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
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
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.
Experience: 5 - 10 years
Experience: 5 - 10 years
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
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