[Hiring] Executive Support Specialist @RemotePro.Ph

Role Description

The client moves fast. Your job is to make sure nothing falls through the cracks — before anyone notices it almost did.

This role is focused on California insurance — personal and commercial lines. A big part of your day will be handling renewals, quotes, and account servicing. If you've worked inside a California insurance agency recently and know how personal and commercial lines operate — you'll feel right at home here. If you haven't, this role isn't the right fit.

Beyond the insurance work, you'll be supporting day-to-day operations — managing communication, keeping things organized, and making sure nothing gets missed. You'll be expected to use AI tools regularly to work faster and produce better outputs. Not occasionally. Daily.

Qualifications

• At least 1 year of recent, hands-on experience working inside a California insurance agency — personal and commercial lines — handling renewals, quoting, and account servicing; this is the non-negotiable requirement for this role
• Excellent conversational English — clear, natural, easy to listen to; clients always feel heard
• Proven experience in a support, virtual assistant, or administrative role
• Active, confident daily use of AI tools (Claude, ChatGPT, or equivalent)
• Proficiency in Microsoft Office Suite and Google Workspace
• Experience with CRM tools (HubSpot, Zoho, Salesforce, or equivalent)
• Strong written English — emails are clear and professional before they're sent
• High attention to detail — errors get 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, works independently after

Requirements

• 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

Nice to Have

• Experience with AI-powered workflow automation tools (Make, Zapier, n8n, or equivalent)
• Experience supporting C-suite or senior leadership in a remote environment
• Familiarity with project management tools (ClickUp, Asana, Trello, or Monday.com)
• Basic bookkeeping or invoice processing experience (QuickBooks or Xero)
• Experience with market research and competitor analysis

Benefits

• Permanent Work-from-Home Setup
• Competitive Salary
• HMO Coverage
• Mental Health Programs
• Maternity Assistance through HMO (Female employees)
• Paid Vacation Leave
• Technology Allowance
• Internet Allowance
• Weekly Payouts
• Career Growth and Advancement Opportunities