Executive Support Specialist, Insurance Experience Required

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee renewals, quotes, and account management for both personal and commercial insurance lines.

• Handle incoming communications via email and phone, including triaging, crafting appropriate responses, and escalation as necessary.

• Monitor open action items, follow-ups, and deadlines; proactively identify risks before they escalate.

• Coordinate calendars, scheduling, and meeting arrangements.

• Generate reports, summaries, and briefing materials that are ready for use.

• Keep organized records across CRM systems and shared drives.

• Leverage AI tools to draft communications, summarize discussions, and reduce repetitive manual tasks.

• Assist with market research, competitor analysis, and social media scheduling when required.

• Contribute to the development of workflows, systems, and habits as the MSP expands.

⛳️ Requirements

• A minimum of 1 year of recent, practical experience within a California insurance agency — in personal and commercial lines — managing renewals, quoting, and account servicing; this is a mandatory requirement for this position.

• Exceptional conversational English — articulate, natural, and easy to understand; clients always feel acknowledged.

• Demonstrated experience in a support, virtual assistant, or administrative capacity.

• Regular, confident use of AI tools (Claude, ChatGPT, or similar).

• Skillful in Microsoft Office Suite and Google Workspace.

• Familiarity with CRM platforms (HubSpot, Zoho, Salesforce, or similar).

• Strong written English — emails are clear and professional prior to sending.

• High attention to detail — errors are identified and corrected before they leave your desk.

• Excellent organizational skills — manage multiple priorities without oversight.

• Self-motivated once acclimated — asks pertinent questions early, works independently thereafter.

• Experience with AI-driven workflow automation tools (Make, Zapier, n8n, or similar) [Nice to Have].

• Background in supporting C-suite or senior leadership in a remote work environment [Nice to Have].

• Knowledge of project management tools (ClickUp, Asana, Trello, or Monday.com) [Nice to Have].

• Basic bookkeeping or invoice processing experience (QuickBooks or Xero) [Nice to Have].

• Experience in market research and competitor analysis [Nice to Have].

🏝️ Benefits

• Permanent Work-from-Home Setup.

• Competitive Salary.

• HMO Coverage.

• Mental Health Programs.

• Maternity Assistance through HMO (for female employees).

• Paid Vacation Leave.

• Technology Allowance.

• Internet Allowance.

• Weekly Payouts.

• Opportunities for Career Growth and Advancement.