I’m a Virtual Assistant and CRM Automation Specialist with hands-on experience in insurance operations, client support, and process automation. Over the past few years, I’ve helped agencies and clients streamline their workflows, improve customer communication, and enhance efficiency through smart use of tools like AgencyZoom, Zapier, HawkSoft, and GravityCerts.
I supported daily operations — managing policies, coordinating client documents, and building CRM automations that saved hours of manual work. Previously, I honed my technical and communication skills by delivering high-quality voice, chat, and email support, earning recognition as a Top Performer for exceeding KPIs. I’m passionate about efficiency, accuracy, and client satisfaction, and I take pride in developing systems that make teams more productive and clients better served.
Key Skills:
CRM Management (AgencyZoom, Zapier, HawkSoft, GravityCerts) • Insurance Operations • Email & Policy Management • Customer Support • Workflow Automation • Process Improvement • WordPress • Google Workspace • Microsoft Office
