WeAssist.io

Insurance

• Certificate of Insurance (COI) Management
• Issue 40–60 COIs per day across the entire agency; support up to 200+ on high-volume days
• Process COI renewals (“one-click” renewals already in the system).
• Send new or updated proof of insurance once the master certificate is completed
• Batch-send renewal COIs when updated Excel lists are received
• Identify and attach required endorsements (e.g., blanket AI, primary waiver)
• Apply correct legal wording—working closely with Operations for review during the early training phase
• Perform related data entry for all certificates
• Cross-check policy binders for dates, limits, carriers, coverages, and accuracy
• Notify agents of discrepancies—serving as the “second set of eyes,” never altering carrier data
• Update policy numbers and attach full policy documents into the AMS
• Create master certificate templates
• Send full policy documents and proof of insurance to insureds
• Process auto changes (add/delete vehicles or drivers).
• Process address changes (mailing/physical).
• Request and relay loss runs.
• Notify carriers of change requests and update AMS once endorsements arrive.
• Manage requests coming via email or internal task system.
• Maintain open communication with Operations—report issues, ask questions, and share discrepancies promptly

Insurance Admin Specialist

Account Manager

• Conducting 90-Day Fulfillment & Performance Check-Ins
• Calendar & Meeting Coordination
• Administrative Support
• Communication & Relationship Management

Onboarding Account Manager

Executive Assistant

• Executive Support & Time Management: Structure and organize the executive’s daily schedule to maximize focus and productivity
• Inbox & Communication Management: Manage multiple inboxes (law firm and insurance agency) under a “zero inbox” goal
• Outreach, Referrals & Relationship Building: Support outreach campaigns targeting attorneys and referral partners
• Podcast Management & Meeting Support: Handle all podcast guest logistics: scheduling, data collection, and confirmation emails
• Reporting & Systems Management: Maintain spreadsheets, CRMs, and dashboards for outreach, leads, and performance metrics
• Marketing Support (Nice-to-Have): Repurpose podcast clips into blog posts, newsletters, or social media content
• AI & Creative Support (Nice-to-Have): Use AI tools (ChatGPT, Descript, or similar) to transcribe, summarize, or generate content

Customer Support

• Customer Support & Communication: Respond promptly and professionally to customer inquiries via email and social media (Instagram and Facebook).
• Order Management: Monitor and process orders via Shopify to ensure accuracy and timely delivery.
• Social Media & Engagement: Handle order-related DMs and comment replies with an upbeat, brand-consistent voice.
• System Setup & Improvement: Support the setup of AI tools (like ChatGPT) to replicate brand tone and automate replies.

Customer Service Representative – R.T

Sales

• Manage and organize the sales funnel to ensure no lead falls through the cracks
• Conduct lead generation and outreach targeting schools, athletic directors, and church networks
• Use AI tools (like Gemini) to personalize outreach messages in the founders’ voice and tone
• Nurture leads through consistent communication and timely follow-up
• Manage LinkedIn and email messaging on behalf of the founders
• Schedule 2–3 new meetings per day with high-value contacts
• Prepare call briefs and background summaries on prospects
• Coordinate logistics, confirmations, and reschedules efficiently
• Manage inboxes and communication channels for both founders
• Draft, organize, and send timely responses to inquiries and client messages
• Build and maintain spreadsheets, reports, and outreach trackers
• Keep the CRM clean, segmented, and up to date with accurate contact data
• Research event attendee lists and pre-schedule outreach to key contacts
• Support the creation of simple graphics, one-pagers, and digital assets

Executive Sales Assistant

Artificial Intelligence

• AI-Generated Ads & Visuals – Create engaging AI-generated video ads, visuals, and memes that drive attention and conversions.
• AI Content Ideation & Experimentation – Stay on top of viral trends and translate them into creative AI campaigns.
• AI Tools & Innovation – Master state-of-the-art AI platforms, including Sora, Google Veo3, Runway, Midjourney, Higsfield, ElevenLabs, and ArcAds.
• Collaboration & Workflow – Partner with the UGC, social, and paid ad teams to bring creative ideas to life.
• Performance & Continuous Improvement – Review creative performance data and optimize visuals, hooks, and formats based on results.

AI Creative Engineer

Content Marketing Manager

• AI-Generated Ads & Visuals – Create engaging AI-generated video ads, visuals, and memes that drive attention and conversions.
• Develop AI characters and scenes for social, billboard, and paid campaigns.
• Turn radio ads and stories into cinematic AI video scenes and viral intros.
• Use AI tools to blend UGC actors or AI avatars with real footage through overlays.
• Generate realistic static ads, thumbnails, and short-form content for organic and paid channels.
• Maintain high creative output, balancing quality with daily volume goals.
• Stay on top of viral trends and translate them into creative AI campaigns.
• Brainstorm and test new content formats, video hooks, and story-driven ads.
• Use AI tools for image editing, visual manipulation, and product integration.
• Develop AI scripts and voiceovers using tools for character-driven storytelling.
• Master state-of-the-art AI platforms and research emerging AI tools.
• Partner with teams to bring creative ideas to life and collaborate on larger campaigns.
• Review creative performance data and optimize visuals, hooks, and formats based on results.

AI Content Engineer

AI Engineer

• Design, implement, and optimize automations using tools like n8n, Make.com, and Zapier
• Build reliable integrations across Microsoft 365, Google Workspace, Slack/Teams, WhatsApp, CRMs, and more
• Ensure automations are error-resilient, scalable, and proactively monitored with smart error handling and notifications
• Develop AI-driven workflows such as transcription pipelines, chatbots, meeting assistants, and voice-to-form solutions
• Leverage APIs like OpenAI, Claude, ElevenLabs, and Read AI to deliver intelligent user experiences
• Fine-tune, prompt, and optimize large language models (LLMs) for task-specific use cases
• Design and deploy AI assistants, recommendation systems, and intelligent search tools
• Create and maintain data dashboards and automated reporting pipelines using AirTable, Google Data Studio, HubSpot, and Sheets/Excel
• Deploy and manage AI models in production environments with continuous monitoring and performance tuning
• Establish A/B testing and evaluation frameworks for AI-driven features
• Ensure cost optimization when running models and automations on cloud platforms
• Partner with stakeholders to understand needs, map workflows, and translate requirements into technical solutions
• Document workflows, integrations, and automations to ensure transparency, scalability, and easy maintenance