Part-Time Executive Assistant – Insurance, Compliance, and Marketing Support – Remote

Rate:
$5-7 USD/hour – Part-time 

Work Arrangement:
Remote – must be available during Pacific Time (PST) business hours

Industry:
Financial Services, Insurance, Compliance, Marketing, Executive Support

We’re looking for versatile, detail-oriented Executive Assistants who can confidently support financial teams across multiple departments — from Client Services and Marketing to Compliance and Licensing Support. This role involves working with U.S.-based clients in the financial sector, so you should be adaptable, organized, and comfortable with fast-paced environments.

Key Responsibilities (May Vary Based on Placement):

Client Experience & Operations Support

• Policy servicing: prepare forms, gather client documents, and follow up on missing information

• Claims assistance: schedule adjusters, organize claim files, and send follow-up emails

• Underwriting support: complete checklists and update submission portals

• Commissions & licensing: reconcile statements and maintain agent records

Executive & Licensing Admin

• Calendar and inbox management for executives

• Coordinate internal meetings and travel arrangements

• Assist with agent onboarding and license renewals

Marketing & Sales Support

• Schedule and monitor social media posts

• Draft newsletters, email campaigns, and blog content

• Update CRM records and support lead generation and nurture campaigns

• Organize webinars, executive meetings, and client events

What We’re Looking For:

• At least 1–2 years of experience in admin, executive assistance, or client support

• Background in financial services or insurance is required

• Experience supporting insurance clients in both the Philippines and the United States is strongly preferred

• Excellent written and verbal communication skills

• Highly organized, proactive, and tech-savvy

• Comfortable working independently and handling confidential information

• Familiar with tools such as Google Workspace, CRMs, and project management platforms

• Must be available during Pacific Time business hours

Tools You Might Use:

• Google Workspace (Docs, Calendar, Sheets)

• Trello, ClickUp, or other task management platforms

• CRMs such as HubSpot, Salesforce, or GoHighLevel