What are the responsibilities and job description for the Virtual/Executive Assistant for a Insurance Consulting Company in the US (Home Based Part Time) position at Virtual Coworker?
· Follow-ups & Task Tracking: Monitor pending tasks, send reminders, and ensure timely completion of assignments. Maintain a structured follow-up system for key projects.
· CRM Management: Manage and update the CRM system to ensure accurate client data, track interactions, and support seamless follow-ups and sales workflows.
· Communication & Coordination: Act as a liaison between executives, clients, and internal teams, handling correspondence professionally.
· Meeting Preparation & Notes: Prepare agendas, take detailed meeting notes, and track action items for follow-ups.
· Proactive Problem-Solving: Identify potential roadblocks, anticipate executive needs, and provide timely solutions.
· Administrative Support: Handle emails, draft reports, manage documents, and ensure smooth day-to-day operations.
· Project Management Assistance: Support executives in managing and executing key projects efficiently.
· Confidentiality & Professionalism: Handle sensitive information with discretion and ensure all interactions are professional.
· Process Improvement: Continuously refine administrative workflows to improve efficiency and effectiveness.
