Executive Support Specialist, Insurance Experience Required
Posted 39 minutes ago
You'll apply on the company's website.
About the Role
A fully remote team based in the Philippines is looking for an Executive Support Specialist to provide high-level assistance within the insurance industry. The person in this role will contribute to effective operational management and client relations for a US-based IT service provider with ten years of industry experience. You will operate in a dynamic, digital-oriented setting that prioritizes genuine interactions and dependable, high-quality results.
Requirements
- You must have a minimum of one year of recent, practical experience in a California-based insurance agency, specifically focused on quoting, renewals, and client service.
- You must be skilled in using Google Workspace, Microsoft Office, and CRM platforms like Zoho or HubSpot.
- You must possess strong written and verbal English communication abilities.
- You must be comfortable and proficient using AI tools like ChatGPT or Claude on a daily basis.
- You must demonstrate meticulous attention to detail and strong organizational capabilities.
- You must be capable of working autonomously and balancing competing priorities.
- Having background experience in project management tools, bookkeeping, market research, or AI automation is viewed as an added advantage.
Responsibilities
- You will manage account servicing, quotes, and renewals for commercial and personal insurance policies.
- You will handle incoming phone and email inquiries, ensuring efficient triage and prompt replies.
- You will keep track of deadlines, follow-ups, and pending tasks, while identifying and alerting management to potential risks.
- You will coordinate meetings, manage schedules, create reports, prepare briefing documents, and maintain accurate records within CRM platforms.
- You will utilize artificial intelligence software to draft correspondence and optimize manual workflows.
- You will contribute to market research, schedule social media content, and help develop efficient organizational systems.
Benefits & Perks
- Permanent remote work arrangement.
- Competitive compensation with weekly payment schedules.
- Comprehensive health insurance coverage, including maternity support for women.
- Access to programs focused on mental well-being.
- Stipends for internet and technology expenses.
- Paid time off for vacations.
- Various pathways for professional development and promotion.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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