Executive Support Specialist, Insurance Experience Required

• Handle renewals, quotes, and account servicing for personal and commercial insurance lines
• Manage inbound communication across email and phone, triaging and escalating as appropriate
• Track open action items, follow-ups, and deadlines, flagging risks before they become problems
• Manage calendars, scheduling, and meeting coordination
• Prepare reports, summaries, and briefing materials
• Maintain organized records across CRM systems and shared drives
• Use AI tools to draft communications, summarize threads, and eliminate repetitive manual tasks
• Support market research, competitor analysis, and social media scheduling when needed

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

• 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