Executive Assistant | AI Automation | Operations Workflow | Startup Support

I am assigned as a Social Media Manager by My US Client that are in the coaching industry and is selling a high ticket and books. My responsibility includes coordinating with the writers and the video editor for the posting of thumbnails for youtube, reels for instagram and tweet for twitter and TikTok videos. I also scheduled posting for facebook, youtube and instagram I also reply on comments/ DM's for engagement and for those who inquire for coaching and the books in all of the social media platform mentioned above.Deleting/ Cleaning spam comments and DM's. Making reports for every potential leads or prospect.

Administrative Virtual Assistant for 2 years giving the client a quality service or assistant they need virtually. From organizing email, data entry, giving reports and some excel/making daily sales report.

Hi, I'm Cassandra — a detail-driven Insurance Operations & Administrative Assistant with 4+ years of experience helping agencies, account managers, and executives run smoother, faster, and fully compliant daily operations. **A Quick Story:** I once stepped in as a replacement VA for a client whose previous assistant had left behind a significant backlog of policy and admin tasks. Instead of getting overwhelmed, I built a priority-based action plan — tackling the most urgent items first — and systematically worked through the backlog while keeping new day-to-day requests on track. The result: the agency's workflow went from buried to current, without dropping a single new task in the process. That's the kind of reliability I bring to every team I support. **What I Bring to Your Team:** ???? **Policy Servicing & Data Management** Skilled in processing endorsements, renewals, cancellations, and reinstatements using Applied Epic, Aflac, and RadiusBob. *Delivered: Maintain a same-day completion standard — all policy updates received in a day are processed before day's end, with nothing carried over unless intentionally lower priority.* ???? **Loss Run & Carrier Coordination** Experienced in requesting and tracking loss run reports, liaising with underwriters, and following up with insureds to keep documentation moving without delays. *Delivered: Proactively track outstanding loss run requests and follow up with carriers/underwriters to prevent stalls — keeping documentation moving instead of sitting idle.* ???? **Professional Client & Carrier Communication** Confident managing inboxes and correspondence across carriers, clients, and account managers. *Delivered: Apply a triage-based response system — urgent emails answered immediately, lower-priority items addressed same-day when possible — keeping inboxes clear and clients informed.* ???? **Compliance & SOP Development** Adept at maintaining accurate records and building/updating SOPs that keep operations aligned with carrier and agency standards. ???? **Administrative & Reporting Support** From calendar coordination to data tracking in Google Sheets and reporting to leadership, I keep workflows organized and on schedule. **Tools I'm Proficient In:** Applied Epic | RadiusBob | Aflac | ClickUp | Google Workspace | Trello | Slack | Outlook | Canva I know how to prioritize fast-moving tasks, communicate proactively, and protect client confidentiality — even when stepping into a mess left by someone else. **Looking for a dependable, insurance-savvy virtual assistant who can hit the ground running — even mid-crisis?** Let's connect — I'm ready to help simplify your operations and bring your workflow current.

AI Executive Assistant Workflow Problem -Busy CEOs spend hours answering repetitive emails. Solution -Created an AI workflow that drafts professional email responses using ChatGPT. Tools -ChatGPT -Gmail -Zapier Outcome -Reduced email drafting time by approximately 70%.