Sales Support Executive Assistant

Lewis & Ellis Inc.Plano, TX, USA

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Remote]

Are you highly organized, tech-comfortable, and motivated to support fast-moving sales efforts? You'll coordinate with executives, manage logistics for industry events, and help structure lead and contact data in HubSpot all while keeping things on track behind the scenes. If you're detail-driven, able to juggle multiple moving parts, and thrive in a remote setting with light structure and high expectations, join us to help scale business development across Lewis & Ellis and its affiliates.

Lewis & Ellis (L&E) is a nationally recognized actuarial consulting firm with a legacy of excellence since 1968. With over 50 actuaries nationwide and a global client base, we provide expert consulting services across life, health, and property & casualty insurance. Our commitment to innovation and personalized service makes us a trusted partner in navigating complex actuarial challenges.

Base Pay : $15.00-$30.00 / hr based on experience (Part-time : 20-40 hours per week)

You Will :

Collect and track upcoming industry conference schedules from 50-70 executives.
Identify likely attendees and use data scraping tools to gather contact details.
Coordinate with appointment setters and executives to schedule discovery meetings.
Research and confirm meeting logistics such as hotels and conference rooms.
Use tools like Plaud AI to capture and upload meeting notes and transcripts into HubSpot.
Collaborate with the HubSpot CRM consultant to support implementation and maintain data quality.
Conduct lead generation across key market segments including insurers, employers, and risk-focused businesses.
Provide ad-hoc sales support for Lewis & Ellis and affiliated companies, including Huggins Actuarial.

Essential Requirements :

Strong organizational, time management, and task prioritization skills.

Able to work independently in a remote setting.

Adaptable to changing priorities, workloads, and project demands.

Self-starter with attention to detail and ability to work under pressure.

Clear communicator with strong interpersonal and coordination skills.

Proficient in Microsoft Office and cloud-based tools; experience with HubSpot or ChatGPT is preferred.

Pay, Benefits & Perks :

Flexible remote schedule with part-time availability.

Hourly compensation based on experience and qualifications.

Opportunity to support executive-level initiatives in a national consulting firm.

A team that values clarity, ownership, and execution.

Application Process

Please apply online. No calls or emails, please.

Lewis & Ellis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status.

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Executive Assistant • Plano, TX, USA