Detail-oriented legal professional with a strong foundation in personal injury case management and insurance claims handling. Skilled in guiding PI matters from intake through resolution, with a focus on client communication, medical record coordination, and demand preparation. Trusted for maintaining organized, compliant case files and supporting attorneys in high-volume practices.

Hi there, and thank you for visiting my profile!
I help insurance agents, clients, and insureds save time, stay organized, and streamline their daily operations.
With over 2 years of experience as a Virtual Assistant in the insurance industry, I provide reliable back-office support—so you can focus on growing your business while I help drive results.
Here’s how I can support you:
• Quoting (Personal & Commercial Lines) • Policy Endorsements & Cancellations • Certificate of Insurance (COI) Processing • Renewals & Mortgage Updates • Payment Reminders • Client Information Management • Underwriting Support • Inbound & Outbound Calls
Tools & Platforms: • EZLynx • eVo
• MS teams
• Excel
• Outlook
• Insuredmine
Carrier Experience: I am experienced working with multiple insurance carriers, including: Bristol West, National General, SageSure, Swyfft, Travelers, Cypress, Thore, RHP, Nationwide, and more.
I’m committed to being more than just a Virtual Assistant—I aim to be a dependable partner who contributes to your success.
Let’s work together and build something great!

I help business owners stay organized and focused by managing their daily admin, CRM, and client communication tasks.

With experience supporting a real estate insurance environment, I handled high-volume inboxes, updated CRM records, tracked deadlines, organized documents, and coordinated client follow-ups to keep operations running smoothly.

I work well in fast-paced settings and require minimal supervision. I prioritize tasks effectively, maintain accuracy, and make sure everything is completed on time.

My Core Skills:

• Email & calendar management
• CRM updates & data accuracy
• Client communication & follow-ups
• Workflow & task tracking
• Document management & billing support

If you need a dependable Virtual Assistant who can take ownership of admin and operational tasks, I’m ready to support your business long-term.

More than 4 years of experience in insurance

A dynamic and results-oriented expert with 1 year of experience in Customer Service. Capable of employing a combination of analytical skills, strategic thinking, and hands-on experience to generate organizational success. Strong ability to create high-quality solutions, streamline procedures, and improve team performance.

Known for great problem-solving skills, clear communication, and a collaborative approach to teamwork. Capable of managing various priorities in fast-paced environments while remaining focused on attaining strategic objectives. Passionate about customer experience, or technology, and dedicated to ongoing professional development.

Hi, I'm Jessa Balase, a graduate with a Bachelor's degree in Marketing Management. I have experience in video and photo editing, allowing me to create engaging visual content for marketing and promotional purposes. I am also skilled in documentation, with the ability to organize records, prepare reports, and maintain accurate files. I am a motivated, detail-oriented, and adaptable individual who is eager to contribute my skills and continue learning in a professional environment.

A competitive and opportunity-seeking professional looking to leveragemy extensive experience in insurance operations, financial analysis,data validation, customer service, and strong organizational skills tocontribute to organizational growth, deliver accurate results, drivebusiness opportunities, and support strategic decision-making.

I help business owners and executives — especially those working with Japanese or international clients — get their admin, client communication, and documentation handled by someone who's done it at a corporate level, not just learned it on the job.

13+ years of experience across insurance, healthcare, logistics, and corporate administration, including 8+ years as a remote virtual assistant supporting Japanese professionals and managing 100+ client portfolios.

What I can do for you:
Virtual assistance, data entry, and executive/admin support (calendar, inbox, scheduling, reporting)
Insurance & healthcare account management (policy inquiries, documentation, client support)
Client relationship management and CRM administration
Export/shipping documentation (processed 50–100 documents/day at Maersk)
Social media content creation and posting (Canva)
Procurement coordination and confidential records management

Tools I use: MS Office, Google Workspace, Outlook, Zoom, MS Teams, Canva, ChatGPT, CRM platforms
Also familiar with SAP from prior ERP experience (2014–2015)

Work setup:
Internet: PLDT Fiber 300 Mbps (primary) + Globe 5G hotspot (backup)
Equipment: MacBook Air M2 + Huawei MateBook D15, HD webcam, noise-cancelling headset
Power backup: 4-hour battery station
Dedicated, quiet home office

Availability: Full-time or part-time, WFH. Comfortable working core PH hours and open to shifting my schedule to align with UK (GMT) or AU (AEST) clients as needed.

Background includes roles at Canon, Procter & Gamble, Maersk, AIA, and Medicard. Cum Laude graduate, BS Business Administration.

Detail-oriented Process Associate with 4 consecutive years of experience specializing in back-office support for the home and auto insurance industry. Proven track record of handling insurance policies, high-volume correspondence, and coordinating effectively between policyholders and licensed agents. Highly proficient in Google Workspace to optimize administrative efficiency.

Detail-oriented Executive Assistant and Customer Support professional with 6+ years of combined experience in banking, customer service, and remote administrative support for U.S.-based clients. I specialize in inbox and calendar management, inbound and outbound calling, Zoom event scheduling, CRM documentation, and client communications.

I have supported business owners, public adjusters, and coaches by coordinating virtual workshops, tracking events, posting Zoom replays in community platforms (Circle), and ensuring timely follow-ups. With a strong background in banking and insurance support, I handle sensitive information with confidentiality, accuracy, and professionalism.

I am reliable, proactive, easy to train, and committed to long-term work relationships. I thrive in structured environments and take ownership of tasks to ensure nothing falls through the cracks.

Core Skills (Add exactly as listed):
* Executive Assistance
* Customer Service & Customer Support
* Inbound & Outbound Calling
* Email & Inbox Management
* Calendar & Zoom Scheduling
* CRM Management
* Client Communication
* Administrative Support
* Data Entry & Documentation
* Operations Support

Tools & Platforms: Google Workspace | Zoom | Organized Adjusting | ----------- | OpenPhone | Google Voice | Dubsado | Circle | Telegram | Adobe Sign

Availability: Part-time | Long-term | Remote

We are Providing technical assistance and answer to user questions, assisting users by troubleshooting problems with device hardware or software.

I am an Insurance VA for more than 2 years now. I am more familiar with the personal lines, quoting and servicing tasks.

Medical Virtual Assistant | Case Manager | Insurance Verification & Prior Authorization | Customer Service

Healthcare professional with more than four years of experience supporting providers, patients, and healthcare organizations through case management, insurance verification, prior authorization, and administrative support.

Throughout my career, I have managed 10–15 patient cases daily while ensuring accurate documentation, timely insurance authorization, and effective communication between providers, facilities, and payers. In my insurance verification role, I processed 40–50 patient eligibility and benefits requests daily, consistently maintaining high productivity, fast turnaround times, and excellent customer service.

My experience includes working with Salesforce, PointClickCare, Net Health, RingCentral, Microsoft Teams, Google Workspace, and Microsoft Office. I am committed to maintaining HIPAA compliance while delivering accurate, organized, and dependable support.

I am currently seeking remote opportunities as a Medical Virtual Assistant, General Virtual Assistant, Healthcare Case Manager, Insurance Verification Specialist, Prior Authorization Specialist, or Healthcare Customer Service Representative.