
Agency Navigators™
Welcome to the Agency Navigators Podcast! Hosted by AgencyCFO™. With best practices as our guide, our team integrates financial, organizational and growth excellence within independent insurance agencies across the United States. We have one mission: navigate independent insurance agencies to higher GROWTH, PROFIT, AND VALUE. Tune in for guidance on navigating your agency forward.
Agency Navigators™
S4E14: The Power of an EA (Executive Assistant)
Watch this episode on YouTube: https://youtu.be/A5hkjuWfUyY
What do we mean when we say, “We’ve got a Jamie for that”?
It’s about having a teammate who just gets it—someone who bridges the gaps, lightens the load, and keeps everything moving forward.
In this episode, Roe, Don, Adam, and Cayla celebrate Jamie’s journey from Executive Assistant to AgencyCFO™ Experience Coordinator and the lasting impact she’s made on the team. From streamlining operations to elevating client relationships, Jamie has become the glue that holds it all together.
They also share why every agency leader should consider the game-changing impact of a strong executive assistant. Because when you have a “Jamie,” you’re not just saving time—you’re creating space to focus on what matters most.
#ThePowerOfAnEA #Podcast #InsuranceAgencyPartner #AgencyNavigators #HireIntentionally #AgencyCFO
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