Executive Assistant

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Remote Insurance Team

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

☁️ SaaS

Insurance • B2B • SaaS

Remote Insurance Team is a professional outsourcing service that specializes in helping insurance agencies streamline their operations by providing first-language English-speaking virtual assistants from South Africa. This company allows agency owners to reduce costs and improve efficiency by outsourcing tasks such as customer service, quoting, and back office support. The team is dedicated to offering trained and specialized staff to facilitate operations and enhance service quality for insurance agencies.

📋 Description

• Collaborate with agents, brokers, and team members to support daily operations • Ensure smooth lead transitions and proper follow-through • Maintain clear and effective communication across teams • Assist with tasks assigned by leadership and agents • Support recruiting efforts (candidate outreach, tracking, and interview scheduling) • Manage recruiting pipelines within CRM systems • Assist with onboarding coordination and new team member setup • Build and maintain relationships with potential clients • Follow up with leads at different stages of the sales process • Share information on properties, market trends, and services • Execute communication strategies set by leadership • Conduct outbound calls when required • Manage calendars for agents and leadership • Schedule meetings, training sessions, and team events • Ensure team members are registered for required training • Track attendance and follow up on completion • Perform general administrative tasks • Support high-performing agents and team leads • Maintain accurate data entry across CRM systems and spreadsheets • Update and manage tracking documents (leads, transactions, agent activity) • Ensure data consistency across platforms (e.g., CRM, spreadsheets, internal tools) • Assist with reporting and basic data analysis

🎯 Requirements

• Proven experience in real estate support or administration • Experience with CRM systems ( Follow Up Boss preferred ) • Strong organizational and multitasking abilities • High attention to detail and accuracy • Excellent written and verbal communication skills • Comfortable working in a fast-paced, remote environment • Reliable minimum 50 Mbps fibre internet connection • Fully functional laptop or computer suitable for remote work • Loadshedding backup solutions (e.g., inverter, UPS, or alternative power source) • Quiet, distraction-free workspace

🏖️ Benefits

• FULL-TIME OPEN-ENDED CONTRACT • PTO INCREASES BASED ON ANNUAL PERFORMANCE REVIEW