Insurance Operations & Personal Assistant

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 (10,000+ 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
  

• Add new accounts, attach documents, and create follow-up diary entries within internal systems (e.g., EZL)
  

• Establish and manage monthly diary reminders for policy renewals and pending action items
  

• 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