Executive Support Specialist, Insurance Experience Required

RemotePro.ph

. Handle renewals, quotes, and account servicing for personal and commercial insurance lines .

Posted 10/8/2026full-timeRemote • PhilippinesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing renewals, quotes, and account servicing for personal and commercial insurance lines, with a strong focus on communication and organizational skills. Proficient in utilizing AI tools and CRM systems to enhance workflow and maintain detailed records.

Highest-signal resume keywords

Insurance Agency ExperienceAI Tools ProficiencyCRM Tools ExperienceMicrosoft Office Suite ProficiencyStrong Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ServicingRenewals ManagementQuotingMarket ResearchCompetitor AnalysisBasic BookkeepingInvoice ProcessingWorkflow AutomationProject ManagementEmail Communication

Soft Skills

Attention to DetailSelf-Directed WorkStrong Written CommunicationConversational EnglishOrganizational Skills

Tools & Technologies

CRM SystemsMicrosoft Office SuiteGoogle WorkspaceAI ToolsProject Management Tools

Industry Keywords

Personal InsuranceCommercial InsuranceCalifornia Insurance AgencyVirtual AssistantAdministrative Support

About the role

Key responsibilities & impact

Handle renewals, quotes, and account servicing for personal and commercial insurance lines
Manage inbound communication across email and phone, triaging and escalating as appropriate
Track open action items, follow-ups, and deadlines, flagging risks before they become problems
Manage calendars, scheduling, and meeting coordination
Prepare reports, summaries, and briefing materials
Maintain organized records across CRM systems and shared drives
Use AI tools to draft communications, summarize threads, and eliminate repetitive manual tasks
Support market research, competitor analysis, and social media scheduling when needed

Requirements

What you’ll need

At least 1 year of recent, hands-on experience working inside a California insurance agency — personal and commercial lines — handling renewals, quoting, and account servicing; this is the non-negotiable requirement for this role
Excellent conversational English — clear, natural, easy to listen to; clients always feel heard
Proven experience in a support, virtual assistant, or administrative role
Active, confident daily use of AI tools (Claude, ChatGPT, or equivalent)
Proficiency in Microsoft Office Suite and Google Workspace
Experience with CRM tools (HubSpot, Zoho, Salesforce, or equivalent)
Strong written English — emails are clear and professional before they're sent
High attention to detail — errors get caught before they leave your desk
Strong organizational skills — multiple priorities, nothing slips
Self-directed once you're up to speed — asks the right questions early, works independently after
Experience with AI-powered workflow automation tools (Make, Zapier, n8n, or equivalent) (nice to have)
Experience supporting C-suite or senior leadership in a remote environment (nice to have)
Familiarity with project management tools (ClickUp, Asana, Trello, or Monday.com) (nice to have)
Basic bookkeeping or invoice processing experience (QuickBooks or Xero) (nice to have)
Experience with market research and competitor analysis (nice to have)

Benefits

Comp & perks

Permanent Work-from-Home Setup
Competitive Salary
HMO Coverage
Mental Health Programs
Maternity Assistance through HMO (Female employees)
Paid Vacation Leave
Technology Allowance
Internet Allowance
Weekly Payouts
Career Growth and Advancement Opportunities