Remote CA Insurance Ops Specialist

Remotepro Dot P H; Philippines; Remote; PHP 2,830,000 - 4,088,000; Full time

Benefits offered by this job

Permanent Work-from-Home Setup

Competitive Salary

HMO Coverage

Mental Health Programs

Maternity Assistance through HMO (Fem*

Paid Vacation Leave

Technology Allowance

Internet Allowance

Weekly Payouts

Career Growth and Advancement Opportun

Job summary

RemotePro.ph is seeking an Executive Support Specialist to operate in a fast-paced, remote environment supporting California insurance operations. You will handle renewals, quotes, and client servicing while coordinating communications and leveraging AI tools to speed outputs.

Ideal candidates have CA insurance experience, strong English, and proven ability to manage calendars, reports, and CRM records with minimal supervision in a growing MSP setting.

Qualifications

• At least 1 year of recent, hands-on experience inside a California insurance agency handling renewals, quotes, and account servicing.
• Excellent conversational English — clear, natural, easy to listen to.
• Proven experience in a support, virtual assistant, or administrative role.
• Active daily use of AI tools (Claude, ChatGPT, or equivalent).
• Proficiency in Microsoft Office Suite and Google Workspace.
• Experience with CRM tools (HubSpot, Zoho, Salesforce).
• Strong written English — emails are clear and professional.
• High attention to detail.
• Strong organizational skills.
• Self-directed once you're up to speed.

Responsibilities

• Handling renewals, quotes, and account servicing for personal and commercial insurance lines.
• Managing inbound communication across email and phone, triaging and escalating as needed.
• Tracking open action items, follow-ups, and deadlines to prevent slips.
• Managing calendars, scheduling, and meeting coordination.
• Preparing reports, summaries, and briefing materials ready for use.
• Maintaining organized records across CRM systems and shared drives.
• Using AI tools to draft communications and summarize threads.
• Supporting market research, competitor analysis, and social media scheduling when needed.

Skills

English fluency

CA insurance exp

CRM tools

MS Office

Google Workspace

AI tools

Attention to detail

Organizational skills

Self-directed

Written English

Tools

HubSpot

Zoho

Salesforce

QuickBooks

Xero

Job description

RemotePro.ph is seeking an Executive Support Specialist to operate in a fast-paced, remote environment supporting California insurance operations. You will handle renewals, quotes, and client servicing while coordinating communications and leveraging AI tools to speed outputs.

Ideal candidates have CA insurance experience, strong English, and proven ability to manage calendars, reports, and CRM records with minimal supervision in a growing MSP setting.