Virtual Assistant/Agent Support | Underwriting Assistant

I have experience providing chat support, responding to customer inquiries in a clear, friendly, and professional manner. I handle multiple chats efficiently, follow guidelines, and ensure accurate information is provided while maintaining a positive customer experience. I am detail-oriented, responsive, and comfortable using chat platforms and digital tools in a fast-paced remote environment.

I have strong typing skills with an average speed of 80–90 WPM, allowing me to complete tasks quickly and accurately. This helps me handle data entry, documentation, and online tasks efficiently while maintaining attention to detail.

I have over three years of experience as a Virtual Assistant in the U.S. life insurance industry, supporting agents with underwriting assistance and carrier matching. My work includes reviewing client medical histories and prescriptions, identifying suitable carriers and products (term, IUL, FEX/whole life), assisting with applications, and ensuring data accuracy and confidentiality. I help agents save time by providing reliable pre-underwriting support and organized client information. I’m detail-oriented, quick to learn new systems, and comfortable working remotely in fast-paced environments.

I have over three years of experience as a Virtual Assistant in the U.S. life insurance industry, providing underwriting support and carrier matching for licensed agents. I review client medical histories, prescriptions, and basic risk details to help identify suitable carriers and products such as term, IUL, and final expense/whole life. I also assist with applications, organize client information, ensure data accuracy, and handle sensitive information with confidentiality. I am reliable, detail-oriented, and comfortable working remotely in a fast-paced environment.

I have experience providing administrative support in a remote setting, handling daily tasks such as organizing files, managing communications, and supporting team operations. I’ve worked with platforms including Slack, Discord, Freshdesk, Google Workspace, Canva, and Zoom, using them to coordinate tasks, manage support requests, create basic visual materials, and communicate efficiently with team members and clients. I am organized, detail-oriented, and quick to adapt to new tools and workflows.