I help insurance agencies and admin teams stay organized by managing underwriting documents, policy data, client follow-ups, and compliance tasks with accuracy and attention to detail. With experience as an Underwriting Senior Assistant, I understand documentation-heavy environments and confidentiality.

Hi there, and thank you for visiting my profile!
I help insurance agents, clients, and insureds save time, stay organized, and streamline their daily operations.
With over 2 years of experience as a Virtual Assistant in the insurance industry, I provide reliable back-office support—so you can focus on growing your business while I help drive results.
Here’s how I can support you:
• Quoting (Personal & Commercial Lines) • Policy Endorsements & Cancellations • Certificate of Insurance (COI) Processing • Renewals & Mortgage Updates • Payment Reminders • Client Information Management • Underwriting Support • Inbound & Outbound Calls
Tools & Platforms: • EZLynx • eVo
• MS teams
• Excel
• Outlook
• Insuredmine
Carrier Experience: I am experienced working with multiple insurance carriers, including: Bristol West, National General, SageSure, Swyfft, Travelers, Cypress, Thore, RHP, Nationwide, and more.
I’m committed to being more than just a Virtual Assistant—I aim to be a dependable partner who contributes to your success.
Let’s work together and build something great!

Stop drowning - I've got the boat

Skilled Accounting Officer (AP & AR)
Experienced Inventory Manager
A+ Underwriting Assistant

Here’s how I save your day


Bookkeeping You Can Count On:

I provide the financial clarity you need to make informed business decisions. By managing your data with meticulous precision, I ensure your business’s financial health is always organized and audit-ready.

How I make your life easier:
*Recording transactions
*Maintaining ledgers
*Reconciling accounts.
*Managing invoices
*Handling AP/AR.
*Budgeting
*Forecasting
*Monitoring cash flow.
*Implementing internal controls
*Audit assistance.

Operations & Inventory Management :
I streamline your supply chain to eliminate inefficiencies and protect your bottom line. From procurement to final delivery, I ensure your operations run on a schedule of precision and cost-effectiveness.

How I make your life easier:
*Supplier coordination
*Purchase order management.
*Shipping coordination
*Shipment tracking.
*Stock level monitoring
*Physical audits
*Data analysis.

Underwriting Efficiency Partner:
I handle the high-stakes details of risk assessment and policy management so your business stays compliant and agile. I provide the strategic support needed to optimize your decision-making.

The details I handle for you:
*Detailed risk assessment
*Quality assurance.
*Policy processing, renewals and endorsements.
*Documentation and high-level administrative support.
*Data management


Tool and Software

Intuit QuickBooks
QuickBooks Online
Xero
Peachtree Accounting
Stipe
Microsoft Office Suite (Word, Excel, Powerpoint)
Google Suite (Gmail, Calendar, Drive, Sheet, Meet)
Google Earth Pro
Thunderbird
AS400
BG
Adobe Acrobat Reader
DocuSign
Trello
Asana
Miro
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Slack
Zoom
Canva

Take the first step towards a more organized and productive life. Contact me today to discuss how I can assist you in achieving your goals.

Click the "Invite to Job" button
Drop a personalized message, and let's explore how I can assist you effectively.

*Cost-Effective and Tech-Savvy
*High Speed Internet and Devices
*Time Zone alignment and Data Security

See how I can help you grow your business??

EXECUTIVE ASSISTANCE

I will ensure efficiency and reliability of my service on the following:

Executive & Strategic Support

- Provide high-level administrative and strategic support to senior executives
- Manage complex calendars, priorities, and scheduling conflicts
- Act as a gatekeeper for calls, emails, and meetings
- Anticipate executive needs and proactively solve issues

Communication, Coordination, Meetings and Liaison

- Serve as the main point of contact between the executive and internal/external stakeholders
- Ensure timely follow-ups and clear communication
- Plan and coordinate meetings, board meetings, and off-sites
- Prepare agendas, briefing materials, and presentations
- Record minutes, track action items, and ensure completion

Project & Operations Support

- Coordinate cross-functional projects and deadlines
- Track deliverables and provide status updates
- Assist with process improvement and operational efficiency

Confidential & Administrative Management

- Handle sensitive and confidential information with discretion
- Manage documents, contracts, and records
- Process expenses, invoices, and basic budgeting

Event Management, Research & Reporting

- Prepare detailed itineraries and executive briefings
- Coordinate executive participation in events and conferences
- Conduct research and compile data for executive decision-making
- Prepare reports, summaries, and executive-level insights

ADMINISTRATIVE ASSISTANCE

Administrative & Office Support

- Provide general administrative support to teams or managers
- Answer phones, manage emails, and handle correspondence
- Schedule meetings and maintain calendars
- Prepare and organize documents and files

Clerical & Data Tasks
- Perform data entry and maintain accurate records
- Prepare reports, spreadsheets, and basic presentations
- Handle filing systems (digital and physical)
- Process mail and deliveries

Office Coordination

- Assist with onboarding paperwork and basic HR tasks
- Support office events and meetings

Customer & Internal Support

- Respond to routine inquiries and direct requests appropriately
- Support communication between departments

Financial & Operational Support

- Assist with expense reports

CREDIT UNDERWRITING

Borrower Assessment and Creditworthiness Decision
I will ensure efficient assessment and evaluation based on :

- Conduct KYC (Know Your Customer )
- Credit Evaluation based on applicant?s identity, financial stability, income, employment, and repayment capacity.
- Credit history, credit scores, and past delinquencies reviews
- Credit Approval -based on risk appetite and policy
- Credit Limits and Decision

DOCUMENTATION AND APPROVAL WORKFLOWS

- Credit Memos: Preparation and Approvals
- Loan Documentation

POST-APPROVAL MONITORING

- Track borrower performance, compliance, and early warning signals.
- Support reviews, renewals, restructurings, or exits.

TOOLS / APPS USED TO SCALE YOUR BUSINESS:

- LOANS OPERATION SYSTEM/ FINNONE/ FINSURGE
- T24/ CREDIT SCORING
- TRANSUNION and Other Credit Bureau
- Canva
- Zoom
- Skype
- Microsoft Office Suite - SharePoint, Power Automate, Excel, Word
and PowerPoint
- Google Productivity Tools (Sheet, Drive, Word etc.)

Previously worked as a banker with 13 years of solid experience in Administration, Underwriting, Vendor Management and Sales, I am pretty much plug and play, with minimal setup needed.
If you have a software that you prefer, I am very much tech-savvy and can pick it up right away.

**If you think that I'm the right fit for you, send me a message and fill me in or let me know of the good time to call you, for a quick discovery call.

Thank you.

Marco

I am an Insurance Virtual Assistant with 4+ years of experience in US Insurance operations, specializing in claims processing, underwriting support, and policy administration.

I have hands-on experience managing the full policy lifecycle, including new business, renewals, endorsements, cancellations, and policy issuance. I also handled policy and quote data migration, ensuring accuracy and data integrity across systems.

In my previous role, I worked in a high-volume environment where I processed up to 1,000–2,000 transactions monthly, including 300+ claims requests and 500–600 policy quote migrations. I also managed shared mailboxes, handled up to 90% of daily workload, and supported Underwriting teams by ensuring accurate documentation and timely processing.

I am detail-oriented, organized, and able to work independently with minimal supervision. I focus on delivering accurate, compliant, and efficient support to help streamline insurance operations.

I am now transitioning into a long - term remote role where I can apply my experience to support insurance agencies, brokers, and service providers with reliable back-office and operational support.

Highly analytical and detail-oriented professional with a unique background blending mortgage underwriting/processing with clinical patient care. Expert in risk assessment, regulatory compliance, and complex documentation, with a proven ability to educate and guide clients through high-stakes decisions.

Proactive and results-driven professional with 5+ years of experience in Title Insurance (Title Examining) and 8+ years
of experience in General Insurance (Financial Lines), recognized for streamlining processes, improving efficiency, and
delivering high-quality outcomes under tight deadlines. Skilled in project coordination, time management, cross-
functional collaboration, and problem-solving. Adept at leveraging organizational tools, data analysis, and strategic
planning to support business objectives and drive measurable growth. Committed to fostering a synergistic work
environment that benefits both the organization and personal career development.

Hi! I’m Marinel — your future go-to Virtual Assistant who can help you stay organized, handle customers professionally, and manage your data and financial processes with accuracy.I don’t just complete tasks — I make your workflow smoother, your customers happier, and your business more efficient.


What I Can Do for You

Virtual Assistant & Admin Support
•Manage and organize your data, files, and records.•Handle repetitive admin tasks so you can focus on growth.
•Ensure everything is accurate, updated, and easy to track.


Data Entry & Data Management (Accuracy You Can Trust)
•Fast and error-free data encodingMaintain and clean databases.
•Handle sensitive information with full confidentiality.


Customer Support & Sales Assistance
•Respond to inquiries in a friendly, professional way.
•Resolve customer issues efficientlyTurn conversations into conversions through clear communication.
•Build positive relationships with your clients.


Loan Processing & Financial Support
•Review loan applications and assess riskAnalyze financial documents and credit profiles.
•Help ensure decisions are accurate and aligned with guidelines.
•Support businesses dealing with lending, MCA, or financial services.


Why Clients Choose Me
-Detail-oriented and highly organized.
-Strong communication and problem-solving skills.
-Reliable, consistent, and deadline-driven.
-Able to handle pressure and complex tasks.
-Committed to delivering quality results every time.


Fast Learner — Ready for Any Task

Even if my experience doesn’t perfectly match what you're looking for, I’m highly adaptable and eager to learn. I can quickly understand new tools, systems, and processes—and confidently go from beginner to expert with dedication and minimal supervision.


Let’s Grow Your Business Together

If you need someone dependable who can support your daily operations, take care of your customers, and handle your data with precision — I’m ready to help.


Send me a message, and let’s get started!

I'm an experienced Customer Associate with a strong background in handling a wide range of customer concerns—including those related to mortgage services. I have successfully managed complex and difficult situations by identifying the root cause of issues, finding effective solutions, and ensuring timely resolution. My experience includes supporting customers through mortgage-related inquiries, resolving service or product issues, and maintaining clear and professional communication throughout the process.

I’m confident under pressure, have solid knowledge of Microsoft Office tools, and pride myself on delivering excellent customer service with strong communication skills. My goal is always to make the mortgage experience smoother and less stressful for clients by offering practical support and reliable follow-up.

Detail-oriented professional with experience in data entry, data analysis, underwriting support, and application processing. Skilled in managing and organizing large sets of data while ensuring accuracy, consistency, and efficiency.

Experienced in using CRM and insurance management systems such as Salesforce, Applied Epic, Agency Matrix, AMS 360, and IMS to manage records, review applications, and maintain organized client data.

Strong skills in data validation, spreadsheet management, reporting, and database updates. Comfortable working with Microsoft Excel, internal systems, and digital tools to process and analyze information efficiently.

Known for being reliable, organized, and detail-oriented, with the ability to work independently, meet deadlines, and maintain high standards of data accuracy.

Hi, I’m Exequiel — an experienced Insurance Virtual Assistant with a strong background in underwriting support, customer service, and policy servicing.

I help insurance agencies and brokers manage daily operations efficiently by handling quoting, endorsements, renewals, and client communication with accuracy and speed.

Here’s what I can do for you:
Insurance quoting (commercial & personal lines)
Policy servicing (endorsements, cancellations, reinstatements, renewals)
ACORD forms and application processing
Certificates of Insurance (COI) creation
CRM management and documentation
Billing support, invoicing, and payment follow-ups
Customer support via phone, email, and chat
Tools I’ve used:

Applied Epic, EZLynx, AMS360, QQ Catalyst, Salesforce, Zendesk, Freshdesk, 8x8

I’m detail-oriented, reliable, and able to work independently with minimal supervision. I make sure tasks are done correctly the first time.

If you’re looking for someone who understands insurance workflows and can reduce your workload—I’m ready to help.

Hi! Welcome to my profile.

I am an experienced Insurance Virtual Assistant with a strong background supporting U.S. based insurance agencies in both Commercial and Personal Lines. Brings 9+ years of additional experience in data entry, quality assurance, order processing, documentation review, and administrative support for U.S. and Australian clients.

Over the past several years, I have assisted agents, account managers, and underwriting teams with policy servicing, renewals, endorsements, ACORD forms, COIs, client communication, underwriting support, and administrative operations.

Proficient in agency management systems and insurance platforms including HawkSoft, EZLynx, BindHQ, PL Rater, Neon Salesforce, and carrier portals. Experienced in managing policy updates, payment processing, renewal reviews, claims documentation, and maintaining accurate insurance records.

Known for strong attention to detail, organization, reliability, and the ability to work efficiently in fast-paced remote environments while delivering high-quality support to clients and insurance teams.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Experienced Healthcare Account Specialist | Data Entry | Medicare Part D Knowledge | Transitioning to VA Role

Experienced Insurance Operations and Administration Specialist with over 8 years of expertise in customer service,underwriting support, claims evaluation, and compliance. Certified CCXP, ACS, and ALMI, with a strong track record in managing new business processing, after-sales transactions, and escalation handling. Adept at coordinating remote workflows, resolving client concerns, and streamlining administrative systems. Currently seeking a role in Insurance Operations or as a Virtual Assistant, where I can contribute to operational excellence and client satisfaction.