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

Remote

Part Time

Experienced

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

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FOR SOCIAL MEDIA MANAGER AND GHL APPLICANTS

This is a virtual AI interview. Please complete it at your soonest convenience.

Here is the link:https://talent.flowmingo.ai/interview/9d14d043-6a50-4ab6-a652-b3265d7a515d

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CoWorq does not require any payment for interviews, results, or participation in our hiring process. Any transaction made is not affiliated with CoWorq.* YESNOT APPLICABLE

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Here is the link:https://talent.flowmingo.ai/interview/f539c9bf-edda-4564-91e7-bc70bd1d9964/

Please note: CoWorq uses a third-party platform to conduct this interview. Some features like coaching or faster results may be offered for a fee, but these are completely optional.
CoWorq does not require any payment for interviews, results, or participation in our hiring process. Any transaction made is not affiliated with CoWorq.*

FOR WEB DESIGNER

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Here is the link: https://talent.flowmingo.ai/interview/a323383c-5ecd-4db9-a76a-23c64fc47b6b

Please note: CoWorq uses a third-party platform to conduct this interview. Some features like coaching or faster results may be offered for a fee, but these are completely optional.
CoWorq does not require any payment for interviews, results, or participation in our hiring process. Any transaction made is not affiliated with CoWorq.*

FOR EXECUTIVE ASSISTANT APPLICANTS

This is a virtual AI interview. Please complete it at your soonest convenience.

Here is the link: https://talent.flowmingo.ai/interview/d0d02d87-6395-4f04-b5bd-fce2cd4045e7

Please note: CoWorq uses a third-party platform to conduct this interview. Some features like coaching or faster results may be offered for a fee, but these are completely optional.
CoWorq does not require any payment for interviews, results, or participation in our hiring process. Any transaction made is not affiliated with CoWorq.*

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