Sales & Operations Virtual Assistant | Real Estate & Shopify Expert

Shopify Order Processing & Dashboard Management & Product Listings Support & Online Marketplace Management

Customer Service (Email, Phone, Live Chat, Social Media) | Client Follow-Up & Retention Appointment Setting | Lead Qualification | CRM Management (Salesforce, Podio, Moxi)

Serve as a primary point of contact for home insurance claims, managing cases from first notice of loss (FNOL) | Handle end-to-end claims processing for property damage and loss | Ensuring accuracy, completeness, and timely progression | Conduct claims intake, verify policy coverage, and collect required documentation and evidence | Coordinate closely with service providers, agents, contractors, restoration vendors, and internal claims teams | Create, update, and manage claims cases and tickets within CRM or claims management systems | Monitor and follow up on inspections, estimates, reports, and outstanding documentation to prevent delays | Review and communicate coverage determinations, deductibles, and claim requirements in clear, policy-compliant language | Maintain detailed, compliant claim notes while handling confidential and sensitive policyholder data | Provide empathetic, professional claims support, guiding policyholders through stressful loss situations until resolution.

Conduct high-volume cold calls, SMS, and email outreach to buyer, seller, and agent leads Qualify and nurture leads using structured scripts and follow-up systems Schedule and confirm appointments directly with agents and leadership Maintain accurate CRM records across Podio, Moxi, and Google Sheets

Investigate coordination of benefits in compliance with policy guidelines Verify payer responsibility and maintained accurate insurance hierarchy to ensure correct claim sequencing Maintained accurate, audit-ready records to support timely and compliant claim resolution Review documentation and handled provider inquiries via inbound calls to resolve claim issues efficiently

Administrative Support & Office Tasks Scheduling & Calendar Management (Google Calendar, Calendly) Data Entry & Spreadsheet Management (Excel, Google Sheets) SOP Implementation & Workflow Optimization