Are you looking for a dependable virtual assistant who can support your insurance operations, handle customer inquiries, and keep administrative tasks organized?
I am a detail-oriented US Insurance Virtual Assistant, Customer Support Specialist, and Administrative Assistant with experience supporting a US-based insurance agency and assisting customers through email and chat.
In my insurance support role, I handled back-office tasks involving commercial Property and Casualty insurance, policy documents, certificates of insurance, endorsements, renewals, rewrites, evidence of property requests, account updates, document review, data entry, and follow-ups.
I can help your business with:
• Insurance policy servicing and administrative support
• Certificates of Insurance and Evidence of Property requests
• Policy documents, endorsements, renewals, and rewrites
• Data entry and agency management system updates
• Email, chat, and customer support
• Inbox and task management
• Order processing and after-sales support
• Spreadsheet tracking and reporting
• File and document organization
• Quality checking and information verification
I have experience using agency management systems, Freshdesk, Microsoft Excel, Microsoft 365, Google Workspace, and other web-based platforms. I am comfortable learning new tools, following detailed procedures, and managing repetitive or high-volume tasks accurately.
Clients can expect clear communication, strong attention to detail, confidentiality, reliable attendance, and organized work. I am comfortable working independently and supporting US-based businesses.
I am open to long-term opportunities in insurance support, customer service, administrative assistance, data entry, order processing, and back-office operations.
