EXECUTIVE ASSISTANT | OPERATIONS & ADMINISTRATIVE SUPPORT | VIRTUAL ASSISTANT
I am an administrative and operations professional with 5+ years of combined experience across insurance, financial services, and customer service operations. I specialize in administrative support, insurance policy administration, email and shared inbox management, documentation, records management, workflow coordination, process documentation, data accuracy, and confidential information handling.
KEY HIGHLIGHTS & EXPERIENCE
• Insurance & Financial Services Support: 5+ years of combined experience across insurance, financial services, and customer service, including dedicated insurance administration experience supporting Australian insurance brokers and underwriters with policy administration, quotations, renewals, endorsements, certificates of currency, payment-related processes, documentation, and broker/underwriter communication.
• Claims, COI & Film/Entertainment Insurance Support: Hands-on experience with insurance claims processing and claim documentation, including Film & Entertainment insurance workflows, as well as preparing and issuing Certificates of Insurance (COIs). Experienced in processing insurance applications, entering policy information, preparing quotations for underwriting, maintaining claim and policy records, and supporting time-sensitive insurance administrative tasks.
• SOP & Process Documentation: Served as a Team Point of Contact and created, updated, and maintained approximately 25 SOPs, checklists, templates, and training guides. Trained three new tea-----------mbers through structured process walkthroughs, documentation, checklists, and work reviews.
• High-Accuracy Insurance & Financial Data Processing: Experienced in entering, reviewing, verifying, reconciling, and maintaining sensitive insurance, premium, payment, billing, client, policy, and financial data. Experienced in checking premium calculations, GST, stamp duty, commission splits, invoices, insurer documentation, payment allocations, and account information against source records; identifying discrepancies or missing information; documenting findings; and escalating exceptions for resolution. Skilled in high-volume, detail-sensitive processing where accuracy, completeness, confidentiality, and timely completion are critical.
• Insurance Servicing, Commercial Lines & Underwriting Agency Support: Hands-on experience supporting an Australian insurance underwriting agency with commercial insurance products, including Liability, Equipment, Contingency/Cancellation & Abandonment, Adverse Weather, Non Appearance, Prize Indemnity, and other specialist commercial/entertainment insurance products. Experienced in supporting policy administration, quotations, renewals, endorsements, certificates of currency, insurer documentation, premium and fee reconciliation, payment-related processing, and broker/underwriter servicing workflows.
• Insurance Accounting & Reconciliation: Experienced in reviewing and reconciling insurance financial information, including premiums, GST, stamp duty, commission splits, fees, invoices, payment allocations, insurer documentation, and net premium amounts. Skilled in checking figures against source documents, applying applicable calculation rules, identifying discrepancies, and ensuring transactions reconcile accurately.
• Insurance Billing, Payments & Commission Support: Hands-on experience supporting insurance financial workflows involving premium processing, payment allocations, invoices, commission calculations, commission splits, fees, insurer remittances, GST, Stamp Duty, and reconciliation. Experienced in reviewing financial transactions against source documentation, identifying discrepancies, and maintaining accurate insurance financial records.
• Accounts Receivable & Premium Remittance Support: Experienced in preparing and sending insurance premium/remittance information to Accounts Receivable for processing and recordkeeping. Familiar with the relationship between insurance transactions, premium amounts, invoices, payment allocations, insurer documentation, and Accounts Receivable workflows.
• Payment Processing & Allocation: Processed approximately 130 insurance payment allocations daily, matching incoming payments to the appropriate policy and customer account, reviewing transaction details, investigating unmatched or incorrectly allocated payments, documenting discrepancies, and escalating exceptions for resolution.
• Commission Calculation & Reconciliation: Experienced in calculating and verifying non-standard insurance commission splits in iAgency using established commission rules and reference tables. Verified percentages and resulting amounts and reconciled commission, premium, fee, invoice, and insurer information against supporting documentation.
• Insurance Financial Reconciliation: Experienced in reconciling premium, fee, commission, invoice, payment, and insurer information; checking transaction balances and net premium amounts; reviewing GST and Stamp Duty calculations; identifying discrepancies; and verifying financial information against broker closing documents, insurer confirmations, premium breakdowns, and other source records.
• Insurance Billing & Financial Documentation: Experienced in reviewing and maintaining invoices, premium breakdowns, payment records, commission information, insurer documentation, policy records, and supporting financial documents while maintaining accuracy, completeness, confidentiality, and organized recordkeeping.
• Insurer, Broker & Underwriting Coordination: Experienced in communicating and coordinating with insurance brokers, wholesale placement underwriters, insurers, and internal teams regarding policy documentation, quotations, renewals, financial information, binding requirements, premium details, and outstanding information.
• Financial Data Accuracy & Discrepancy Investigation: Strong experience reviewing high-volume insurance and financial data, comparing transactions against source records, identifying missing or inconsistent information, investigating discrepancies, documenting findings, and escalating items requiring further review.
• Insurance Accounting Support: Practical insurance accounting support experience involving premium verification, payment allocation, commission split calculation, invoice review, fee verification, insurer remittance support, reconciliation, and maintenance of financial and policy records.
• High-Volume Insurance Transaction Processing: Experienced in handling high-volume, detail-sensitive insurance and financial transactions while maintaining accuracy, confidentiality, procedural compliance, organized documentation, and timely completion.
• Insurance Management System & Carrier/Insurer Systems: Hands-on experience using iAgency for insurance policy administration, transaction processing, commission configuration, financial checks, policy records, and servicing workflows, together with SharePoint, Microsoft Excel, Google Sheets, and insurer/carrier documentation and portals.
• Renewals, Endorsements & Policy Servicing: Experienced in processing and coordinating insurance renewals, reviewing prior transactions, updating policy information, processing endorsements and policy changes, preparing quotations and supporting documentation, maintaining certificates of currency, checking insurer confirmations, and ensuring policy records and transactions are complete and accurate.
• Client, Broker & Insurer Follow-Up: Experienced in proactive follow-up with clients and business contacts through phone, email, written correspondence, and internal systems to obtain missing information or documentation, resolve outstanding items, clarify transaction details, and keep insurance servicing workflows moving. Skilled in documenting interactions and maintaining accurate records throughout the process.
• Customer & Back-Office Insurance Support: Experienced in both customer-facing and back-office insurance operations, including email and written customer inquiries, payment processing, policy administration, documentation, records management, data entry, financial reconciliation, and coordination with internal teams, brokers, and insurers. Comfortable handling confidential insurance and financial information with a high level of accuracy and professionalism.
• Executive Support Training: Completed Athena Executive Assistant training covering inbox management, calendar management principles, meeting coordination, travel-planning fundamentals, prioritization, and proactive administrative support. These skills were developed through formal training rather than previous employment.
TECHNICAL SKILLS
• Microsoft Excel, Word, Outlook & Teams
• Google Workspace
• SharePoint
• iAgency & Insurance/Policy Administration Systems
• CRM & Business Systems
• ChatGPT, Microsoft Copilot, Gemini & Claude
• Zoom & Loom
• Email & Shared Inbox Management
• Digital Documentation & Records Management
CORE COMPETENCIES
✔ Executive & Administrative Support
✔ Insurance Administration & Policy Servicing
✔ Policy Administration & Renewal Coordination
✔ Quotations & Endorsements
✔ Certificates of Currency
✔ Billing & Payment Support
✔ Email & Shared Inbox Management
✔ Documentation & Records Management
✔ Data Entry & Data Accuracy
✔ SOP Development & Process Documentation
✔ Workflow Coordination & Follow-Up
✔ Quality Control & Error Checking
✔ Confidential Information Handling
✔ Team Training & Process Walkthroughs
✔ Workload Prioritization & Time Management
✔ Professional Written & Verbal Communication
✔ Insurance Billing & Financial Operations
✔ Payment Processing & Payment Allocation
✔ Premium Processing & Verification
✔ Premium Remittance Support
✔ Commission Calculation & Reconciliation
✔ Commission Split Verification
✔ Accounts Receivable Support
✔ Invoice Review & Verification
✔ Insurance Financial Reconciliation
✔ Billing & Payment Records
✔ Financial Data Verification
✔ Discrepancy Investigation
✔ Insurer & Carrier Coordination
✔ Underwriting Support
✔ Insurance Accounting Support
✔ Policy & Transaction Records
✔ Financial Documentation
✔ High-Volume Transaction Processing
✔ Confidential Financial Information
✔ Excel-Based Financial Analysis
WHAT I BRING
I bring strong attention to detail, structured follow-through, process discipline, fast learning, and the ability to manage recurring administrative workflows with minimal supervision. My background allows me to contribute across executive support, operations, insurance administration, customer service, documentation, and process coordination while quickly adapting to new systems and procedures.
I am seeking a long-term full-time remote opportunity where I can provide dependable administrative and operational support, keep workflows organized, maintain accurate records, and reduce the day-to-day administrative workload of the team I support.
Verified
