This is a remote position.
Executive Support:
Manage the CEO’s calendar, including scheduling appointments, coordinating meetings, and ensuring all commitments are organized.
Provide reminders and updates on upcoming deadlines and events.
Agent Support and Onboarding:
Serve as the primary point of contact for new insurance agents, ensuring they are guided and supported throughout the onboarding process.
Integrate new applications and agent information into company systems.
Respond to agent queries on Slack, manage the Slack channel, and provide timely assistance.
CRM Management and Reporting:
Maintain and update the company’s CRM system with accurate data.
Generate reports and provide insights for the CEO to aid decision-making.
Proven experience as an Administrative Assistant or similar role.
Strong organizational and multitasking skills.
Excellent written and verbal communication abilities.
Proficiency in tools such as Google Workspace, Slack, and CRM platforms. Go high level is a plus.
Ability to handle sensitive information with discretion.
Self-motivated and proactive in identifying and resolving challenges.
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