ProAssisting - Remote Executive Assistance

Virtual Assistant

ProAssisting - Remote Executive Assistance

contract

Posted on:

Location Type: Office

Location: HerndonVirginiaUnited States

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Salary

💰 $29 per hour

About the role

  • 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

Requirements

  • Extremely detail oriented with strong follow-through
  • Proactive self-starter who takes ownership of tasks
  • Assertive and confident, able to push leaders when needed while remaining professional and respectful
  • Comfortable balancing a visionary leader and a systems-focused leader
  • Able to balance big picture thinking with detailed execution in a fast-paced environment
  • Direct communicator who is emotionally intelligent and considerate
  • Fun, energetic, and caring
  • Strong organizational and time management skills
  • Comfortable interacting directly with clients while maintaining a high level of professionalism and warmth
  • Growth minded with a continuous improvement mentality
  • A problem solver who takes charge and goes above and beyond
  • Takes pride and produces high-quality work
  • Must be tech savvy and quick to pick up new tools and software
  • Willingness to obtain a life insurance license is a strong plus.
Benefits
  • PTO
  • Sick Time
  • Paid Holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritinginsurance applicationsdocument managementproject managementemail managementmedical records trackingstate insurance license compliance
Soft Skills
detail orientedproactiveassertiveprofessional communicationorganizational skillstime managementemotional intelligenceproblem solvinggrowth mindsethigh-quality work
Certifications
life insurance license