Executive Support Specialist
New
R
RemotePro.phInsurance
Workable locations: PhilippinesFull-TimeExecutive
Salary not disclosed
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Job Details
- Languages
- Excellent conversational English; strong written English
- Experience
- At least 1 year of recent, hands-on experience working inside a California insurance agency
- Required Skills
- Microsoft Office SuiteGoogle WorkspaceCRM
Requirements
- Have at least 1 year of recent, hands-on experience working inside a California insurance agency.
- Have experience with personal and commercial lines, including renewals, quoting, and account servicing; this is a non-negotiable requirement.
- Have proven experience in a support, virtual assistant, or administrative role.
- Use AI tools such as Claude, ChatGPT, or equivalent actively and daily.
- Be proficient in Microsoft Office Suite and Google Workspace.
- Have experience with CRM tools such as HubSpot, Zoho, Salesforce, or equivalent.
- Have excellent conversational English and strong written English.
- Demonstrate high attention to detail, strong organizational skills, and the ability to manage multiple priorities.
- Work independently once up to speed and ask questions early when needed.
- Nice to have: experience with Make, Zapier, n8n, project management tools, QuickBooks or Xero, market research, or competitor analysis.
Responsibilities
- Handle renewals, quotes, and account servicing for personal and commercial insurance lines.
- Manage inbound email and phone communications, triaging, responding where appropriate, and escalating issues that need attention.
- Track open action items, follow-ups, and deadlines, and flag risks before they become problems.
- Manage calendars, scheduling, and meeting coordination.
- Prepare clear reports, summaries, and briefing materials.
- Maintain organized, current records across CRM systems and shared drives.
- Use AI tools to draft communications, summarize threads, and eliminate repetitive manual tasks.
- Support market research, competitor analysis, and social media scheduling as needed.
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