I am an experienced Virtual Assistant Specialist with a strong background in the insurance industry, specifically in back-office support for US-based insurance brokers and agents.

My role covers a wide range of tasks across the five stages of the insurance process. These include:
- Completing ACORD forms for both Personal and Commercial Lines to be submitted to underwriters
- Quoting policies directly through carrier websites
- Preparing binding paperwork and issuing certificates of insurance
- Processing endorsements, renewals, cancellations, premium payments, and claims
- Experience with EZLynx, AMS360 and Agencyzoom
- I have a solid understanding of US Property and Casualty Insurance fundamentals. I am proficient in English, both written and verbal, and can communicate clearly and effectively.

I am reliable, adaptable, and possess strong interpersonal skills. I am always eager to learn, receptive to instructions, and committed to delivering quality work with minimal supervision.

For any additional details regarding my qualification and expertise, Kindly click the link of my resume below.

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I have helped business owners and individuals with everyday tasks, including
administrative support, building landing pages, and graphic design, since 2021.

If you are looking for a VA to manage your daily tasks so you can focus on the
bigger picture, I am here to help. I take care of the details so you can focus on
growing your business.

Customer Success Specialist with proven experience in SaaS support, onboarding, and subscription management. Skilled in Stripe, Chargebee, and Zendesk, with strong proficiency in HubSpot, ClickUp, and Google Workspace. Adept at resolving customer inquiries, managing billing operations, and driving client satisfaction and retention in remote, fast-paced environments.

Customer Support and Operations Specialist with 6 years of BPO experience supporting US, UK, and Australian clients across customer service, insurance, fintech, cryptocurrency, vehicle rental, telecommunications, and technical support. Experienced in handling voice, chat, and email support, account inquiries, billing concerns, technical troubleshooting, reservations, payment issues, policy-related concerns, KYC processes, and platform support.

With 3 years of experience as a Senior Associate, I have developed strong problem-solving, communication, multitasking, and escalation management skills while consistently meeting quality, productivity, and SLA targets. Proficient in CRM and ticketing systems, Microsoft Excel, Google Workspace, data management, and customer support platforms, with experience maintaining accurate documentation and handling complex customer concerns.

I am a reliable, detail-oriented, and adaptable professional who can work independently, manage multiple priorities, and provide professional and empathetic customer support. I am eager to bring my customer service, technical support, and operations experience to a remote role where I can contribute to a positive customer experience and the overall success of the organization.

Xactimate Specialist, Insurance Claims Analyst, Estimator, General Virtual Assistant

I worked as an Estimator for a restoration company based in Texas, preparing Xactimate estimates, reviewing scopes, and supporting restoration projects.

I also worked as a CSR for another restoration company based in New York, working closely with Project Managers, homeowners, insurance companies, and vendors to coordinate projects and manage claim-related tasks.

I have experience with Xactimate, Symbility, Alacrity, Encircle, Matterport, MagicPlan, Google Workspace, and Microsoft Office. I can assist with estimating, claims coordination, documentation, customer support, project management assistance, and general administrative tasks.

A results-driven Virtual Assistant with 8 years of experience, based in the Philippines. Skilled in Personal and Commercial Lines Insurance, I provide dependable administrative and insurance support, ensuring accuracy, efficiency, and exceptional service.

Hi, I’m your reliable Virtual Assistant with a passion for excellence and results! I specialize in insurance quoting, document organization, and exceptional customer service, always making sure your policies and clients are well taken care of. I'm also skilled in social media management, helping boost your brand's online presence. With my punctuality, leadership, and adaptability, I thrive in fast-paced settings and work with a proactive mindset to support your success every step of the way!
Let’s make things happen — together!

I am a reliable and detail-oriented Virtual Assistant with 2 years of VA experience and 5 years of BPO customer service experience. I have experience providing administrative support, customer service, e-commerce assistance, data management, order processing, and handling customer inquiries through both voice and non-voice channels.

My background includes supporting Amazon/e-commerce operations and insurance-related processes, where I developed strong skills in managing information, updating records, following procedures, coordinating with different teams, and resolving customer concerns efficiently. I am comfortable learning new tools and systems and can work independently while maintaining accuracy and professionalism.

I am organized, adaptable, and committed to providing dependable support that helps clients manage their daily tasks and improve their overall workflow. I am currently seeking a full-time Virtual Assistant opportunity where I can contribute my skills and continue growing professionally.

data entry
knows about excel, word and powerpoint

Hello and thank you for visiting my profile!

I’m an experienced Insurance Processing and Broker Support professional with more than 10 years of insurance experience, including 5+ years supporting Australian general insurance and 5+ years in Canadian life insurance.
In my most recent role, I provided back-office support to an Australian insurance client, handling end-to-end policy processing for domestic/personal lines, including quotes, new business, policy setup, renewals, endorsements, cancellations, invoicing, Certificates of Insurance, and policy documentation.

My Australian insurance experience includes Home, Landlord, Motor, Standalone Bike, Sports Liability, and Business Pack insurance. I also have experience with renewal processing, quote comparisons, insurer and underwriter coordination, claims lodgement, debtor follow-ups via email and SMS, document preparation, and supporting brokers with day-to-day administrative tasks.

I have worked with various insurance and business systems, including SCTP, Sunrise, iBais, CBS, Officetech, Fortix, Blue Screen, Hunter Premium Funding, NAB, Outlook, SharePoint, and SMS platforms. I am also comfortable using Microsoft Outlook, Word, Teams, and Excel.

Prior to my Australian insurance experience, I worked in Canadian life insurance processing, handling policy and contract documentation, new business screening and encoding, member eligibility and benefits, notices, booklets, and other insurance-related administrative processes.

I also have previous experience in real estate administration and customer serv
ice, which further developed my organizational, communication, documentation, and client-support skills.

I am detail-oriented, organized, dependable, and comfortable working independently in a remote environment. I am particularly interested in remote opportunities involving insurance processing, broker support, administrative support, data processing, and other back-office roles.

Thank you for taking the time to view my profile. I look forward to the opportunity to work with a professional team and contribute my experience and skills to your business.