WeAssist.io

Executive Assistant

• Receive and verify client intake forms
• Create and update client records in the agency management system
• Enter application details into commercial carrier and wholesaler quoting portals
• Call clients to gather missing operational details for underwriting
• Process carrier supplemental questionnaires and upload completed forms
• Monitor quoting progress and notify the agency owner when quotes are finalized
• Complete policy binding workflows with carriers
• Prepare finance agreements and track check deposits and clearance
• Issue digital invoices and payment links
• Support migration from the legacy finance system to the new digital platform
• Pull pending cancellation reports
• Make payment reminder calls and assist clients with payments
• Issue Certificates of Liability Insurance
• Prepare building permit certificate packages
• Add Additional Insured endorsements
• Generate Workers' Comp waivers and send them for signature
• Track renewals six weeks before expiration and re-engage clients
• Re-quote expiring policies and shop alternative carriers
• Manage the shared Gmail inbox
• Respond to routine inquiries and escalate owner-level items
• Handle calls in English and Spanish
• Route appointments and meeting requests to the front-desk assistant
• Maintain daily contact with the agency owner

Bilingual Insurance Executive Assistant

Graphics Designer

• Design high-performing static, carousel, and animated ad creative for Meta paid campaigns across all case types
• Expand ad creative to YouTube and TikTok where appropriate
• Translate briefs, offers, and messaging into on-brand, conversion-focused ad graphics
• Design headlines, hooks, and social proof/testimonial graphics for in-feed attention
• Expand winning ads into new creative variations
• Adapt ad creative in Spanish when needed
• Animate static concepts using movement, text animation, and looping sequences in After Effects
• Produce multiple variations of headlines, CTAs, layouts, and offers for A/B testing
• Resize concepts for feed, Stories, Reels, and other Meta placements
• Maintain a high-volume production pace to combat ad fatigue
• Incorporate feedback from the Creative Director and performance marketing team
• Maintain compliance with Meta creative specifications and policies
• Maintain brand consistency while designing for performance
• Support the creative team with memes, general graphics, and thumbnails
• Organize ad creative assets, templates, and top-performing designs
• Prioritize multiple campaigns and deadlines and communicate progress and blockers

Paid Ads Graphic Designer

• Coordinate and manage schedules across multiple business priorities and personal commitments
• Schedule meetings with prospective clients, professional partners, board commitments, and mastermind groups
• Present a clear weekly overview of upcoming priorities and commitments
• Coordinate calendar availability and book appointments with internal points of contact
• Follow up and confirm scheduled appointments
• Oversee high-volume domestic and international travel logistics
• Research flights and book directly through individual airline apps
• Maintain frequent flyer numbers, hotel loyalty programs, and traveler security credentials
• Support outreach efforts using structured, pre-approved templates and scripts
• Monitor inbound responses and report updates
• Draft thoughtful follow-ups according to established guidelines
• Manage guest invitations and coordinate VIP client hosting and special events
• Maintain a curated list of high-priority contacts and schedule outreach
• Assist with personal task management, bill-payment tracking, and accountant liaison
• Complete ad hoc projects and research tasks
• Provide dedicated, high-level support to a senior wealth management executive
• Support the executive's wealth management practice, AI venture, and personal schedule