I’m a reliable and detail-oriented professional with experience in the insurance industry, specializing in personal lines quoting and policy support. I have handled quoting for clients, tracked and updated policy changes using CRM systems, and ensured accurate and organized records for day-to-day operations.
I also have experience in customer service, including handling inbound calls, assisting clients with policy requests, and gathering lead information. I am comfortable communicating with clients, managing multiple tasks, and adapting quickly to new tools and systems. I’m committed to providing efficient, accurate, and high-quality support to help businesses run smoothly.
I worked as a Medical Office Virtual Assistant providing back-office support, where I created and compiled patient portfolios (medical packets) daily for submission to law firms, ensuring accurate and complete documentation of patient billing records. I used Adobe and Microsoft Office tools to organize, format, and finalize professional documents. I also supported the medical collections department by developing and maintaining an Excel masterlist used to track patient visits and payment updates. In addition, I cross-referenced billing details with check ledgers provided by the medical office to ensure accuracy, consistency, and proper updating of patient records, helping improve organization and streamline tracking of outstanding balances.
