Job Title: Virtual Executive Assistant & Insurance Operations Coordinator
About The Company
Our client is a rapidly growing U.S.-based insurance sales organization, specializing in employee benefits.
Job Description
You will support the Regional Sales Coordinator and leadership team. You will take ownership of daily operations and ensure business accounts receive consistent service.
Responsibilities Of The Role
- Maintain an organized database of approximately 1,000 business accounts
- Coordinate follow-ups with sales agents and track upcoming enrollment opportunities
- Assist policyholders with insurance claims submissions, documentation requirements, and administrative inquiries
- Schedule and confirm candidate interviews and communicate with prospective sales agents
- Maintain recruiting records and coordinate interview calendars with leadership
- Coordinate new agent orientation, training sessions, and field appointments
- Track onboarding requirements and follow up on outstanding tasks
- Track pending insurance applications and follow up on underwriting requirements
- Coordinate account transfers between agents and ensure documentation is completed accurately
- Track sales contests and incentive programs and maintain performance standings
- Prepare a weekly regional newsletter highlighting team achievements and important updates
- Manage schedules, maintain accurate records, and prepare reportsap>
- Identify opportunities to improve workflows and operational efficiency
Required Experience And Qualifications
- Advanced English proficiency, both written and spoken
- Previous experience in executive assistance, administrative support, customer service, sales support, or operations coordination
- Exceptional organizational skills and attention to detail
- Strong calendar management, scheduling, and follow-up skills
- Ability to manage multiple priorities and deadlines independently
- Ability to handle confidential business, employee, and client information
- Reliable high-speed internet and a professional remote work environment
- Availability to work full-time according to Arizona business hours
Preferred Skills
- Experience working with U.S.-based insurance agencies, brokers, or financial services companies
- Familiarity with insurance administration, claims support, underwriting, or employee benefits
- Experience coordinating recruiting, interviews, and onboarding
- Experience managing a large portfolio of business or customer accounts
- Experience preparing newsletters, sales reports, or internal communications
- Familiarity with CRM automation and task management tools
- Experience supporting independent sales agents or distributed teams
Personality
- Proactive
- Service-oriented
- Adaptable
- Comfortable working in a fast-paced environment
- Strong problem-solving skills
- Initiative and accountability
Software & Tools
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- Microsoft Teams
- Zoom
- CRM systems
Schedule
40 hours per week
9-5 PST.
Salary And Benefits
- Payment in USD or Local Currency according to candidate's preference.
- Full-time remote opportunity.