ProAssisting - Remote Executive Assistance

Executive Assistant

• Draft candidate write ups based on the President's notes
• Proofread resumes and cover letters
• Conduct candidate searches using LinkedIn and internal databases
• Create and manage job postings
• Manage CRM activity, including updating records, logging activity, and communicating with the recruiter network
• Conduct internet research, including company and market research
• Perform data entry and database updates
• Assist with website updates
• Draft LinkedIn outreach or marketing content for review
• Research and purchase gifts for VIP contacts

Virtual Assistant

• Manage and prioritize multiple email accounts
• Communicate consistently with insurance carriers and clients throughout the underwriting process
• Communicate with internal agents regarding client status updates
• Maintain accurate underwriting status tracking
• Assist in completing insurance applications
• Order and track medical records
• Track and manage state insurance licenses to ensure compliance
• Manage calendars, including minor adjustments using Calendly
• Oversee document management and onboarding paperwork
• Provide project management support and task reminders
• Review emails daily and use them as the driver of workflow
• Follow up with clients to ensure required documentation is submitted in a timely manner