Elthon

Insurance Virtual Assistant | Applied Epic | Policy Servicing, CRM & Client Supp

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Overview

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

at $4.13/hour ($800.00/month)

High school diploma

Last Active

May 31st, 2026 (8 days ago)

Member Since

July 29th, 2025

Profile Description

I help insurance agencies stay organized, responsive, and efficient by managing administrative workflows, CRM updates, and client communication.
With hands-on experience in insurance support, I specialize in:
• Policy servicing (updates, endorsements, renewals)
• CRM management using Applied Epic
• Client communication (inbound & outbound)
• Document processing and organization
• Accurate data entry and record maintenance
I’m used to working in fast-paced, detail-oriented environments where timelines and accuracy are critical.
In addition, I am currently expanding my skills into real estate virtual assistance. I’ve been learning and practicing core workflows such as:
• Lead management and CRM organization
• Follow-up systems for prospects
• Basic real estate pipeline tracking
• Appointment scheduling and coordination
My background in structured CRM systems and client communication allows me to quickly adapt to real estate processes and support agents effectively.
I am reliable, detail-oriented, and committed to delivering consistent, high-quality work.
If you’re looking for someone who can support your insurance operations or assist in managing real estate leads and admin tasks, I’d be glad to help.

Top Skills

Office and Administration » Admin Data Processing

Experience: 1 - 2 years

Office and Administration » Email Handling

Experience: 1 - 2 years

Office and Administration » Data Entry

Experience: Less than 6 months

Other Skills

Customer Support » Insurance

Experience: 1 - 2 years

I have hands-on experience supporting insurance operations, including policy updates, endorsements, and client communication. I use CRM tools like Applied Epic to manage client records, track changes, and ensure data accuracy. I am comfortable handling inquiries, processing documents, and supporting day-to-day administrative tasks in a fast-paced environment.