Virtual/Executive Assistant for a Insurance Consulting Company in the US (Home Based Part Time)

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

Strong organizational and time management skills are essential., Experience with CRM systems and data management is required., Excellent communication skills, both written and verbal, are necessary., Ability to handle sensitive information with confidentiality and professionalism..

Key responsabilities:

  • Monitor pending tasks and ensure timely completion of assignments.
  • Manage and update the CRM system for accurate client data and interactions.
  • Act as a liaison between executives, clients, and internal teams, handling correspondence.
  • Prepare meeting agendas, take notes, and track action items for follow-ups.

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201 - 500 Employees
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Job description

· Follow-ups & Task Tracking: Monitor pending tasks, send reminders, and ensure timely completion of assignments. Maintain a structured follow-up system for key projects.
· CRM Management: Manage and update the CRM system to ensure accurate client data, track interactions, and support seamless follow-ups and sales workflows.
· Communication & Coordination: Act as a liaison between executives, clients, and internal teams, handling correspondence professionally.
· Meeting Preparation & Notes: Prepare agendas, take detailed meeting notes, and track action items for follow-ups.
· Proactive Problem-Solving: Identify potential roadblocks, anticipate executive needs, and provide timely solutions.
· Administrative Support: Handle emails, draft reports, manage documents, and ensure smooth day-to-day operations.
· Project Management Assistance: Support executives in managing and executing key projects efficiently.
· Confidentiality & Professionalism: Handle sensitive information with discretion and ensure all interactions are professional.
· Process Improvement: Continuously refine administrative workflows to improve efficiency and effectiveness.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Creative Problem Solving
  • Communication
  • Client Confidentiality
  • Professionalism

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