About Us WizdomOne Group is a growing risk management and insurance advisory firm specializing in helping business owners protect and grow their companies. We are seeking an experienced Commercial Lines Account Manager / Customer Service Representative to join our team and help support both new business growth and client retention initiatives. This is a long-term opportunity for someone who enjoys working directly with business owners, insurance carriers, and agency team members to deliver exceptional service and risk management solutions. What You'll Be Doing -New Business Support -Review and analyze prospect submissions and current insurance programs -Assist with coverage comparisons and identification of coverage gaps -Market accounts through direct carriers and wholesale brokers -Prepare applications and coordinate signature collection -Assist with binding coverage and policy issuance -Review policies for accuracy and coordinate corrections when necessary -Process replacement and cancellation requests Client Service & Retention -Manage day-to-day service needs for assigned commercial accounts -Process endorsements, policy changes, certificates of insurance, and coverage requests -Assist with renewal preparation and remarketing opportunities -Review client insurance programs and identify potential coverage improvements -Communicate policy changes, exclusions, and coverage recommendations to clients -Prepare proposals, insurance summaries, schedules, and renewal presentations -Assist clients with claim reporting and claim follow-up -Maintain accurate electronic files and documentation standards Review direct bill cancellations and proactively work with clients to prevent coverage lapses Agency Operations -Maintain agency management system records -Manage carrier and wholesale broker communications -Prioritize and organize workflow efficiently -Collaborate with producers, account managers, and leadership team members -Participate in process improvement initiatives Qualifications Required: -Active New York Property & Casualty License -Minimum 3 years commercial insurance experience -Strong understanding of commercial insurance coverages -Experience working directly with carriers and wholesale brokers -Excellent written and verbal communication skills -Strong organizational and time-management abilities -Proficiency with Microsoft Outlook, Teams, Word, and Excel Preferred: -Agency management system experience (NowCerts and Momentum a plus) -Experience with commercial package, general liability, workers compensation, commercial auto, umbrella, professional liability, and cyber insurance -Experience preparing certificates, endorsements, proposals, and renewal reviews What Success Looks Like -Clients receive prompt, professional service -Renewals are completed accurately and on time -Coverage gaps and service opportunities are proactively identified -Carrier relationships are maintained professionally -Agency workflows remain organized and efficient Position Details -Location: United States Only -Schedule: Flexible -Engagement: Long-Term -Hours: Approximately 20-40 hours per week depending on workload and experience -Compensation: Based on experience When applying, please include: 1. Years of commercial insurance experience 2. States where you hold an active P&C license 3. AMS platforms you have worked with 4. Types of commercial accounts you have serviced 5. Your ideal weekly availability

Need someone to help with bookkeeping and operations for our medium-sized technology company. The ideal candidate will have experience with QuickBooks Online and be able to manage accounts receivable and payable, provide administrative support, and handle general accounting tasks.

We are seeking a highly organized and detail-oriented executive assistant to support the CEO of our construction company. The ideal candidate will have experience in managing calendars, coordinating travel, and preparing presentations. Strong communication skills and the ability to maintain confidentiality are essential. This role requires someone who can work independently and efficiently in a fast-paced environment.

Full-Time | Long-Term | Remote 30+ hours per week Pay: $18-$22/hour We are looking for a long-term Leasing Assistant who is reliable, detail-oriented, solution-driven, and an exceptional communicator to join our growing team. This is a full-time remote position supporting the leasing operations for our portfolio of single-family rental homes. If you thrive in a fast-paced environment, enjoy helping people, and take pride in staying organized, we'd love to hear from you. Responsibilities Coordinate and schedule property showings for prospective tenants Respond promptly to leasing inquiries via phone, email, and text Follow up with prospective tenants to maximize leasing conversions Create, update, and publish rental listings across platforms such as Zillow, TurboTenant, and other marketing sites Manage the leasing pipeline and tenant records in AppFolio Process rental applications and assist applicants through the approval process Prepare lease documents and coordinate lease signings and move-ins Set up utility accounts for newly acquired properties and coordinate utility transfers before new tenants move in to ensure all essential services are active and ready for occupancy Become familiar with each property's HOA, including its rules, application requirements, fees, and approval timelines Prepare, submit, and track HOA applications, ensuring all required documentation is complete and approvals are received before move-in Communicate with HOA management companies regarding application status and approvals Maintain accurate records of prospects, applications, leases, HOA approvals, and tenant communications in AppFolio Keep leasing files organized and up to date Track leasing activity and provide regular updates to the team Proactively identify and resolve issues before they become problems Requirements Previous leasing or property management experience is required AppFolio experience is strongly preferred Experience working with HOA application processes is preferred Outstanding written and verbal communication skills (Communication A+) Strong customer service skills with a friendly and professional attitude Highly organized with exceptional attention to detail Ability to manage multiple properties and deadlines simultaneously Comfortable using AppFolio, online listing platforms, and Google Workspace or Microsoft Office Self-motivated and able to work independently in a remote environment Reliable high-speed internet and a dedicated home office Looking for a long-term opportunity with a growing company What We're Looking For A proactive problem solver who takes ownership Someone who communicates clearly, follows through, and pays attention to detail Positive attitude with a strong sense of urgency Dependable, accountable, and eager to grow with our team A team player who genuinely enjoys helping prospective tenants and creating a smooth leasing experience Job Details Position: Remote Leasing Assistant Employment: Full-Time Hours: 30+ hours per week Duration: Long-term (6+ months) Experience Level: Intermediate Compensation: $15–$18 per hour

We’re looking for a highly reliable contractor to help keep important data accurate, current, and complete. Key responsibilities - Track outstanding information requests and follow up persistently - Process and organize incoming documents - Verify information against original sources - Identify missing, stale, or inconsistent data - Maintain a clear daily view of progress and unresolved work Ideal temperament - Naturally persistent—you dislike leaving things unresolved - Extremely detail-oriented without becoming slow - Comfortable working independently - Quick to surface problems and recommend solutions - Calm, professional, and effective when following up with people Ideal candidate You are an organized operator with excellent judgment and written communication. You take ownership, close loops, and can be trusted to tell us exactly where things stand. Experience with public records, research, contracts, or data-quality work is helpful.

Transition of Care (ToC) pharmacist needed for accurate data labeling for model building.

I need assistance with cleaning up my computer files and streamlining my home systems, including printer, WiFi, and TV hookups. The ideal candidate will have experience in technical support and network administration to ensure everything runs smoothly and efficiently.

Seeking a U.S.-based virtual assistant to provide admin support, operations, member support, digital resources, and executive support. Responsibilities include managing schedules, coordinating travel, handling email communications, and ensuring smooth day-to-day operations. The ideal candidate will have strong organizational skills and attention to detail.

Growing law practice is seeking a motivated and professional Entry-Level Virtual Legal Secretary to join our remote team. This is an excellent opportunity for someone interested in gaining experience in the legal field while developing administrative, client service, and case management skills.

We are interested in developing a web app that will allow us to automate a lot of the administrative tasks we need to do to carry out our work. The app will serve three main functions: 1) Provide a simple and easily accessible interface that will allow users to submit expense information that will be automatically stored in our organization's Google Drive. 2) Allow for admin to review this information and engage in a dialogue with the user if necessary. 3) Track all expense data in an organized way to a) allow users to view project expense summaries and b) allow admin to create and generate expense reports. Attached is an overview of how each interface should articulate with the others as well as a detailed summary of what each interface could look like. Note that the details here are not comprehensive and questions are expected, but the general shape is there. Note that these interfaces will need to effectively and seamlessly articulate with one another as well as external systems like Quickbooks.