Insurance Virtual Assistant | Applied Epic | Policy Servicing, CRM & Client Support | Real Estate Virtual Assistant

I help insurance agencies stay organized, responsive, and efficient by managing administrative workflows, CRM updates, and client communication.

With hands-on experience in insurance support, I specialize in:

• Policy servicing (updates, endorsements, renewals)
• CRM management using Applied Epic
• Client communication (inbound & outbound)
• Document processing and organization
• Accurate data entry and record maintenance

I’m used to working in fast-paced, detail-oriented environments where timelines and accuracy are critical.

In addition, I am currently expanding my skills into real estate virtual assistance. I’ve been learning and practicing core workflows such as:

• Lead management and CRM organization
• Follow-up systems for prospects
• Basic real estate pipeline tracking
• Appointment scheduling and coordination

My background in structured CRM systems and client communication allows me to quickly adapt to real estate processes and support agents effectively.

I am reliable, detail-oriented, and committed to delivering consistent, high-quality work.

If you’re looking for someone who can support your insurance operations or assist in managing real estate leads and admin tasks, I’d be glad to help.