Executive Support Specialist Insurance
California, USA
Listed on 2026-10-20
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Customer Service/HelpDesk
Office Administrator/ Coordinator, HelpDesk/Support
The client moves fast. Your job is to make sure nothing falls through the cracks — before anyone notices it almost did.
About Remote Pro.ph
We’re a family-owned business with all-local Philippines leadership and team. We’ve been 100% work-from-home since day one — not a pandemic pivot. We’ve grown by valuing our people, building long-term relationships, and doing great work for great clients.
SummaryThis role is focused on California insurance — personal and commercial lines. A big part of your day will be handling renewals, quotes, and account servicing. If you've worked inside a California insurance agency recently and know how personal and commercial lines operate — you'll feel right at home here. If you haven't, this role isn't the right fit.
Beyond the insurance work, you'll be supporting day-to-day operations — managing communication, keeping things organized, and making sure nothing gets missed. You'll be expected to use AI tools regularly to work faster and produce better outputs. Not occasionally. Daily.
The Mindset We’re Looking For
The best Executive Support Specialists we’ve worked with share a few traits:
- They’re the person their friends call when they need to figure something out. Not because they always have the answer — but because they know how to think through a problem, ask the right questions, and get to a solution
- They don’t wait to be told. If they see something that needs to happen, they handle it — then let the client know it’s done, not ask if they should do it
- They’re honest even when it costs them. If they make a mistake, they say so immediately. If something isn’t working, they raise it. They don’t manage perception — they manage reality
- They’re genuinely curious. It’s not enough to be smart — they actively seek out new things to learn, ask questions other people don’t think to ask, and find most topics at least a little interesting
- They treat confidentiality as non-negotiable. What happens in the client’s world stays there — no exceptions, no grey areas
- They use AI the way a sharp operator would — not as a novelty, but as a tool that makes their output faster and better than anyone who isn’t using it
Who Thrives Here
People who are quietly excellent — not flashy, but consistently sharp, reliable, and ahead of the curve. You don’t need recognition for every task you handle. You find satisfaction in the fact that things run smoothly because of you, even if no one notices the work behind it.
We’re a growing MSP, which means priorities shift, new tasks appear, and not everything is perfectly documented yet. For the right person, that’s not a problem — it’s an environment where someone who takes initiative and uses every tool available naturally stands out.
This Role Is Not for You If:
- You need constant direction and check-ins to stay on track
- You treat “that’s not my job” as a reasonable response
- You let things slip and wait for someone else to notice
- You’d stay quiet about a mistake to avoid a difficult conversation
- Confidentiality feels like a guideline rather than a hard rule
- You’re uncomfortable with shifting priorities and changing plans
- You’ve never seriously used AI tools in your daily work and don’t intend to start
- Learning new things feels like a chore rather than something you actually enjoy
There’s no judgment in that list — it’s just not the environment. We’d rather be honest now than waste each other’s time.
ResponsibilitiesYou'll be managing a mix of insurance operations and administrative support in a fast-moving remote environment. Your job is to keep things running, stay ahead of deadlines, and make sure nothing gets dropped.
That looks like:
- Handling renewals, quotes, and account servicing for personal and commercial insurance lines — this is the core of the role
- Mana…
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