I am a CRM Specialist / Automation Expert / Project Manager with strong experience in helping businesses optimize Airtable, Zapier, GoHighLevel (GHL), Zendesk, Slack, Google Workspace, ----------- and Microsoft 360. I design and implement automations, integrations, KPI dashboards, and workflow best practices that improve team productivity and business efficiency.
My background includes building client management systems, policy databases, sales pipelines, automated certificate creation boards, and CSR workflows for U.S.-based insurance agencies and SaaS companies. I also integrate tools like Slack, Gmail, and Google Calendar to ensure seamless communication, task tracking, and project scheduling.
Certifications:
Certificate of Completion of Training Core at ----------- (Telus International, 2023) -----------
Work Management Expert Certification (2024) -----------
Advanced Workflow Expert Certification (2024) -----------
Results-driven Insurance Virtual Assistant with specialized experience in agency operations, policy servicing, and CRM automation. I help insurance agencies reduce administrative backlogs and improve retention by managing the 'heavy lifting' of back-office tasks. With a deep background in ----------- (Certified Expert), I don't just follow a process—I optimize it to ensure no lead or renewal falls through the cracks. Expert at navigating carrier portals, coordinating with underwriters, and maintaining high-level client transparency.
- COI & Endorsement Support: Fast and accurate processing of insurance proof for clients.
- Carrier Portal Management: Uploading documents and extracting policy data across multiple carrier sites.
- Workflow Optimization: Converting messy email chains into streamlined, automated boards for the whole team.
- Technical Troubleshooting: Tier 2/3 technical support for agency software and internal tools.
