Job Details

Company Description

Cornerstone Companies is dedicated to helping business leaders understand and manage risk confidently through strategic and transparent solutions. With our proprietary ClearPath process, we empower employers to identify hidden risks, evaluate options, and make informed decisions across employee benefits, commercial insurance, and surety. As an independent and fiduciary-minded organization, we prioritize the interests of employers, aiming to protect their businesses, teams, and futures. Headquartered in Overland Park, KS, we are committed to clarity, integrity, and delivering trusted advice to our clients.

Role Description

This is not a traditional administrative role.

This position sits directly alongside the owners and plays a critical role in:

• Driving operational excellence

• Supporting revenue growth

• Elevating client experience

If you are someone who thrives on organization, follow-through, and creating exceptional experiences for clients — this role is built for you.

What You'll Be Responsible For:

Executive Support

• Manage and optimize executive calendars

• Coordinate meetings, travel, and priorities

• Screen and manage email communications

• Prepare daily and weekly executive briefings

• Ensure follow-up on key initiatives and action items

Sales Support

• Prepare prospect and renewal meeting materials

• Coordinate proposal and presentation assembly

• Track pipeline activity and follow-ups

• Maintain CRM accuracy and reporting

• Assist in stewardship report preparation

Client Experience & Relationship Management

You will help us deliver a best-in-class client experience.

• Manage client touchpoint calendar (birthdays, anniversaries, milestones)

• Coordinate personalized gifts, handwritten notes, and appreciation items

• Execute new client onboarding experience

• Support post-renewal and post-claim follow-ups

• Help create memorable, thoughtful client interactions