Job Description

Hybrid (Office & WFH), Night Shift. Safety and personal growth in a Great Place to Work-certified business. With Results Coaches, Chief Happiness Officers, and access to tech tools our developers built with the needs of virtual teams in mind. Your Benefits:

• Dual-monitor PC setup or laptop for your home.
• 7 Habits of Highly Effective People Training
• Your copy of “The 7 Habits of Highly Effective People” and “Little Black Book for Stunning Success”
• Exceed Institute – Training and tools to help you navigate life and build a rich and connected family life.
• HMO coverage from start date for you and one dependent, for free. With P200K coverage, private room, and P10K reimbursement for medications. You may enroll up to 4 additional dependents.
• 24/7 access to counselling support for mental health. Our Employee Assistance Program (EAP) will help you thrive amid parenting challenges, stress, or relationship issues.
• Free legal advice and financial consultations, also as part of the EAP.
• P1,000,000 Life Insurance coverage
• 10 days leave (Year 1), rising to 15 days leave after Year 1
• Welcome gift on your first day
• Monthly Discover You lunch (CEO presentation, leadership training, Values Awards)
• Monthly gratitude celebrations & Prizes (Trivia, Talent Night, Personal Development, Acoustic Nights)
• Welcome Tea with the CEO and work anniversary celebrations
• P10K referral bonus, plus a chance to win P20K
• Free coffee for our office-based team

Your Family’s Benefits (Yes, that’s right, we care about your family):

• 24/7 access to confidential counselling support for mental health for 4 family members. Our Employee’s Family Assistance Program (EFAP) will help your loved ones thrive amid personal issues.
• Free legal advice and financial consultations for 4 family members, also as part of the EFAP.
• Free Telemedicine for 4 family members
• Personal invites for your family members to our monthly virtual events (and yes, they can win prizes, too)
• Project Next Generation – Online schooling support for your children, nieces, nephews, and cousins
• P10K referral bonus for your family members

Skills and Qualifications

• College graduate.
• 3-5 years of executive assistant or related work
• Professional demeanor and behavior.
• Highly organized, with the ability to perform multiple tasks and handle changing priorities successfully in a fast-paced environment.
• Exceptional oral and written communication skills, including strong spelling, grammar, and punctuation.
• Ability to communicate professionally with internal and external customers.
• Problem-solving skills and a commitment to identify and resolve problems in a timely manner.
• Strong attention to detail.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook).

What You Will Do

• Update entries and clean up data in the client’s surplus lines management software (InsCipher).
• Proactively research missing data points for state filing documents.
• Establish an audit reporting process for compliance and work closely with service, and accounting team members.
• Increase efficiency across the organization by creating standardization in timely state filings with close attention to detail.
• Respond promptly to customer requests for service and assistance.
• Run reports to identify surplus lines related accounts.
• Proactively collect and complete appropriate state forms.
• Enter appropriate account information into InsCipher program for formal filings.
• Prepare customer billing screens in the system.
• Maintain commission matrix for the client’s marketplace program.
• Review exceptions dashboard for account follow-up.
• Act as liaison with software vendor.
• Perform special projects, as assigned.

About Your Client
Your client is a 100 percent employee-owned independent insurance agency with its HQ in California, as well as offices in Oregon, Arizona, Missouri, and London. They provide clients with commercial or personal insurance, as well as employee benefits packages and wealth management services.




Covid-19 Guidance for Job Applicants
Our recruitment process has been fully online since March 2020, for the safety of all recruiters and job applicants. All interviews will take place by phone or videoconference.
How to Apply:
Click on the Apply Now button below. Please have your CV (PDF or DOCX) ready, so you can upload it when you create your GoTeam profile.



Come join our team! Build your more remarkable life at GoTeam!