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Executive Support Specialist, Insurance Experience Required

🔥 15 hours ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

Where this job comes from

Posted on RemotePro.ph's careers page, not through a job board

First seen by Remote Rocketship 15 hours ago

Still open on RemotePro.ph's site. Checked 13 hours ago.

Logo of RemotePro.ph

RemotePro.ph

51 - 200 employees

Founded 2013

💼 Consulting

Consulting

RemotePro. ph is a US-based IT services firm with a consistently growing and fully remote team located in the Philippines. With a decade of experience in the IT sector, RemotePro. ph specializes in digital marketing, software development, web development, and IT services. The company emphasizes authenticity and has built enduring client relationships over the years, showcasing their focus on delivering reliable and quality IT solutions.

📋 Description

• Handle renewals, quotes, and account servicing for personal and commercial insurance lines • Manage inbound communication across email and phone, including triage, appropriate responses, and escalation • Track open action items, follow-ups, and deadlines; flag risks before they become problems • Manage calendars, scheduling, and meeting coordination • Prepare reports, summaries, and briefing materials ready for use • Maintain organized records across CRM systems and shared drives • Use AI tools to draft communications, summarize threads, and eliminate repetitive manual tasks • Support market research, competitor analysis, and social media scheduling as needed • Help build workflows, systems, and habits as the MSP grows

🎯 Requirements

• At least 1 year of recent, hands-on experience working inside a California insurance agency — personal and commercial lines — handling renewals, quoting, and account servicing; this is the non-negotiable requirement for this role • Excellent conversational English — clear, natural, easy to listen to; clients always feel heard • Proven experience in a support, virtual assistant, or administrative role • Active, confident daily use of AI tools (Claude, ChatGPT, or equivalent) • Proficiency in Microsoft Office Suite and Google Workspace • Experience with CRM tools (HubSpot, Zoho, Salesforce, or equivalent) • Strong written English — emails are clear and professional before they're sent • High attention to detail — errors get caught before they leave your desk • Strong organizational skills — multiple priorities, nothing slips • Self-directed once you're up to speed — asks the right questions early, works independently after • Experience with AI-powered workflow automation tools (Make, Zapier, n8n, or equivalent) [Nice to Have] • Experience supporting C-suite or senior leadership in a remote environment [Nice to Have] • Familiarity with 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 with 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 (Female employees) • Paid Vacation Leave • Technology Allowance • Internet Allowance • Weekly Payouts • Career Growth and Advancement Opportunities

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