Carol

Experienced Virtual Assistant | Insurance Support (Personal & Commercial Lines)

80 ID PROOF
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Overview

Looking for full-time work (8 hours/day)

at $6.66/hour ($1,280.00/month)

Associates degree

Last Active

May 26th, 2026 (33 days ago)

Member Since

February 13th, 2024

Profile Description

I am a highly experienced Virtual Assistant with over 7 years of remote work experience in administrative support, client communication, and CRM/database management. I specialize in providing reliable back-office support with strong attention to detail, efficiency, and accuracy.

I have exposure to insurance-related tasks, including Personal and Commercial Lines support such as policy servicing, endorsements, renewals, and assisting with quoting processes. I am also familiar with handling Certificates of Insurance (COIs), updating policy records, and coordinating with clients and carriers through email and CRM systems.

I am comfortable working in fast-paced environments where accuracy and organization are critical. I can quickly adapt to new tools and systems such as agency management platforms (Applied Epic, AMS360, or similar CRMs).

I am dependable, easy to work with, and able to work independently with minimal supervision. I take deadlines seriously and always ensure tasks are completed correctly and on time.

I am currently looking for a part-time Insurance Virtual Assistant role where I can contribute my skills in Personal and Commercial Lines support while continuing to grow in the insurance industry.
Hi! I’m a dependable Virtual Assistant with 7 years of experience in insurance and data entry work. I help businesses stay organized by managing emails, updating records, processing documents, and handling customer communication.

I am detail-oriented, hardworking, and committed to meeting deadlines. I can work independently and adapt quickly to new tools and systems. I’m ready to assist you and make your workload easier.

Top Skills

Experience: 5 - 10 years

Experience: 5 - 10 years

Other Skills

Experience: Less than 6 months

Experience: 5 - 10 years

Excellent English communication skills (written and verbal) Strong customer service and interpersonal skills Organized, detail-oriented, and able to multitask Experience with data entry and administrative support Proficient in Google Workspace and Microsoft Office Familiarity with CRM systems and insurance software is a plus Ability to work independently and manage time effectively Fast learner with problem-solving skills Reliable internet connection and computer setup Ability to handle confidential information professionally

Experience: Less than 6 months

CRM Software Proficiency – Understanding and using platforms like Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, or other CRM tools like AMS360, Applied Epic, & BindHQ.

Experience: 2 - 5 years

Experience: 5 - 10 years

Basic knowledge

Experience: 2 - 5 years

Basic Information

Age
47
Gender
Female
Website
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Address
Arayat, Pampanga
Tests Taken
IQ
Score:  71
DISC
Dominance: 106
Influence: 30
Steadiness: 25
Compliance: 10
English
B2(Upper Intermediate)
Government ID
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