Hi there, and thank you for visiting my profile!
I help insurance agents, clients, and insureds save time, stay organized, and streamline their daily operations.
With over 2 years of experience as a Virtual Assistant in the insurance industry, I provide reliable back-office support—so you can focus on growing your business while I help drive results.
Here’s how I can support you:
• Quoting (Personal & Commercial Lines) • Policy Endorsements & Cancellations • Certificate of Insurance (COI) Processing • Renewals & Mortgage Updates • Payment Reminders • Client Information Management • Underwriting Support • Inbound & Outbound Calls
Tools & Platforms: • EZLynx • eVo
• MS teams
• Excel
• Outlook
• Insuredmine
Carrier Experience: I am experienced working with multiple insurance carriers, including: Bristol West, National General, SageSure, Swyfft, Travelers, Cypress, Thore, RHP, Nationwide, and more.
I’m committed to being more than just a Virtual Assistant—I aim to be a dependable partner who contributes to your success.
Let’s work together and build something great!
