Hi! I’m Lisa — an Insurance Agent, emotional intelligence architect, and founder of multiple brands (with more on the way). I’m ready to bring on a rock-solid assistant who thrives on structure, accuracy, and high-touch communication. This is your shot if you’re a details-first kind of person with a backbone of discipline and a love for behind-the-scenes excellence.
This is NOT a gig. This is a right-hand role.
You’ll work full-time (40 hours/week) and overlap with Pacific Standard Time (PST). You must be available for prep time before Lisa’s day starts and wrap-up time after it ends. Here’s your breakdown:
2:30 AM – 7:30 AM (Tuesday) 5 hrs
1:00 AM – 11:30 AM (Wednesday) 10.5 hrs
4:30 AM – 7:30 AM (Thursday) 3 hrs
1:00 AM – 7:30 AM (Friday) 6.5 hrs
1:00 AM – 11:30 AM (Saturday) 10.5 hrs
3:00 AM – 7:30 AM (Sunday) 4.5 hrs
Fridays are always worked for consistency (even if I have no calls). Wednesdays are light: policy review support only.
Daily CRM & Lead Hygiene
Receive lead data, input into CRM, and send emails and texts
Organize and clean CRM like a data ninja
Input lead notes, follow-up reminders, & enrollment prep
Nothing gets lost. Nothing is vague. No half-done tasks.
Inbox + Calendar Management
Sort & flag Lisa’s inbox daily
Draft templated replies via email/text/phone AI & organize by urgency
Prep tomorrow’s calendar with notes, links, & lead info
Systems & SOPs
Start and end the day with a log
Document workflows as they evolve (you’ll help build systems too)
Track which leads came from which campaign
Assist in light project builds (I use Coda.io)
Consistently update knowledge base for Client Portal + Sona
Client Experience
Light client messages set up & engagement (e.g., check-ins, birthday messages)
Send follow-up reminders with care
Make every interaction feel white-glove, even via email
Requirements
Fluent English (written and spoken)
Expert-level attention to detail — surgical precision, not vibes-based
Solid tech stack confidence: Coda.io, OpenPhone
Strong internet + quiet environment
Can handle fast-moving days and calm ones with equal grace
Must be okay working graveyard shift (PH) long-term
Bonus Points If…
You’ve worked in insurance, legal, real estate, or healthcare
You’ve supported a founder or CEO before
Your DISC profile = High C or High S
You actually like organizing things and fixing broken processes
You read this entire ad and are ready to pass the test