Are you looking for an experienced and reliable Insurance Virtual Assistant who can streamline your agency’s operations and deliver exceptional client support? I’m here to help.
With hands-on experience in quoting personal insurance policies (Auto & Home), providing customer service, and handling admin tasks, I support insurance professionals by making their workflow smoother, faster, and more organized.
I bring expertise and real-world experience with top industry tools, including:
* EZLynx – Quoting, lead management, client communications
* QQ Catalyst – Policy management, CRM, and automation
* AgencyZoom – Pipeline tracking, renewals, follow-ups
* PL Rater – Efficient multi-carrier quoting for personal lines
What I can do for you:
* Quote Auto & Home Insurance
* Customer Service – inbound/outbound support, carrier follow-up or inquiries, client communication
* Admin Support – data entry, document prep, CRM updates, email handling
* Policy Reviews, Renewal Processing, Claims Status Checks
* Reliable, detail-oriented, and fast with follow-through
I’m always willing to learn and explore more, open to new tools, and ready to adapt to your agency’s needs. Whether you need someone long-term or for a project, I'm here to help.
* Fast learner | * Open for negotiation | * Committed to quality
Let’s work together and grow your insurance business with confidence and consistency.
