Accounting Virtual Assistant | Insurance Operations & Admin Support

Need someone who understands both insurance operations and accounting? That's where I can help.

I'm Angelica, an Accounting & Insurance Virtual Assistant with hands-on experience supporting U.S.-based insurance agencies in both accounting and insurance back-office operations. I help streamline day-to-day workflows through accurate, organized, and reliable administrative support.

I currently support a U.S.-based insurance brokerage by handling accounting workflows such as premium updates, invoice creation, payment processing, and carrier/MGA commission reconciliation. In addition, I bring over a year of hands-on experience supporting licensed account managers with insurance policy servicing and back-office operations.

My experience allows me to contribute to both accounting and insurance administrative functions, making me a versatile support professional for agencies that need someone who can work accurately across multiple areas.

What I can do for your team:
> Insurance policy servicing & verification
> Applied Epic policy administration
> NowCerts accounting & policy management
> Premium updates & invoice creation
> Payment processing & recording
> Carrier & MGA commission reconciliation
> Direct bill commission validation
> Personal Lines quoting support
> Endorsements & policy renewals
> Suspense & backlog management
> Data entry & record management
> Process documentation & SOP creation
> Administrative & back-office support

Systems I work in: Applied Epic • NowCerts • QuickBooks Online • AMS360 • Safeco • Travelers • Progressive • RingCentral • Microsoft Office Suite • Google Workspace

I enjoy learning new systems, improving workflows, and delivering accurate, organized work. Whether I'm supporting insurance operations, accounting processes, or administrative tasks, I take pride in being dependable, detail-oriented, and someone my team can rely on.

If you're looking for someone who can support both your insurance and accounting operations while consistently delivering quality work, I'd be happy to connect.