Executive Assistant

Employer based in · Remote

Hiring talent from: all countries

• Executive Assistant (VA1)• Lead research• Research companies that meet target criteria • Build lists of target companies • Identify HR Directors or decision-makers • Send pre-written outreach emails • Follow up via email and calls • Schedule appointments • Track outreach and responses in spreadsheet/CRM • Creating basic reports• Weekly, monthly, and annual reports; deliverables and sales • Track KPIs and performance metrics • Build and maintain SOPs and FAQs • Calendar management• Schedule meetings, send invites, and reminders • Manage and update social media• Post content (Templates provided) • Insurance Operations Support• Call/email insurance carriers • Follow up on pending business or applications • Request forms and missing documents • Help push cases through underwriting/processing • Handle compliance/admin paperwork • Agent Onboarding & Contracting Support• Manage onboarding checklist for new agents • Send contracting links and required documents • Track each agents progress in spreadsheet • CRM Management (GoHighLevel)• Data entry, clean up, updating notes and information • Maintain workflows and basic automations • Report on campaign performance • Future task• Email management (Once trained)• Filtering, categorization, and cleanup • Draft, reply, and follow up on emails • Basic bookkeeping• Consolidating personal and business receipts • Travel Coordination• Hotel and flight booking • Personal errands• Purchasing gifts and groceries online • Experience and Proficiency• Excellent English communication skills (written and verbal) • Should have admin back-end support experience either from a corporate set-up or as a VA **IMPORTANT • Should have graduated from college or have a degree if non-experienced and is coachable, doing the role **IMPORTANT • Should be well versed in GSuite, Microsoft 365, and AI tools • Should have CRM Management experience, preferably GoHighLevel • Experience in Canva is a huge plus • A strong background in building efficient systems and creating streamlined workflows is highly ideal • Experience in the life insurance industry would be a huge plus • Personality Requirements• Organized • Detail-oriented • Proactive • Resourceful • Self-starter • Outgoing • Analytical • Creative • Strong communicator • Adaptable • Go-getter • Team-oriented • Professional • Can build rapport • Engaged Talent Aligned Collaboration Hours• Monday to Friday, 9:00 AM to 1:00 PM MST (20 hours per week)• Part-time initially and could grow into a full-time (6 months) • Engagement Compensation• $4 and up/hr. -** open for a good mix of talents• Experienced Talents, Corporate-experienced, and Diploma/degree holders • Engaged Talent Communication• Work Email • Telegram • Slack • Engaged Talent Commencement Date• ASAP • Final Alignment Session Schedule• Thursday, 12th of February at 1:00 PM MST (2:00 PM CST) • Onboarding Call Recording Link • NOTE:  **Kindly keep in mind the candidate's personality as you are sourcing Schedule notes: Thursday, 12th of February at 1:00 PM MST (2:00 PM CST)