Business Management Assistant managing accounting tasks and supporting administrative operations in a growing outdoor startup. Ensuring processes run smoothly for team operations.
About the role
- Virtual Assistant supporting the underwriting workflow at Wealth Nation, a life insurance agency. Balancing tasks between visionary and systems-oriented leaders while ensuring timely client interactions and insurance processes.
Responsibilities
- Manage and prioritize multiple email accounts
- Communicate consistently with insurance carriers and clients throughout the underwriting process
- Communicate with internal agents regarding client status updates
- Maintain accurate underwriting status tracking
- Assist in completing insurance applications
- Order and track medical records
- Track and manage state insurance licenses to ensure compliance
- Manage calendars, including minor adjustments using Calendly
- Oversee document management and onboarding paperwork
- Provide project management support and task reminders
- Review emails daily and use them as the driver of workflow
- Follow up with clients to ensure required documentation is submitted in a timely manner
Requirements
- Extremely detail oriented with strong follow-through
- Proactive self-starter who takes ownership of tasks
- Assertive and confident, able to push leaders when needed while remaining professional and respectful
- Comfortable balancing a visionary leader and a systems-focused leader
- Able to balance big picture thinking with detailed execution in a fast-paced environment
- Direct communicator who is emotionally intelligent and considerate
- Fun, energetic, and caring
- Strong organizational and time management skills
- Comfortable interacting directly with clients while maintaining a high level of professionalism and warmth
- Growth minded with a continuous improvement mentality
- A problem solver who takes charge and goes above and beyond
- Takes pride and produces high-quality work
- Must be tech savvy and quick to pick up new tools and software
- Willingness to obtain a life insurance license is a strong plus.
Benefits
- PTO
- Sick Time
- Paid Holidays
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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