Insurance / Admin / CSR / VA / Assistant

Overview

Looking for part-time work (4 hours/day)

at $6.00/hour ($528.00/month)

Bachelors degree

Last Active

December 28th, 2024 (2 days ago)

Member Since

August 15th, 2021

Profile Description

Hello, I’m a capable and reliable Virtual Assistant with over 2 years of experience, ready to support you with your projects. I am dedicated to providing great assistance to help businesses thrive. Let’s work together to achieve your goals and make your work life easier.

As a Virtual Assistant with specialized experience in the insurance industry, I have spent the past 2 years handling a variety of responsibilities. These have included data entry, insurance application processing, quoting, and lead management. I have entered customer and policy information into AMS, created invoices, managed client follow-up, and performed a wide range of administrative tasks.

Additionally, I have experience sending documents to be signed via DocuSign, as well as distributing documents to insureds and mortgagees upon request. I also handle communication by responding to insureds’ texts and emails, providing updates, answering inquiries, and assisting with any necessary follow-up. I have also been responsible for uploading files to insurance carriers, downloading documents from carrier platforms, ensuring proper documentation management, and checking and processing endorsement downloads. I ensure all necessary actions are taken promptly and efficiently.

Furthermore, I hold a degree in Psychology and have completed internships in both field and educational settings, where I gained valuable experience in various office tasks.

Here are some of my skills that will be helpful for your projects: 

Data Entry:
• Proficient in data entry software and tools 
• Skilled in uploading documents to insurance carriers and retrieving files from their platforms
•Accurate and efficient typing skills 
• Strong attention to detail and ability to maintain data integrity 
• Familiarity with data management systems and databases 

Communication Skills:
•Strong written communication skills for interacting with clients, mortgagees, and carriers via email and other platforms

Administrative Support: 
• Experience in providing administrative support to teams 
• Strong organizational skills to maintain files, documents, and records 
• Familiarity with office software 
• Proficient in handling insurance-specific administrative tasks, such as policy documentation management, uploading/downloading files from carrier platforms, and entering data into AMS.

Lead Management: 
• Proficient in CRM software (Agency Zoom, EZLynx, and Hawksoft) to track and manage leads 
• Ability to prioritize and follow up on leads in a timely manner 
• Understanding of lead scoring and segmentation techniques 

Client Follow-up: 
• Strong organizational skills to manage follow-up tasks and deadlines 
• Proficiency in email and phone communication for effective client follow-up 

Pre-Quoting: 
• Knowledge of insurance products and policies 
• Ability to gather necessary information from clients 
• Familiarity with insurance quoting systems and tools 
• Attention to detail to ensure accurate pre-quoting information 
• Ability to review and verify information for completeness and accuracy

Organization and Time Management:
• Good organizational skills to prioritize tasks and meet deadlines 
• Good attention to detail to ensure accuracy and efficiency in work 

If you are looking for a dedicated Virtual Assistant who can handle various administrative tasks, manage data entry efficiently, and assist with insurance-related processes, I would love to collaborate with you. I look forward to discussing how I can best support your needs and contribute to the growth of your business. 

Feel free to reach out to me. I am excited to connect and discuss how I can contribute to your success!