Executive Assistant
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Company: Confidential U.S.-based Insurance Agency
Location: Remote - Philippines
Schedule: Full-time | US Pacific business hours | Night shift, PH time
About the Role
We are looking for an Executive Assistant to provide direct administrative support to the leadership of a busy U.S.-based insurance agency.
This role keeps daily operations organized by managing email, scheduling, meeting notes, client records, and application follow-ups. You will help leadership move between client appointments without administrative work piling up or important details being missed.
Key Responsibilities
Manage and organize the executive inbox, prioritize messages, and handle routine responses.
Own calendar management, appointment scheduling, and daily schedule coordination.
Attend client and internal meetings, capture notes, and file transcripts and summaries correctly.
Enter and maintain accurate client notes and records in the CRM.
Support application processing and track follow-ups through completion.
Handle routine client correspondence professionally and promptly.
Support workflow cleanup, recurring reports, and administrative process improvements.
Required Qualifications
Experience as an Executive Assistant or in a similar administrative support role, preferably supporting a U.S.-based executive.
Excellent written and spoken English with a professional and warm communication style.
Strong calendar, inbox, meeting, and follow-up management skills.
Comfort working in a CRM and learning new systems quickly.
High attention to detail when handling client records and sensitive information.
Ability to manage multiple priorities without losing track of deadlines or follow-ups.
Ability to work US Pacific business hours consistently.
Reliable internet connection and a professional remote work environment.
What We Are Looking For
Fast and accurate. Works with urgency while maintaining accuracy and attention to detail.
Proactive. Identifies issues early, asks clear questions, and keeps leadership informed.
Organized. Creates order, tracks open items, and follows through until work is complete.
Discreet and trustworthy. Handles client health and personal information responsibly.
Coachable. Accepts feedback and continuously improves how the work is completed.