Virtual Assistant l Administrative support| Life Insurance
Helping Businesses Stay Organized, Accurate & Stress-Free?
I help insurance teams stay on track by handling claims, policy support, appointment setting, and client calls. I keep CRMs updated, follow up on leads, manage data entry, and take care of admin tasks—always organized, detail-focused, and ready to work US hours.
CORE SKILLS
Life Insurance Support - Assists with policy processing, claims support, and client documentation.
Appointment setting - Schedules qualified calls and manages agent calendars efficiently.
Customer& Phone support - Handles inbound and outbound calls, answering inquiries professionally
CRM Management - Updates client records, tracks leads, and maintains accurate data.
Leads follow up - Contacts leads to confirm interest, collect information, and move them forward.
Data Entry & Admin Tasks Work style - Enters data accurately, organizes files, and supports daily operations.
WORK STYLE
Organized and detail-focused - Keeps records accurate and tasks well- managed.
Follows step-by-step instructions - Executes processes correctly and consistently .
Dependable and consistent -Delivers reliable support with minimal supervision.
Comfortable working US time zones -Available and responsive during US Business hours.
TOOLS
CRM systems
Google Workspace
Online calling tools
??Email & calendar management
Let's connect and work together toward success.
Best regard,
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Verified