Insurance Executive Assistant & CRM Specialist with 8+ years’ experience in Personal & Commercial Lines, client servicing, quoting, workflow optimization, and executive support. Skilled in EZLynx, Applied Epic, AMS360, Salesforce, HubSpot, and -----------

Experienced Executive Manager & Insurance Executive Assistant with 8+ years supporting Personal and Commercial Lines operations for US‑based agencies. Skilled in client servicing, quoting, workflow optimization, and compliance, with a proven ability to translate complex insurance concepts into clear, actionable communication.

Strong background in CRM and insurance software tools including EZLynx, Applied Epic, AMS360, HawkSoft, QQ Catalyst, Salesforce, HubSpot, and -----------. Adept at managing policy servicing, documentation accuracy, and carrier communications while ensuring efficiency and client satisfaction.

Recognized for professional judgment, adaptability, and proactive problem‑solving, with experience coordinating executive calendars, handling confidential information, and supporting strategic initiatives. Passionate about process improvement, client education, and delivering polished communications across agents, clients, and carriers.