Virtual Executive Assistant (Insurance Operations)

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 data, census management, etc.). Forms & Document Workflow Build templates for contracts and forms that auto-populate using CRM data fields. Set up and manage e-signature workflows via Adobe Sign, or evaluate and recommend a better-fit alternative. Spreadsheet & Data Work Build and maintain spreadsheets for insurance plan comparisons (rates, plan design, carrier options). Support general data entry, data organization, and light data analysis. Administrative Support Partner closely with the current Administrative Assistant on data entry and back-office tasks. Provide flexible, cross-functional admin support as priorities shift. Email & Calendar Management Manage inbox triage, scheduling, and calendar coordination. Organize meetings, track follow-ups, and set reminders to keep the team on schedule. Required Experience & Qualifications At least 1 - 2 years of experience in US health insurance — e.g., insurance agency operations, group health enrollment, or benefits brokerage support. Direct hands-on experience with Employee Navigator (required) and/or Agency Block CRM (strongly preferred); comfort learning agency/broker management systems quickly if not previously used. Working knowledge of Zapier or similar workflow automation tools (Make/Integromat experience also considered). Experience building and managing e-signature workflows (Adobe Sign, DocuSign, or similar). Strong Excel/Google Sheets skills — comfortable with formulas, comparison tables, and organizing plan/rate data. Prior experience in an Executive Assistant, Virtual Assistant, or Administrative Assistant role supporting US-based teams. Excellent written English communication and strong attention to detail — this role touches client-facing documents and sensitive benefits data. Familiarity with US benefits terminology (open enrollment, plan tiers, carriers, COBRA, ancillary lines, etc.) strongly preferred. Comfortable working US business hours (specify timezone/overlap here). Nice to Have Experience supporting an insurance agency, broker, or benefits consulting firm specifically (vs. general HR/benefits at an employer). Prior remote/virtual role experience with a US-based company.