ProAssisting - Remote Executive Assistance

Executive 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

Virtual Assistant