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5 Open positions

Service Processing Lead, Commercial Lines Support (Fully Remote)

Description:

Service Processing Lead, Commercial Lines Support Role Summary:  Provide day to day back-office support for commercial lines account managers by managing certificate requests, policy checking, accurate data entry, and time sensitive follow ups including audits and cancellation prevention. The role reduces administrative workload so U.S. based CSRs and account managers can focus on client conversations and higher value work.  Primary Responsibilities 1. Certificate of Insurance Support  a. …

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Customer Success Associate

Description:

PRIMARY RESPONSIBILITIES – Stage 1 (Client Success Associate) – Call, Email First-Response Live Chat Support Following the company SOPs, monitor and respond to incoming website chats, emails and calls promptly and professionally, Answer general product, shipping, and order-status questions, and provide a warm, helpful first point of contact. Perform order tracking updates and client shipping/delivery notifications. – Client Success, Inbound Sales Lead Qualification Understand each client's needs, recommend appropriate products …

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Virtual Executive Assistant

Description:

We're seeking a highly organized, proactive Executive Assistant to support a founder-level leader in a professional services environment. This role focuses on optimizing schedules, managing communication, and keeping projects and outreach initiatives moving forward. Executive Administrative Support Manage and organize the Executive's inboxes; label and flag important emails and action items so nothing is missed Maintain calendars, appointments, reminders, and scheduling Add and organize contacts, members, and client information Coordinate …

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Virtual Executive Assistant (Insurance Operations)

Description:

Key Responsibilities Automation Integration Build and manage automated workflows using Zapier. Set up and maintain Zaps connecting Agency Block CRM (insurance agency management platform) Monitor and troubleshoot data sync issues between systems to ensure clean, reliable automation. Platform Management Serve as a power user of Agency Block CRM and Employee Navigator for day-to-day client and employee data management. Own tasks and processes tied specifically to Employee Navigator (plan setup, enrollment …

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Virtual Executive Assistant (Senior Level)

Description:

Virtual Executive Assistant (Senior Level) Position Summary We are seeking an exceptional Executive Assistant to the CEO to provide high-level support across the CEO's professional and personal responsibilities. This role demands a highly capable individual who can seamlessly manage daily logistics, support complex business initiatives, and serve as a sounding board for tech development. We're looking for an EA in the AI world. The Executive Assistant to the CEO will …

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