Insurance Operations & Personal Assistant
Insurance Operations & Personal Assistant
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9-5years
USD 5 - 5
1 Vacancy
Job Description
This is a remote position.
This is an exceptional opportunity to serve as an Insurance Operations & Personal Assistant and right-hand support to agency leadership while gaining valuable exposure to the insurance industry. You ll play a key role in streamlining operations managing critical communications and supporting both business and personal needs.
This role offers strong growth potential starting with administrative support and potentially evolving into customer-facing responsibilities as you gain expertise. You ll work directly with agency management systems handle sensitive information and become an integral part of a growing team where your organizational skills and attention to detail will have a meaningful impact.
Responsibilities
Transform and organize a large email backlog (10000 emails) with efficient sorting prioritization and filing systems
Master the agency management system to attach communications and maintain comprehensive client records
Provide executive support through reminders appointment scheduling and calendar management
Handle personal administrative tasks including travel arrangements cruise bookings and lifestyle coordination
Serve as a trusted delegate coordinating assignments and team communication during executive travel
Learn and navigate insurance software to maintain accurate client documentation
Develop into a backup customer contact point with potential for direct client interaction
Process insurance certificates and coordinate changes with carriers
Support overall agency operations through diverse administrative tasks and workflow optimization
Contribute to business growth through proactive coordination and strategic support
Requirements
Previous insurance industry experience strongly preferred
Exceptional organizational and time management skills
Excellent written and verbal communication
Advanced proficiency in email management and digital organization systems
Reliable availability during US business hours (9 AM 5 PM EST)
Windows computer required for secure remote access
Ability to handle confidential information with discretion
Quick learner with aptitude for mastering new software and agency management systems
Meticulous attention to detail and commitment to accuracy
Flexible and adaptable to handle diverse personal and professional tasks
Strong customer service orientation for potential client-facing responsibilities
Self-motivated and able to work independently in a remote environment
Independent Contractor Perks
Permanent work-from-home arrangement
HMO Coverage for eligible locations
Immediate hiring
Previous insurance industry experience strongly preferred Exceptional organizational and time management skills Excellent written and verbal communication Advanced proficiency in email management and digital organization systems Reliable availability during US business hours (9 AM 5 PM EST) Windows computer required for secure remote access Ability to handle confidential information with discretion Quick learner with aptitude for mastering new software and agency management systems Meticulous attention to detail and commitment to accuracy Flexible and adaptable to handle diverse personal and professional tasks Strong customer service orientation for potential client-facing responsibilities Self-motivated and able to work independently in a remote environment
Education
N/A
Employment Type
Full Time
