Executive Assistant – Insurance Licensing & CRM
Looking for a remote Executive Assistant opportunity where organization, communication, CRM experience, insurance knowledge, and presentation design all come together? This role could be worth a closer look.
1. Job Overview
This is a full-time Executive Assistant role providing high-level support to executives in a fast-paced professional environment. The position combines executive support with CRM management, insurance licensing, agent relations, operational coordination, and professional presentation design.
The ideal candidate should be proactive, highly organized, comfortable working independently, and able to handle sensitive information with discretion. Strong visual communication skills are also important because the role involves creating presentations and other professional materials using Canva and PowerPoint.
Join the GabbyWall Jobs Community →
2. Work Schedule
The position requires a total of 40 hours per week and follows a schedule based on US Eastern Time.
- Monday to Thursday: 11:00 am – 8:00 pm
- Unpaid break: 1 hour
- Friday and Saturday: 11:00 am – 3:00 pm
- Time zone: US Eastern Time
- Total: 40 hours per week
Join Jobs Community →
3. What You'll Be Doing
The Executive Assistant will support executives and help keep important administrative and operational activities moving smoothly.
📌 Executive Communication
Manage and prioritize executive communications by providing concise summaries and structured recommendations using an Issue → Options → Recommendation approach to support rapid decision-making.
🎨 Presentations & Visual Materials
Design high-quality presentations and visual materials using Canva and PowerPoint. You will transform complex information into clear, professional, and brand-consistent layouts for leadership and training.
📊 CRM & Licensing
Maintain CRM data integrity and oversee the agent licensing pipeline. This includes proactive follow-ups with brokers to maintain accuracy and help prevent unnecessary delays.
🤝 Agent Relations
Serve as a primary liaison for agent relations and coordinate with internal teams on onboarding and operational initiatives.
📝 Executive Organization
Organize executive tasks, priorities, meeting notes, action items and commitments while helping ensure important follow-ups are completed on time.
🔎 Proactive Problem-Solving
Anticipate executive needs, identify potential operational gaps or project risks, and provide practical solutions while independently prioritizing competing responsibilities.
🔐 Confidential Information
Handle sensitive company information, finances, and communications with a high level of discretion and confidentiality.
🚀 Ad-Hoc Projects
Execute various operational and ad-hoc projects that support business growth, executive effectiveness, and team collaboration.
Join the Community →
Important Notice
GabbyWall does not employ candidates or directly give out jobs. We share job opportunities from available sources to make them easier for job seekers to discover.
4. What They're Looking For
Candidates should carefully review the requirements before submitting an application. The role combines executive assistance, insurance experience, CRM administration, communication, organization, and visual presentation skills.
- 3–5+ years as an Executive Assistant, Administrative Assistant, or Personal Assistant.
- Direct experience in the insurance industry with licensing and compliance processes.
- Advanced proficiency in Canva and PowerPoint.
- A strong portfolio of professional presentations or visual materials. Applications with portfolios will be prioritized.
- Strong proficiency in Microsoft Office Suite and Google Workspace.
- Experience using CRM systems and maintaining database accuracy.
- Excellent organizational and meeting-note documentation skills.
- Strong written and verbal communication skills.
- Ability to prioritize tasks and manage multiple responsibilities independently.
- Demonstrated proactive thinking and problem-solving.
- High level of professionalism, discretion, and confidentiality.
- Experience conducting phone-based follow-ups with agents or clients is preferred.
- Strong eye for design, layout, and visual storytelling.
- Ability to translate complex information into clear, visually engaging presentations.
- Quick learner who adapts to evolving environments.
Join WhatsApp Community →
5. Why Your Portfolio Matters
One detail deserves special attention: the listing specifically states that applications with portfolios will be prioritized.
If you have created professional PowerPoint presentations, Canva graphics, executive reports, training materials, dashboards, visual summaries, or other business communication materials, consider preparing a clean portfolio before applying.
Your portfolio does not need to be unnecessarily long. A small collection of strong examples can make it easier for a reviewer to understand your ability to communicate information visually.
Join Jobs Community →
6. Independent Contractor Perks
The listing includes the following perks for the independent contractor role:
- 🏠 Permanent work from home
- ⚡ Immediate hiring
- 🏥 Health Insurance Coverage for eligible locations
Join GabbyWall Jobs Community →
7. Application Process
Applicants should use the official application link provided for this opportunity.
The application includes assessment questions, a technical check, and a voice recording. The listing also states that the hourly pay rate will be established based on performance during the application process.
Submissions with all required information fulfilled will receive priority review, according to the job listing.
Before submitting, review your CV, portfolio, contact information, application answers and supporting materials carefully.
Join the WhatsApp Community →
8. Helpful Application Tips for Job Seekers
📄 Tailor Your CV
Put relevant Executive Assistant, insurance, CRM, licensing, administrative, communication and presentation experience where a recruiter can quickly see it.
🎨 Prepare Your Portfolio
Since the listing specifically highlights portfolios, prepare examples that demonstrate your ability to turn information into professional presentations and visual materials.
🔍 Check Your Details
Review your phone number, email address, CV links and portfolio links before submitting your application.
🎙️ Prepare for the Voice Recording
Find a quiet environment, check your microphone, and speak clearly and naturally. A short preparation beforehand can help you communicate more confidently.
💼 Show Evidence, Not Just Keywords
Instead of simply saying that you are “organized,” show what you have organized. Instead of only saying you have “CRM experience,” describe the systems, records, workflows or processes you actually handled.
Join Jobs Community →
📢 Know Someone Looking for a Remote Job?
Share this opportunity with someone who may meet the requirements. And if you're actively job hunting, join the GabbyWall WhatsApp community so you can discover new opportunities as they are published.
JOIN JOBS COMMUNITY🚀 Ready to Apply?
If your experience matches the requirements and you're interested in this Executive Assistant opportunity, complete the official application.
Remember to include your required information, assessment responses, technical check, voice recording and portfolio where applicable.
APPLY NOWOfficial application: https://apply.bruntworkcareers.co/jobs/62694759746/apply
#Jobs #JobOpportunities #RemoteJobs #Internships #CareerOpportunities #WhatsAppCommunity
👋 Need More Jobs?
Join the GabbyWall WhatsApp community for jobs, tech jobs, remote jobs and international opportunities.
Join Jobs Community Chat With GabbyWall
0 Comments