Detail-oriented and tech-savvy Accounting & Insurance
Administration Specialist with over 4 years of combined experience in financial
operations and virtual administrative support. I bring a unique blend of core
accounting knowledge and insurance industry expertise, making me a versatile
and reliable remote professional for small businesses, agencies, or financial
service firms.
Knowledgeable in QuickBooks, Xero, Microsoft Excel, and insurance
management software (e.g., Applied Epic, AMS360), I help organizations
streamline financial processes, maintain compliance, and provide high-level
client service. My background as a virtual assistant adds a layer of efficiency
and strong communication, making me adept at multitasking and meeting tight
deadlines.
Niche Expertise
-Accounting & Bookkeeping -Accounts payable-Reconciliation and
reporting -Month-end closing -Financial statement preparation
Insurance Administration (Personal Lines)
-Policy issuance, endorsements, processing Claims
follow-up and client communication CRM and agency management system updates
Calendar management and appointment setting for producers/agents Virtual
Assistance & Operations, Email and calendar management,& Data entry and
document handling
~Tech Stack
Accounting Tools: QuickBooks Online/Desktop, Xero, Wave Insurance Software:
Applied Epic, AMS360, EZLynx VA Tools: Google Workspace, Microsoft
Office, Trello
Communication: Zoom, Microsoft Teams,
**What Sets Me Apart
Dual expertise in finance and insurance operations Experience working with US clients Exceptional organizational and time management skills Ability to work autonomously and maintain confidentiality Strong foundation
in compliance and data accuracy.
