Executive Assistant at K B Berry & Assoc. in Walnut, CA

Who We Are

K B Berry & Assoc.https://www.kb-berry.com/about handles healthcare cost containment and deep clinical plan reviews for self-funded employer groups. We operate as a focused advisory practice, working directly alongside benefits brokers, trust funds, TPAs, and attorneys. Our work centers on bringing extreme clarity to complex pharmacy benefit structures, contract underwriting, and stop-loss insurance placements. We keep our operation highly specialized and client-focused.

About the Role

This is the central administrative role inside our executive office, working one-on-one with our President, Kenneth Berryhttps://www.kb-berry.com/ken-b-berry. You will not just be answering a phone or scheduling standard calendar appointments. This position serves as the functional operational filter for our corporate communication and ongoing audit data files. We interact daily with third-party fund managers, specialized attorneys, and pharmacy benefit executives. You will hold responsibility for managing these exact high-level professional relationships while tracking multi-layered project deadlines.

What You Will Do Day-to-Day

• Take complete ownership of the executive calendar, protecting the workflow of the President's office from low-priority interruptions and unsolicited sales traffic.
• Act as the primary professional gatekeeper and point of contact for external benefit consultants, health fund trustees, legal advisors, and corporate clients.
• Format, clean up, and proofread heavy business materials, including bespoke consulting agreements, client slide decks, and PBM financial audit data reports.
• Securely track and file large incoming claims data sets through our designated data sharing portals, making sure everything stays organized for our analytical reviews.
• Manage occasional multi-city business travel logistics, building out precise timelines, and handling corporate expense tracking.
• Handle general office operations, field inbound phone inquiries, and route time-sensitive renewal deadlines.

What We Are Looking For

• At least 3 to 5 years of solid experience working as an Executive Assistant, with explicit preference for individuals coming out of insurance brokerage firms, TPA setups, boutique corporate law, or specialized healthcare administration.
• Education: High School Diploma or equivalent required. Strong emphasis will be placed on your actual years of direct corporate administrative experience over formal degrees.
• Natural comfort handling employee benefits terminology—you should know what a PBM, a formulary, a stop-loss policy, or an employer-sponsored plan is, or be able to pick it up exceptionally fast.
• Advanced execution inside Microsoft Office Suite (heavy Outlook management, Word document building, clean PowerPoint design, and basic Excel tracking).
• Exceptional command over professional business writing with the maturity required to handle highly sensitive, HIPAA-adjacent corporate and financial records.
• A proactive, self-starting operational style—someone who spots calendar conflicts or data gaps before they become active issues.

Compensation & Practical Details

• Hourly Base: $28.00 – $36.00 per hour
• Medical benefits plan package.
• Paid Time Off (PTO) and standard corporate holiday schedule.
• Professional, high-privacy office workspace located in Walnut Creek, CA.