Support insurance brokers and business owners by taking ownership of back-office and operational work so they can focus on revenue, clients, and growth.
With 7+ years of experience in executive assistance, insurance operations, and back-office administration, I specialize in compliance-heavy, detail-sensitive tasks such as renewals tracking, certificates of insurance, policy data entry, CRM updates, and operational reporting. I have hands-on experience supporting Workers’ Compensation, General Liability, and commercial insurance workflows.
My background includes working closely with CEOs and operations managers to streamline processes, maintain accurate systems, and ensure day-to-day operations run smoothly without micromanagement. I am comfortable working independently, handling confidential information, and supporting fast-paced environments where accuracy matters.
I typically work with:
• Insurance brokers and agencies
• Small to mid-sized businesses
• Executives who need reliable back-office support
Core strengths:
Back-office insurance operations • Executive & operations support • CRM data integrity • Workflow management • Process improvement
If administrative or operational tasks are pulling time away from client-facing or revenue-generating work, I’m open to short-term or ongoing support.
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