Executive Assistant (Job ID: LYMSAM1EA)

🌟 Exciting Remote Opportunity! We're Hiring an Executive Assistant! 🌟

Are you a highly proactive, tech-savvy professional who thrives as a strategic partner to leadership? We are looking for an exceptional Executive Assistant to act as an extension of the Managing Partner for a growing multi-line insurance agency!

🚨 IMPORTANT - Watch this quick Loom video on how to get hired: 🔗 https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0

🗣️ C1 ENGLISH LEVEL IS REQUIRED. The selected candidate will be speaking strictly in English during their whole shift. 🎙️ PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH.

📋 Job Details at a Glance

• Job Title: Executive Assistant

• Job ID: LYMSAM1EA

• Industry: Insurance Agency

• Location: Philippines / LATAM / South Africa

• Job Status: Full Time

• Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM Eastern Time

• Salary: $2000 to $2200 per month

• Target Start Date: ASAP

🏢 About the Client

The company is a multi-line insurance agency operating across personal and commercial lines, with personal lines placed through a national aggregator brokerage and commercial and primary business placed through a regional carrier partner in the Northeast United States. The agency manages several million dollars in annual premium and serves several hundred clients across personal, commercial, and life and annuity lines.

The Managing Partner also serves as a regional field manager overseeing multiple branch offices, with an active strategy to expand the branch network significantly over the next several years by recruiting and developing independent producers. This role exists because the Managing Partner's time is increasingly consumed by tactical and administrative work that limits his capacity to focus on strategic branch growth and producer recruitment. The business is scaling multiple initiatives at once, including marketing automation, lead generation programs, and a growing multi-branch network, and requires a proactive, high-initiative partner to manage projects, build automations, and keep operations moving without close supervision.

💼 About the Role

You will serve as a strategic Executive Assistant to the Managing Partner, acting as an extension of his time and judgment rather than a transactional support resource. You will manage marketing initiatives including website and social media presence, SEO improvements, and Google review generation, while also monitoring and optimizing lead-generation funnels using AI-driven tools and automations.

You will track projects and deadlines across a growing branch network, help streamline recruiting and onboarding processes for new producers, and build dashboards and automations using Claude Co-Work, Design, and Agents. As the organization scales, your scope may expand to include additional operational, marketing, and coordination responsibilities that support the Managing Partner's broader growth strategy.

🎯 Key Responsibilities

• Marketing Management: Oversee and improve the company's Facebook presence, website SEO, and Google review generation to strengthen the agency's digital footprint.

• Lead Funnel Monitoring: Track and optimize AI-driven marketing and lead-generation campaigns, including monitoring performance across multiple funnels and adjusting strategy based on results.

• Automation & Dashboards: Build automations, agents, and dashboards using Claude Co-Work, Design, and Agents to streamline recurring tasks and reporting.

• Project & Deadline Tracking: Monitor projects and deadlines across a growing multi-branch network, ensuring tasks are completed on schedule and following up proactively.

• Recruiting & Onboarding Support: Help streamline and improve processes for recruiting, onboarding, and training incoming producers as the branch network expands.

• Executive Support: Act as an extension of the Managing Partner, managing calendar and administrative tasks to free his time for strategic growth initiatives.

• Documentation & SOPs: Build and maintain standard operating procedures using Claude to capture institutional knowledge and support scalability.

✅ Qualifications & Skills

⭐ Core Requirements:

• Prior experience as an Executive Assistant or in a similarly high-initiative, generalist support role, with demonstrated ability to work strategically rather than transactionally.

• Comfort working independently and driving projects forward proactively, without requiring close oversight or repeated direction.

• Working knowledge of Claude, including Co-Work, Design, and Agents, with the ability to build automations and dashboards.

• Strong written and verbal English communication skills, sufficient for professional correspondence and stakeholder coordination.

• Experience with or willingness to be trained on AI tools as part of an ongoing AI-enabled workflow (Inside Out places AI-trained assistants as standard practice).

• Demonstrated initiative and ownership, including a track record of anticipating needs and pushing work forward proactively.

🌟 Bonus Points:

• Marketing and social media aptitude, including experience with platform management, SEO, and online reputation tools, is a plus.

💻 Tech Stack

• Claude (Co-Work, Design, Agents)

• Facebook / Meta Business Suite

• Google Workspace

• Microsoft Teams or Slack

• CRM / prospecting software

• Google Reviews management tools

• Island Browser (secure remote-work browser)

• Deel (managed device / IT support, optional)

🚀 Submit your application today and take the first step toward your next great opportunity!

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