Insurance Virtual Assistant | Administrative Support

Verified

With Timeproof

Overview

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

at $9.00/hour ($1,584.00/month)

Associate Degree

Last Active

December 12th, 2024 (6 days ago)

Member Since

June 25th, 2018

Profile Description

Hi, thanks for checking in! I'm Upgrade to see actual info. I’ve been a virtual assistant for over 4 years now. My expertise lies in doing admin works, managing tasks, organizing schedules, and handling communications to help streamline your day-to-day operations with a focus on efficiency and a keen eye for detail.

I can be your Executive Virtual Assistant or your Virtual Assistant for your Insurance Agency. I am a knowledgeable Insurance Agency Virtual Assistant who can seamlessly navigate platforms like HawkSoft, Agency Zoom, and different carrier websites while efficiently managing tasks across various carrier websites. My areas of expertise include:
1. Endorsements: Managing policy changes and updates to meet client needs.2. Renewals: Overseeing policy renewals to maintain client retention.3. Invoicing: Managing invoicing processes to ensure accurate billing.4. Document Generation: Creating necessary documents from carrier websites. Creating ACORD forms and Certificate of Insurance.5. Administrative Tasks: Providing comprehensive support to streamline operations.
I work with US based business owners, executives, and teams across various industries. I'm here to support you in achieving your goals and making your work life a bit easier. Looking forward to working together!