Executive Assistant to the CEO of an Insurance Agency in the US

₱25-30K[Monthly]
RemotePart-time1-3 Yrs ExpBachelor
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish

Job Description

Recruitment & Interviews:Event CoordinationMeeting & Travel ArrangementsGeneral Support & ReportingRingCentral and Zoom

Description

Onboarding and Monitoring Agents:

  • Onboard and monitor new paid agents daily.
  • Manage and track daily activities of all agents.


Executive Assistance:

  • Schedule interviews, manage licensing, and ensure compliance for each state.
  • Monitor insurance and financial products on carrier websites.
  • Ensure all outstanding requirements are met on policies.
  • Call clients for annual review scheduling and to check on grace period status.
  • Obtain proper signatures on documentation.
  • Email and calendar management.


Firestarters Meetings:

  • Open weekly Firestarters meetings and prepare topics and PowerPoints.
  • Manage Round Robin Saturday Firestarters presentations.
  • Report team recognition and compile weekly updates for Firestarters.
  • Compile recognition for "The Force" team and prepare a PowerPoint for team gatherings.


Recruitment & Interviews:

  • Sift through resumes, conduct or schedule preliminary interviews, and follow up with interviewees.


Big Event Coordination:

  • Ensure all team members are registered for events, book travel and accommodations.
  • Handle clothing selection and schedule hair/nail appointments for the CEO before big events.
  • Ensure all recognition and trophies are ordered and shipped on time.
  • Coordinate logistics (transportation, team outings, meals) for events.
  • Develop event checklists and ensure everything is arranged prior to trips.


Insurance & Financial Follow-Up:

  • Contact carriers to follow up on client applications and submit outstanding criteria.


Administrative Tasks:

  • Prepare invoices, reports, financial statements, and other documents.
  • Answer phone calls, conduct research, and attend meetings (record minutes).
  • Handle general office duties (ordering supplies, basic bookkeeping).


Meeting & Travel Arrangements:

  • Prepare agendas, arrange catering, and organize travel for executives.


General Support & Reporting:

  • Manage attendance for Firestarters events and maintain role call.
  • Create and update systems for improving team efficiency.
  • Compile and submit timely reports for the executive team.


Requirement

Must Haves

• Excellent English speaking and written comprehension.

• Previous experience as an executive secretary, administrative assistant, or in related fields.

• Strong organizational skills.

• Ability to prioritize and multitask effectively.

• Strong attention to detail.


Nice to Haves

• Proficient in using RingCentral and Zoom.


Home Office Requirements

Please only apply for this role if you have the following home office requirements:


· Perfectly working headset and webcam

· Stable internet connection of at least 5 Mbps to 15 Mbps

· Up to date computer system with a minimum of Windows 8 or Mac OS X

· Quiet room with no distractions or background noises

· A backup plan if the power goes out or if your internet connection becomes unstable during your shift


Only applicants meeting the strict criteria above will be contacted.

Source Applicants Virtual Coworker

Virtual Coworker

Posted on 17 October 2024

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