Remote Executive Assistant, Insurance Operations

Hammerjack Pty Ltd; Philippines; On-site; PHP 446,000 - 781,000; Full time

Job summary

ReSource Pro in Megatower, Mandaluyong, Philippines, seeks an Executive Assistant to support client executives, producers, and agency leadership with administrative, CRM, and business development tasks.

You will coordinate meetings and travel, manage calendars, process insurance submissions in EPIC, maintain Salesforce data, and assist marketing initiatives while ensuring accuracy and timely communication.

Qualifications

• Bachelor's degree in Business Administration, Operations Management, Engineering, or a related field.
• 2–4 years supporting commercial insurance operations or producer support.
• Experience with EPIC Agency Management System.
• Experience supporting executives in an administrative or executive assistant capacity.
• Experience handling commercial insurance submissions (ACORD forms).
• Experience managing calendars and executive travel.
• Salesforce CRM experience is required.

Responsibilities

• Support Client Executives, Producers, and Agency Leadership in managing client relationships and inquiries.
• Coordinate meetings, travel, and executive calendars with agenda and follow-up.
• Process commercial insurance submissions and manage ACORD applications and loss runs.
• Maintain Salesforce and EPIC data, track pipeline, and KPI reporting.
• Assist with marketing coordination and business development activities.

Skills

Executive support

Calendar management

Client service

Communication

Marketing coordination

CRM data management

Education

Bachelor's degree in Business Administration / Operations Management / Engineering or related field

Tools

EPIC Agency Management System

Salesforce

Outlook

Excel

PowerPoint

Teams

Job description

ReSource Pro in Megatower, Mandaluyong, Philippines, seeks an Executive Assistant to support client executives, producers, and agency leadership with administrative, CRM, and business development tasks.

You will coordinate meetings and travel, manage calendars, process insurance submissions in EPIC, maintain Salesforce data, and assist marketing initiatives while ensuring accuracy and timely communication.