Hello! I am a reliable General Virtual Assistant with over 3 years of experience in the insurance industry, specializing in administrative support, data entry, and customer service for insurance agencies.
I manage auto, homeowners, and renters insurance accounts from quoting to binding, renewals, and ongoing policy servicing. I am highly detail-oriented, well-organized, and trusted with handling confidential client and policy information accurately and professionally.
Insurance & Administrative Tasks
*Insurance quoting, binding, renewals, and policy servicing
*Policy updates and endorsements
*Processing ACORD forms
*Document review and compliance checks
*Client follow-ups and account maintenance
*Claims support
*CRM management
*Email and calendar management
*Workflow coordination and team support
Insurance Systems & Software
*NowCerts
*HawkSoft
*Agency Matrix
*EZLynx
*DocuSign
*Hubspot
Productivity & Work Tools
*Google Workspace
*Microsoft Office
*Keap
*Dropbox
*Trello
*Slack
*Zoom
*RingCentral
*GoHighLevel
I am dependable, easy to work with, and focused on delivering high-quality virtual support in fast-paced remote environments. I am seeking a long-term opportunity as a Virtual Assistant, Insurance Virtual Assistant, or Account Support Specialist, where I can contribute to business growth while providing excellent customer service.
Verified
