Insurance Operations And Creative Executive Assistant

Overview

Join a dynamic insurance firm as a high-level Executive Assistant providing critical support to leadership in a fast-paced environment. You will bridge the gap between operations and creativity by managing complex CRM data and agent relations while designing professional, high-impact presentations.

Schedule:

• Monday – Thursday: 11:00 AM – 8:00 PM EST (including 1-hour unpaid break)
• Friday & Saturday: 11:00 AM – 3:00 PM EST
• Client Timezone: Eastern Time Zone (Florida)
• Total: 40 hours per week

Responsibilities

• Manage and prioritize executive communications by providing concise summaries and structured recommendations (Issue → Options → Recommendation) to facilitate rapid decision-making.
• Design high-quality presentations and visual materials using Canva and PowerPoint, transforming complex data into clear, brand-consistent layouts for leadership and training.
• Maintain CRM data integrity and oversee the agent licensing pipeline, conducting proactive follow-ups with brokers to ensure accuracy and prevent delays.
• Serve as the primary liaison for agent relations, coordinating with internal teams on onboarding and operational initiatives.
• Organize executive tasks, priorities, and meeting notes, tracking all action items and commitments to ensure timely completion.
• Anticipate executive needs and identify potential operational gaps or project risks before they arise, offering practical solutions and independent prioritization.
• Handle sensitive company information, finances, and communications with the highest level of discretion and confidentiality.
• Execute diverse ad-hoc projects and operational tasks to support business growth and team collaboration.

Requirements

• 3–5+ years as an Executive Assistant, Administrative Assistant, or Personal Assistant
• Direct experience in the insurance industry with licensing and compliance processes
• Advanced proficiency in Canva and PowerPoint, with a strong portfolio of professional presentations or visual materials
• Strong proficiency in Microsoft Office Suite and Google Workspace
• Experience using CRM systems and maintaining database accuracy
• Excellent organizational skills and meeting note documentation
• Strong written and verbal communication skills
• Ability to prioritize tasks and manage multiple responsibilities independently
• Demonstrated proactive thinking and problem-solving
• High level of professionalism, discretion, and confidentiality
• Experience conducting phone-based follow-ups with agents or clients preferred
• Strong eye for design, layout, and visual storytelling
• Ability to translate complex information into clear, visually engaging presentations
• Quick learner who adapts to evolving environments

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

• Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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