WFH Executive Assistant – Insurance Licensing & CRM

BruntWork; Metro Manila; Remote; PHP 469,000 - 725,000; Full time

Job summary

BruntWork is seeking an experienced Executive Assistant in Metro Manila to provide high-level support to our executives. This full-time role focuses on managing communications, coordinating projects, and supporting operations, with emphasis on CRM management, licensing processes, and professional presentation design using Canva and PowerPoint.

You will design presentations, maintain CRM data integrity, liaise with brokers for licensing, and organize executive tasks and meeting notes.

Qualifications

• 3–5+ years in EA, Administrative, or Personal Assistant roles.
• Direct experience in the insurance industry with licensing and compliance processes.
• Advanced Canva and PowerPoint proficiency with a strong portfolio.
• Strong Microsoft Office Suite and Google Workspace skills.
• 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.

Responsibilities

• Summarize executive communications with clear options and recommendations.
• Design high-quality presentations and visuals using Canva and PowerPoint.
• Maintain CRM data integrity and oversee the licensing pipeline with brokers.
• Coordinate with internal teams on onboarding and operational initiatives.
• Organize executive tasks, priorities, and meeting notes, tracking action items.
• Anticipate needs and identify operational gaps or risks, offering solutions.
• Handle sensitive information with discretion and confidentiality.
• Execute ad-hoc projects to support growth and teamwork.

Skills

CRM management

Canva

PowerPoint

Microsoft Office

Google Workspace

Organization

Communication

Prioritization

Discretion

Problem-solving

Tools

Canva

PowerPoint

Microsoft Office

Google Workspace

CRM software

Job description

About the role

This is a full-time Executive Assistant role providing high-level support to executives in a fast-paced professional environment. The position requires managing communications, coordinating projects, and supporting operations, with a strong emphasis on CRM management, licensing processes, agent relations, and professional presentation design using Canva and PowerPoint.

Key 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

About you

• 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