Remote Insurance Team

• Manage emails, calendars, and scheduling across time zones • Handle incoming and outbound calls • Communicate professionally with clients and team members in English and Spanish or Portuguese • Prepare reports, documents, and presentations • Perform data entry and maintain accurate records • Assist with customer support and follow-ups • Coordinate meetings, travel arrangements, and project tasks • Handle ad hoc administrative duties as needed

• Collaborate with agents, brokers, and team members to support daily operations • Ensure smooth lead transitions and proper follow-through • Maintain clear and effective communication across teams • Assist with tasks assigned by leadership and agents • Support recruiting efforts (candidate outreach, tracking, and interview scheduling) • Manage recruiting pipelines within CRM systems • Assist with onboarding coordination and new team member setup • Build and maintain relationships with potential clients • Follow up with leads at different stages of the sales process • Share information on properties, market trends, and services • Execute communication strategies set by leadership • Conduct outbound calls when required • Manage calendars for agents and leadership • Schedule meetings, training sessions, and team events • Ensure team members are registered for required training • Track attendance and follow up on completion • Perform general administrative tasks • Support high-performing agents and team leads • Maintain accurate data entry across CRM systems and spreadsheets • Update and manage tracking documents (leads, transactions, agent activity) • Ensure data consistency across platforms (e.g., CRM, spreadsheets, internal tools) • Assist with reporting and basic data analysis