Cherry

P&C Insurance Virtual Assistant (APPLIED EPIC,QQ Catalyst, EZLynx) | ADMIN | ACC

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Overview

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

at $5.80/hour ($1,120.00/month)

Bachelors degree

Last Active

July 18th, 2026 (3 days ago)

Member Since

August 4th, 2024

Profile Description

Detail-oriented P&C Insurance Virtual Assistant with experience supporting U.S. insurance agencies through policy servicing, quoting, endorsements, renewals, COI processing, and accurate insurance data entry. Proficient in Applied Epic, QQ Catalyst, and EZLynx, with experience managing carrier portals, policy documentation, and client records.

In addition to insurance operations, I provide administrative and accounting support, including bookkeeping, accounts payable/receivable, bank reconciliation, Excel reporting, Google Sheets, and data entry. I am organized, reliable, and committed to delivering accurate work while meeting deadlines.

Core Skills: Applied Epic, QQ Catalyst, EZLynx, Insurance CSR, Policy Servicing, COIs, Endorsements, Renewals, Customer Service, Bookkeeping, Accounting, Data Entry, Microsoft Excel, Google Workspace, Administrative Support.

Top Skills

Accounting » Bookkeeping

Experience: 1 - 2 years

I specialize in bookkeeping tasks, including managing accounts payable and receivable, preparing financial statements, and ensuring precision in all financial operations. My expertise extends to using accounting software such as QuickBooks and XERO, making financial processes seamless for the businesses I work with.

Professional Services » Management Services » Customer Support Management

Experience: 5 - 10 years

In previous role as Customer Service support and Sales Specialist, I honed my skills in responding to customer inquiries and providing timely assistance. This diverse background has equipped me with a comprehensive understanding of both financial management and customer relations.

Professional Services » Management Services » Sales Management

Experience: 2 - 5 years

Dedicated Sales Specialist with expertise in identifying sales opportunities, building client relationships, and achieving revenue targets. Strong analytical and communication skills, with a focus on delivering solutions that meet customer needs and drive business success.

Other Skills

Accounting » Xero

Experience: Less than 6 months

I acquired this skills through online bookkeeping course where we are given an actual case and hands-on experience from creating Account to Bank Reconciliation and Financial Reports. I am Xero Advisor Certified.

Accounting » Quickbooks

Experience: Less than 6 months

I acquired this skills through online bookkeeping course where we are given an actual case and hands-on experience from creating Account to Bank Reconciliation and Financial Reports.

Office and Administration » Data Entry

Experience: 2 - 5 years

As an accounting and Sales Analyst, I pride myself on being detail-oriented, ensuring that every financial record is accurate and every transaction is properly accounted for.

Design » Graphic Design » Canva

Experience: 1 - 2 years

I acquired this skill through my previous job where I have to present weekly my sales analysis and I used Canva to make my presentation.

Basic Information

Age: 35

Gender: Female

Website: Sign Up with Pro Account to View

Address: Cagayan de Oro City, Misamis Oriental

Tests Taken: IQ
Score: 113: DISC
Dominance: 34
Influence: 17
Steadiness: 27
Compliance: 22: English
C1(Advanced)

Government ID: Sign Up with Pro Account to View

“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”