Experienced Insurance Virtual Assistant supporting US insurance agencies, brokerages, and financial advisors for over four years. Specializes in claims processing, policy documentation, CRM management, client communication, and administrative operations, ensuring clients stay organized, compliant, and efficient.
Manages client accounts, coordinates appointments, maintains CRM records, and handles day-to-day administrative tasks. Provides seamless operational support, allowing insurance professionals to focus on client growth and business development.
Highly organized, detail-oriented, and committed to delivering professional, reliable, and efficient remote support.
• Insurance Administration
• Claims Processing
• CRM Management (Salesforce, HubSpot, Zoho)
• Client Communication
• Email & Calendar Management
• Document Organization & Compliance
• Remote Work / Virtual Assistance
Verified
