I am a tech-savvy, organized, and proactive Executive Assistant & Operations Specialist with hands-on experience supporting U.S.-based executives, insurance agencies, production teams, and digital businesses. I bring a unique blend of administrative excellence, creative capability, and operational management, making me an asset in fast-paced, regulated, and high-demand environments.
Over the past years, I’ve supported CEOs, directors, agents, and cross-functional teams across insurance, creative production, marketing, and client relations—consistently improving workflow efficiency, communication, and deliverables.
I specialize in end-to-end operational support, high-level executive assistance, insurance back-office administration, content coordination, and multi-department task management.
? Core Strengths
1. Executive Assistance & Calendar Management
2. Operations & Workflow Optimization
3. U.S. Insurance Administration (Life & -----------uities)
4. Production & Project Coordination
5.Client Relations & CRM Management
6.Creative Support & Social Media
7.Documentation, Reporting & SOP Building
8.Travel Coordination
9.Secure Data Handling & Confidential Communication
-----------ontdesk and reception duties
???? Executive Assistance & Operations
- Manage daily CEO workflow, calendars, inboxes, and priorities
- Coordinate meetings, schedules, timelines, and multi-department availability
- Screen messages, prepare documents, organize files, and streamline operations
- Create and maintain SOPs, reports, trackers, weekly updates, and performance dashboards
- Serve as receptionist/host in Zoom lobbies for executives, directors, agents, and clients
- Handle travel pl-----------ing (researching, booking, managing flights & accommodations)
???? Insurance Administrative Support (Life & -----------uities)
- Experience with major carriers: Corebridge, North American, Ameritas, Foresters, American Equity, Global Atlantic, and more.
- Submit, track, and manage life insurance applications and policy servicing
- Coordinate with underwriters for requirements, follow-ups, and approvals
- Maintain compliance with carrier guidelines
- Work with sensitive client data using LastPass and VPN protection
- Monitor policy statuses, commissions, and client records
- Assist agents with contracting, renewals, CE, and pre-licensing support
???? Client Relations, CRM & Communications
- Manage client communications, gather requirements, and ensure updates
- Send proposals, quotes, contracts, invoices
- Organize CRM records and optimize data flow across systems
- Manage inboxes, set follow-up systems, and handle routine responses
???? Project & Production Coordination
- Manage video production pipelines from raw files to client delivery
- Coordinate editors, shooters, freelancers, and content contributors
- Maintain deadlines, production timelines, and asset tracking
- Research potential collaborators, brand partners, and podcast guests
- Post recruitment notices and vet freelance creatives
???? Creative Support, Social Media & Marketing
- Tools: Canva, CapCut, Adobe Photoshop, Descript, Sandcastles AI, YAMM, Chat GPT, Gemini AI, -----------, Vimeo
- Design graphics: reels, thumbnails, posters, presentations, social media visuals
- Schedule posts, manage engagement, and create basic analytics reports
- Produce newsletters, campaigns, and marketing materials
- Support brand-building, content coordination, and storytelling
- Create trackers, -----------ouncements, and social updates for teams
???? Documentation, Reporting & Process Development
- Prepare weekly, monthly, and -----------ual reports
- Develop SOPs, workflows, process maps, and operations documentation
- Create structured forms, trackers, spreadsheets, and organizational systems
? What Makes Me Different
- Cross-trained in insurance, executive assistance, creative production, and operations
- Fast learner who thrives in remote, U.S.-time-zone environments
- Strong combination of precision + creativity
- High professionalism, confidentiality, and communication
- Experience supporting CEOs, Founders, creatives, financial advisors, and multi-team operations
? TOOLS & SOFTWARE I KNOW
???? Administrative & Office Tools
Google Workspace (Docs, Sheets, Drive, Calendar, Forms) | Microsoft Office Suite (Word, Excel, PowerPoint) | OneDrive | Jotform | DocuSign | YAMM (Yet Another Mail Merge)
???? File Management & Cloud Storage
Google Drive | Dropbox | OneDrive
???? CRM & Business Management Systems
Studio Ninja CRM | Agent CRM | ConnectTeams | ShootProof | ----------- | Asana | Notion
?? Travel Booking & Scheduling Tools
Google Flights | Delta Airlines | Southwest Airlines | American Airlines | United Airlines | ----------- | Calendly
???? Communication & Collaboration Tools
Zoom | Slack |----------- |Vimeo | GroupMe / | Production Hub
???? Content Creation, Editing, Social Media & AI Tools
Canva | CapCut | Adobe Photoshop | Descript | Sandcastles AI | ChatGPT | Gemini AI | Grammarly | Facebook | Instagram (content scheduling, publishing, engagement)
