Insurance Virtual Assistant | Customer Service Specialist | Commercial & Personal Lines Insurance Support
I am a highly motivated and detail-oriented Virtual Assistant with over 8 years of experience in customer service, technical support, sales, billing, claims, chat support, and email support, combined with 2 years of experience supporting U.S. Commercial and Personal Lines insurance operations and 2 years in financial services specializing in insurance and annuities.
My expertise includes client communication, policy servicing support, CRM management, carrier follow-ups, appointment setting, documentation management, customer retention, administrative support, and insurance agency operations. I am experienced in working with clients, managing sensitive information, maintaining accurate records, and delivering exceptional customer experiences in fast-paced environments.
I am proficient with various CRM systems, insurance platforms, Microsoft Office, Google Workspace, and remote collaboration tools. I am a fast learner who adapts quickly to new systems, processes, and workflows, with a strong commitment to professionalism, accuracy, and continuous improvement.
Core Skills:
• Commercial & Personal Lines Insurance Support
• Customer Service & Client Relations
• Insurance Agency Operations
• CRM & AMS Management
• Policy Servicing & Documentation
• Claims & Billing Support
• Email & Chat Support
• Appointment Setting & Calendar Management
• Data Entry & Administrative Support
• Lead Management & Follow-Up
• Microsoft Office & Google Workspace
• Remote Team Collaboration
I am seeking a long-term opportunity where I can contribute my experience, support business growth, and build strong relationships with clients while continuously developing my skills and expertise.
