Executive Administrator

Quotebroker Insurance Services; Santa Clarita (CA); Remote; USD 25,000 - 45,000; Part time

Job summary

An innovative insurance brokerage is seeking a detail-oriented Executive Administrative Assistant to support their back office operations. This remote part-time role offers flexibility, allowing you to work approximately 15-20 hours per week during standard Pacific-Time business hours. The position provides an excellent opportunity for growth into a full-time role as the agency expands. You'll be responsible for data entry, managing renewal calendars, and client follow-ups, all while enjoying a supportive work environment that values work-life balance and offers mentorship from experienced professionals.

Benefits

401(k) with employer matching

Company-paid insurance licensing courses

Flexible schedule

Remote work

Direct mentorship from agency owner

Qualifications

• Must be located in the Pacific Time Zone or willing to work those hours.
• Strong attention to detail and ability to handle confidential information.

Responsibilities

• Enter new leads and closed-sale details into our CRM/AMS.
• Monitor upcoming client renewals and flag action items.

Skills

MS Office Proficiency

Excellent Communication Skills

Attention to Detail

Time Management

Tools

CRM/AMS Systems

EZLynx

Xilo

Job description

We’re 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

We’re looking for a detail-oriented Executive Administrative Assistant to keep our back office running smoothly. The role is remote and part-time (≈15–20 hours/week), but you must be available during standard Pacific-Time business hours. While the position starts part-time, there’s ample opportunity to expand into a full-time role as our agency grows.

Key Responsibilities

1. Lead & Sales Data Entry – enter new leads and closed-sale details into our CRM/AMS.
2. Renewal Calendar Management – monitor upcoming client renewals and flag action items.
3. Client Follow-Ups – collect missing forms, signatures, or documents via phone/email.
4. Carrier Follow-Ups – request loss runs, billing docs, endorsements, or resolve basic admin issues.
5. 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
• Excellent written & verbal communication skills
• 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

Position Details

• License required? No – this is an unlicensed, administrative role
• Schedule: Flexible 15–20 hrs/week, Monday–Friday between 8 a.m.–5 p.m. PT
• Employment type: W-2 employee
• 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
• Industries: Insurance