Provided virtual assistant support for a US-based insurance company, handling administrative and customer service tasks.
Prepared insurance quotations, verified client information, and assisted with policy documentation.
Managed emails, scheduled appointments, and responded to customer inquiries in a professional manner.
Maintained accurate client records and updated insurance data using company systems.
Assisted with data entry, billing inquiries, and policy renewals
Coordinated with agents and underwriting teams to ensure timely processing of insurance requests.
Assisted clients with policy information, coverage details, and follow-up concerns.
Performed data entry, file management, and other back-office support tasks while maintaining confidentiality.
