Executive Assistant, Commercial Insurance Ops (EN/ES)

EXECUTIVE ASSISTANT (ENGLISH + SPANISH) - COMMERCIAL INSURANCE OPERATIONS
Full-time, remote | 9:00 AM - 5:00 PM US Eastern, Mon-Fri
A growing commercial insurance practice in South Florida is hiring a sharp,
reliable executive assistant to be the operational backbone of a producer's day.
You will talk to clients on the phone in both English and Spanish, keep our
pipeline moving, and use modern AI tools to work faster.
WHAT YOU WILL DO

• Manage calendar, meetings, and daily priorities
• Make and receive client calls in English and Spanish; clear voi cemail and callbacks
• Follow up on quotes, renewals, and open items until they close
• Chase clients for missing data and documents (applications, loss runs, financials)
• Process certificate of insurance (COI) requests accurately and fast
• Update CRM and agency management records after every interaction
• Prepare submission packets and organize client files
• Use AI tools (ChatGPT/Claude) to draft email s, summarize calls, and speed up admin

REQUIREMENTS

• Fluent English AND Spanish, spoken and written (you will be tested)
• Confident, clear phone voice; comfortable on live client calls
• Available 9-5 US Eastern with reliable internet and backup power
• Commercial insurance experience strongly preferred (COIs, renewals, ACORD forms,

AMS such as Applied Epic/HawkSoft/EZLynx)

• Tech-savvy: Google Workspace, CRM, comfortable learning new tools. AI experience a plus
• Detail-obsessed, proactive, takes ownership without being chased

TO APPLY (applications without these will not be reviewed)
1. Record a 1-minute English & then Spanish video: introduce yourself and tell me about
a time you caught an error before it reached a client.
3. List your insurance and phone-support experience, your expected monthly rate
in USD, and your start date.
Put the word "EASTERN" in your subject line so I know you read this.