Remote Insurance Operations Specialist

RemotePro.Ph; United States; A distancia; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

WFH setup

Competitive salary

HMO coverage

Mental health program

Maternity assistance

Paid vacation

Tech allowance

Internet allowance

Weekly payouts

Career growth

Descripción de la vacante

RemotePro.ph is seeking an Executive Support Specialist to handle renewals, quotes, and account servicing for California personal and commercial lines in a fast-moving remote setting.

You’ll use AI tools daily, manage inbound communications, and keep calendars and CRM data organized while delivering clear, professional communications in English. Prior California agency experience is required; strong initiative and autonomy are essential for success.

Formación

• 1+ year experience in a California insurance agency handling renewals and quotes
• Excellent conversational English and professional written communication
• Experience as a support/virtual assistant or administrative role
• 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 — errors caught before they leave your desk
• Strong organizational skills — multiple priorities, nothing slips
• Self-directed once you're up to speed — asks the right questions early

Responsabilidades

• Handling renewals, quotes, and account servicing for personal and commercial insurance lines — this is the core of the role
• Managing inbound communication across email and phone — triaging, responding where appropriate, and escalating only what genuinely needs attention
• Tracking open action items, follow-ups, and deadlines so nothing slips — and flagging anything at risk before it becomes a problem
• Managing calendars, scheduling, and meeting coordination
• Preparing reports, summaries, and briefing materials that are clear and ready to use without further editing
• Maintaining organized records across CRM systems and shared drives — so information is always findable and current
• Using AI tools to draft communications, summarize threads, and eliminate repetitive manual tasks
• Supporting market research, competitor analysis, and social media scheduling when needed

Conocimientos

English proficiency

Communication

Time management

Attention to detail

Organizational skills

Self-direction

AI tools usage

Problem solving

Proactive

Remote work

Herramientas

Microsoft Office

Google Workspace

HubSpot

Zoho

Salesforce

Descripción del empleo

RemotePro.ph is seeking an Executive Support Specialist to handle renewals, quotes, and account servicing for California personal and commercial lines in a fast-moving remote setting.

You’ll use AI tools daily, manage inbound communications, and keep calendars and CRM data organized while delivering clear, professional communications in English. Prior California agency experience is required; strong initiative and autonomy are essential for success.