EXECUTIVE ADMINISTRATOR

Quotebroker Insurance Services; Santa Clarita (CA); Remote; USD 80,000 - 100,000; Part time

Job summary

Quotebroker Insurance Services, a growing brokerage, seeks an Executive Administrative Assistant for remote part-time support. You will handle data entry, client communication, and manage renewals, contributing to smooth operations. The role offers growth potential to full-time, mentorship opportunities, and a workplace that values professionalism and work-life balance.

Benefits

401(k) with employer matching

Mentorship from agency owner

Company-paid insurance licensing courses

Flexible schedule

Supportive work environment

Qualifications

• Located in Pacific Time Zone or willing to align with it.
• Proficient in MS Office, especially Excel and Outlook.
• Reliable internet and quiet workspace for remote work.

Responsibilities

• Enter new leads and closed-sale details into CRM.
• Monitor client renewals and ensure follow-ups.
• Request billing documents and help clients with payments.

Skills

Attention to detail

Communication

Confidentiality handling

Tools

MS Office

Excel

Outlook

Job description

Were a boutique, rapidly growing insurance brokerage headquartered in Los Angeles. We specialize in commercial and personal lines and pride ourselves on fast, friendly service delivered with precision and professionalism.

Position Overview

Were looking for a detail-oriented Executive Administrative Assistant to keep our back office running smoothly. The role is remote and part-time (?1520 hours / week) , but you must be available during standard Pacific-Time business hours . While the position starts part-time, theres ample opportunity to expand into a full-time role as our agency grows .

Key Responsibilities

• Lead & Sales Data Entry enter new leads and closed-sale details into our CRM / AMS.
• Renewal Calendar Management monitor upcoming client renewals and flag action items.
• Client Follow-Ups collect missing forms, signatures, or documents via phone / email.
• Carrier Follow-Ups request loss runs, billing docs, endorsements, or resolve basic admin issues.
• Billing Support email billing statements and guide clients to the best payment channel.

Must-Have Qualifications

• Located in (or willing to work typical hours of) the Pacific Time Zone
• Proficiency in MS Office , especially Excel and Outlook
• Strong attention to detail and ability to handle confidential information
• Reliable high-speed internet and a quiet workspace

Nice-to-Have (Big Plus)

• Prior insurance agency experience or knowledge of industry terminology
• Familiarity with EZLynx, Xilo, carrier rater systems, or other CRMs / AMSs
• License required? No this is an unlicensed, administrative role
• Schedule : Flexible 1520 hrs / week, MondayFriday between 8 a.m.5 p.m. PT
• Compensation : Competitive hourly rate based on experience

What We Offer

• Fully remote work with Pacific-Time collaboration
• Direct mentorship from the agency owner
• 401(k) with employer matching
• Company-paid insurance licensing courses & fees for team members who wish to become licensed producers, providing a clear pathway into the insurance industry
• Stable, long-term opportunity with a clear path to full-time employment as the agency expands
• A supportive, low-bureaucracy environment that values work-life balance

Seniority level

• Entry level

Employment type

• Contract

Job function

• Information Technology

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