metrics are current, accurate, and visible to leadership. • Track progress against company and team goals, providing regular updates aligned with leadership expectations. • Ensure organization and consistency across shared drives, documentation, and reporting tools. • Identify gaps in execution or visibility and proactively recommend improvements to workflows, tracking, and communication processes.

Role Description The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: - Provides clerical support to Brokers for all policies and key accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES - Support Brokers and team with clerical duties as needed. - Proof endorsements, audits, reporting forms, and cancellations; initiate necessary corrections ensuring accuracy of dates, coverage, signature, commission, premium, attachments, etc. - Maintain suspense system and follow-up for receipt of policies, endorsements, inspections, correspondence, claims, etc. from outside sources. - Maintain account files in accordance with established procedures. - Provide basic information to clients as requested. Qualifications - High school diploma or equivalent experience - Good organizational, time management, and detail skills - Ability to maintain a high level of tact and professionalism - Ability to interact with employees at all levels of the organization - Strong verbal and written communication skills - Strong computer skills - Ability to work overtime as needed - Some college (desirable) - Wholesale insurance experience (desirable) Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance - Tax-advantaged savings accounts - 401(k) plan with company match - Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more - Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan Company Description CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify