Manage calendars, appointments, and meeting schedules
Respond to emails, messages, and customer inquiries promptly
Organize digital files and maintain cloud-based documentation systems
Perform accurate data entry, copy-and-paste tasks, and database updates
Create reports, spreadsheets, and presentations as needed
Assist with social media posting, content updates, or basic research
Handle travel bookings, reminders, and task tracking for clients
Prepare invoices, track expenses, and assist with simple bookkeeping
Support project management by setting deadlines and tracking progress
Maintain confidentiality of client information at all times
Proficiency with Microsoft Office, Google Workspace, and virtual tools (Zoom, Slack, Notion, Trello, Asana)
Excellent written and verbal communication
Strong organizational and multitasking abilities
High accuracy in typing, data entry, and information management
Ability to work independently and meet deadlines
Reliable time-management and problem-solving skills
Familiarity with CRM systems, spreadsheets, and cloud platforms
Customer service experience is a plus
...industry-leading compensation packages and a supportive, dynamic work environment designed to help you succeed and grow. As a 100-year-... ...solutions. Tech-Savvy : You have the tools and ability to work from home effectively. Licensed: You have a P&C license ESSENTIAL...
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