Remote Insurance Team

Executive Assistant

• Collaborate with agents, brokers, and team members to support daily operations
• Ensure smooth lead transitions and proper follow-through
• Maintain clear and effective communication across teams
• Assist with tasks assigned by leadership and agents
• Support recruiting efforts (candidate outreach, tracking, and interview scheduling)
• Manage recruiting pipelines within CRM systems
• Assist with onboarding coordination and new team member setup
• Build and maintain relationships with potential clients
• Follow up with leads at different stages of the sales process
• Share information on properties, market trends, and services
• Execute communication strategies set by leadership
• Conduct outbound calls when required
• Manage calendars for agents and leadership
• Schedule meetings, training sessions, and team events
• Ensure team members are registered for required training
• Track attendance and follow up on completion
• Perform general administrative tasks
• Support high-performing agents and team leads
• Maintain accurate data entry across CRM systems and spreadsheets
• Update and manage tracking documents (leads, transactions, agent activity)
• Ensure data consistency across platforms (e.g., CRM, spreadsheets, internal tools)
• Assist with reporting and basic data analysis