Dedicated and detail-oriented Virtual Assistant & Insurance Specialist with over 7 years of extensive experience in administrative support, customer service, and insurance operations. Proven track record in streamlining daily agency workflows, managing end-to-end policy servicing, insurance quoting, post-bind billing, and carrier portal operations. Skilled in resolving complex customer escalations and maintaining high SLA standards across voice, email, and chat channels.
Key Skills & Expertise:
Insurance Operations: Policy Servicing, Quoting, Underwriting Support, Post-Bind Billing, Carrier Portal Management
Administrative & Executive Support: Calendar & Email Management, Data Entry, Workflow Coordination, Documentation
Customer Support: Tier 2 Escalations, Technical Support, Billing & Payment Resolutions
Software & Tools: HawkSoft, EZLynx, InsuredMine, QuoteRush, AskFetch, Lightspeed Voice, Microsoft Office, Google Workspace
