INSURANCE SUPPORT FOR PERSONAL ASSISTANTS AND EXECUTIVE ASSISTANTS
Kelly Insurance Group provides direct, responsive insurance support for personal assistants and executive assistants who manage insurance tasks on behalf of their principals — fast certificate issuance for contract requirements, urgent coverage requests, policy coordination, and clear answers to insurance questions that arise in the course of managing a high-profile principal's affairs.
HOW KELLY INSURANCE GROUP SUPPORTS PERSONAL ASSISTANTS MANAGING INSURANCE TASKS FOR HIGH-PROFILE PRINCIPALS.
Personal and executive assistants to high-profile principals are frequently asked to handle insurance tasks: obtain a certificate of insurance for a contract, call the insurance agent about a policy question, manage a premium payment, coordinate with a carrier on a policy change, or find out whether a specific activity is covered. These tasks require a responsive insurance partner who communicates directly with the assistant — not one that requires everything to go through the principal or a formal advisor channel.
The most frequent insurance request that lands on an assistant's desk is a certificate of insurance — a document confirming that a specific policy is in place, needed for a brand deal, a venue, a property transaction, or any other situation where proof of coverage is required. Understanding what a certificate shows, how quickly one can be issued, and who to call when a certificate is needed on short notice are practical pieces of information for any assistant managing a high-profile principal.
When an urgent insurance situation arises — a contract that will not close without immediate proof of coverage, a venue that requires a certificate by tomorrow morning, or an event that is at risk because of a missing insurance document — an assistant needs to know who to call, what information to provide, and what to expect in terms of timeline. Kelly Insurance Group provides clear escalation protocols for assistants handling these situations.
An assistant working within a broader advisory team — alongside a business manager, publicist, attorney, and financial advisor — needs to know which insurance questions to route where and how to communicate insurance needs across the team. For routine tasks and urgent requests, the assistant can work directly with Kelly Insurance Group. For complex coverage decisions, the assistant can route questions to the business manager or other appropriate advisor while Kelly Insurance Group provides the insurance expertise.
A personal assistant who manages the principal's correspondence, household affairs, and financial coordination is often in the best position to notice when something that should be insured is not — a new purchase that does not appear in the insurance records, a household employee who has been working for months without workers compensation, or a contract requirement that the current insurance cannot satisfy. Surfacing these observations to the insurance team — or to the principal's business manager — is a meaningful contribution to the principal's overall risk management.
ASSISTANT INSURANCE SUPPORT SERVICES
PERSONAL AND EXECUTIVE ASSISTANTS WHO WORK WITH KELLY INSURANCE GROUP.
Any personal or executive assistant who manages insurance tasks on behalf of a high-profile principal — obtaining certificates, coordinating with carriers, tracking premium payments, and handling urgent insurance requests — benefits from a direct, responsive insurance partner relationship with Kelly Insurance Group.
- Personal assistants to entertainers, athletes, executives, and public figures who manage insurance coordination as part of their role
- Executive assistants who handle contract review and certificate of insurance requests for high-profile principals
- Household managers who coordinate insurance for multiple household locations and assets
- Assistants who serve as the primary point of contact with insurance carriers for their principal
- Any assistant who has been asked to obtain a certificate of insurance quickly and did not know exactly how to proceed
- Personal assistants whose principals have complex insurance programs across multiple properties, vehicles, and specialty assets
SELECT A SERVICE AREA TO SEE HOW KELLY INSURANCE GROUP SUPPORTS PERSONAL AND EXECUTIVE ASSISTANTS.
Personal and executive assistants managing insurance tasks on behalf of their principals need a responsive, direct insurance partner who communicates clearly and resolves requests quickly.
Personal and executive assistants frequently manage day-to-day insurance tasks on behalf of their principals — obtaining certificates of insurance, coordinating with insurance carriers on policy changes, managing insurance payments, and serving as the first point of contact for routine insurance questions. Kelly Insurance Group provides direct support for assistants managing these tasks on behalf of their principals.
- Certificate of insurance requests — fast turnaround and direct communication
- Policy payment coordination and premium tracking
- Insurance carrier communication on behalf of the principal
- Routine coverage questions and policy lookups
- Annual renewal coordination and document management
WHAT KELLY INSURANCE GROUP PROVIDES.
CERTIFICATE OF INSURANCE AND URGENT REQUESTS
Fast certificate issuance for contract requirements, additional insured endorsements, and urgent insurance requests — with direct communication with the assistant and clear status updates throughout the process.
ROUTINE INSURANCE COORDINATION
Ongoing support for routine insurance coordination tasks — premium payment tracking, policy questions, carrier communication, and administrative insurance management on behalf of the principal.
COVERAGE GAP IDENTIFICATION AND ESCALATION
Support for identifying potential coverage gaps observed through day-to-day management — new assets not yet on the program, new employees needing coverage, contract requirements that existing insurance may not meet — and routing these observations to the appropriate advisor.
ADVISORY TEAM COMMUNICATION
Clear communication protocols for assistants working within a broader advisory team — knowing when to handle directly with Kelly Insurance Group and when to route to the business manager, attorney, or other advisor.
FOUR INSURANCE SITUATIONS PERSONAL ASSISTANTS FREQUENTLY ENCOUNTER.
An end-of-day certificate deadline is a manageable situation when you know who to call and what information to provide. Kelly Insurance Group handles these requests directly with assistants, with status updates throughout the process.
A quick question about whether a specific activity, property, or situation is covered under the principal's insurance is a reasonable request to route to Kelly Insurance Group directly. We will provide a clear answer and follow up as needed.
An assistant coordinating a new hire for the household should confirm whether workers compensation is in place before the employee begins work. Kelly Insurance Group can confirm coverage status and expedite placement if needed.
An assistant reviewing a contract who encounters the indemnification and insurance requirements section should send it to Kelly Insurance Group for interpretation. We will explain what is required and what action needs to be taken.
QUESTIONS ADVISORS OFTEN ASK.
What information do I need to provide to get a certificate of insurance?
To issue a certificate of insurance, Kelly Insurance Group needs: the name and contact information of the certificate holder (the party requiring the certificate), the specific liability limits they require, and whether they need to be named as an additional insured. If the contract specifies the exact wording for the certificate, provide that as well. The more specific the information, the faster the certificate can be issued.
How quickly can a certificate be issued?
For existing clients with qualifying policies in place, certificates can typically be issued within hours. For situations where new or additional coverage needs to be placed first, the timeline depends on the coverage type. Contact Kelly Insurance Group as soon as you know a certificate is needed — do not wait until the deadline.
What is an additional insured endorsement?
An additional insured endorsement adds a named third party — a brand, a venue, a production company — to the principal's insurance policy, giving them coverage under that policy. It must be added to the policy by the insurance carrier and appears on the certificate of insurance. It cannot be added retroactively to a certificate that has already been issued.
Who should I contact at Kelly Insurance Group for urgent requests?
Contact the main Kelly Insurance Group line at (412) 212-2800 or use the contact form at kellyinsurancegroup.com/contact/. For urgent certificate requests, calling is typically the fastest first contact. Identify yourself as an assistant calling on behalf of your principal and explain the timeline.
My principal asked me to check if something is covered — how do I find out?
Call or email Kelly Insurance Group with a description of the specific situation — what activity, property, or circumstance you are asking about. We will check the relevant policies and provide a clear answer. For coverage questions involving complex situations, we may need to review the actual policy documents or contact the underwriter.
What should I do when a new household employee is hired?
Notify Kelly Insurance Group of the new hire as soon as the hire is confirmed — before the employee begins work. Provide the employee's name, job duties, work schedule, and start date. We will confirm whether workers compensation coverage is in place and expedite placement if it is not.
A DIRECT, RESPONSIVE INSURANCE PARTNER FOR EVERY TASK ON YOUR DESK.
Kelly Insurance Group provides direct insurance support for personal and executive assistants — fast certificates, clear answers, urgent request handling, and the responsive communication that assistant work requires.
The availability of coverage and eligibility for coverage can depend on numerous factors. We cannot guarantee that all customers, individuals, and businesses looking for coverage will be successful in these efforts when contacting our team. All policy coverages and terms need to be fully reviewed by the respective consumer to ensure the coverage asked for is what is specifically being quoted or provided by any insurance policy. Insurance Policies, Coverage Changes, and their terms and conditions are not bound or altered until written confirmation is provided by one of our licensed team members or underwriters. This page does not offer legal advice, legal opinions, or policy interpretations. Rather, this page is meant as a resource to help provide customers and insurance consumers with additional considerations that may help in their insurance buying or pursuit of insurance information. Kelly Insurance Group does not employ or direct attorneys.
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Disclaimer: Coverage availability and eligibility may depend on underwriting review, carrier guidelines, policy terms, state requirements, business operations, risk characteristics, and other information provided during the application or quoting process. Kelly Insurance Group cannot guarantee that every individual, customer, organization, or business seeking coverage will qualify for, receive, or successfully place insurance coverage. All policy coverages, exclusions, conditions, limits, endorsements, and terms should be carefully reviewed by the consumer, insured, or applicant to confirm that the coverage requested is the coverage being quoted, offered, or provided. Insurance coverage, policy changes, endorsements, cancellations, and other policy terms are not bound, changed, confirmed, or altered unless and until written confirmation is provided by a licensed Kelly Insurance Group team member, the applicable insurance carrier, or an authorized underwriter. This page is provided for general informational purposes only and does not provide legal advice, legal opinions, insurance coverage opinions, or policy interpretations.