• Build, document, and improve SOPs and workflows • Identify inefficiencies and recommend better systems • Ensure consistency, quality, and repeatability across operations • Track tasks, timelines, and deliverables across teams • Manage recurring workflows and reporting cycles • Coordinate with clients, vendors, and internal teams • Manage inboxes, calendars, and internal communications • Organize files, systems, and documentation • Prepare summaries and reports for decision-making • Maintain CRM systems (GoHighLevel, HubSpot, Zoho, etc.) • Track pipelines, leads, and conversions • Schedule and manage content across platforms • Respond to messages and community interactions • Maintain dashboards and KPI trackers • Perform basic QA and data checks • Ensure accuracy and cleanliness of records

• Calendar and Email Management – Schedules high volume of meetings and provides context, knows how to prioritize requests, and monitors high-volume email with discretion and confidentiality. • Business Development Support: Track, coordinate, and proactively follow up on business development meetings, ensuring timely action on key opportunities, maintaining accurate records, and facilitating communication between stakeholders to drive pipeline progress. • Travel Coordination: Manage complex, high-volume domestic and international travel arrangements, including itinerary planning, logistics coordination, and real-time adjustments to ensure seamless executive travel experiences. • Operations Leadership Team Management – Provide comprehensive administrative support to senior leadership, including calendar management, cross-functional coordination, meeting prioritization, and proactive resolution of scheduling conflicts across a dynamic executive team. • Stakeholder Management – Successfully builds positive and trusting relationships with internal stakeholders, clients, and candidates. • Personal Requests – Occasionally assists with coordinating personal tasks including appointments or trips.

• Shield the CEO’s time, anticipate needs, and ensure operational excellence behind the scenes • Own and independently manage the CEO’s calendar, inbox, and travel arrangements • Prioritize, triage, and draft email responses; flag key messages and forward to relevant internal stakeholders • Coordinate hiring processes for leadership roles handled by the CEO • Prepare briefing notes, background summaries, and context for key meetings • Search, analyze, and extract actionable information regarding market dynamics and changes • Manage and contribute to special projects as needed • Support personal administrative tasks and errands as needed

• Our client is a roofing company located in Maryland and Virginia in the United States. • They are seeking a highly detail-oriented and persistent Virtual Assistant to manage insurance claim disputes, estimating, and supplement processes. • This role is critical to maximizing revenue by ensuring claim disputes are properly handled and supplements are approved and paid by insurance carriers. • You will be responsible for reviewing denied and partial homeowners insurance claims, creating claim rebuttal packets, and aggressively following up with adjusters to secure approvals. • Analyze insurance claim reports • Determine basis for full roof replacement argument • Prepare documentation and send to insurance adjuster • Create detailed justifications with photos, documentation, and code references • Handle back-and-forth negotiations with insurance adjusters • Reopen denied or partially approved claims when necessary • Call and email insurance adjusters to confirm receipt of documents • Push approvals forward • Escalate when needed (supervisors, managers) • Keep all claim notes organized and up to date in CRM (JobNimbus or similar) • Track claim status: submitted, pending, approved, denied • Ensure all documentation is uploaded and accessible • Supplement approval rate (% approved vs submitted) • Average days to supplement approval • Revenue recovered per job (supplement dollars) • Number of claims actively managed