Insurance Virtual Assistant| 3+ Years in Personal Lines Insurance

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Overview

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

at $4.99/hour ($480.00/month)

Bachelor of Science in Management Accounting
(Graduate 2022)

Last Active

June 25th, 2026 (yesterday)

Member Since

September 25th, 2020

Profile Description

Hello! I am a reliable General Virtual Assistant with over 3 years of experience in the insurance industry, specializing in administrative support, data entry, and customer service for insurance agencies.

I manage auto, homeowners, and renters insurance accounts from quoting to binding, renewals, and ongoing policy servicing. I am highly detail-oriented, well-organized, and trusted with handling confidential client and policy information accurately and professionally.

Insurance & Administrative Tasks

*Insurance quoting, binding, renewals, and policy servicing
*Policy updates and endorsements
*Processing ACORD forms
*Document review and compliance checks
*Client follow-ups and account maintenance
*Claims support
*CRM management
*Email and calendar management
*Workflow coordination and team support

Insurance Systems & Software

*NowCerts
*HawkSoft
*Agency Matrix
*EZLynx
*DocuSign
*Hubspot

Productivity & Work Tools

*Google Workspace
*Microsoft Office
*Keap
*Dropbox
*Trello
*Slack
*Zoom
*RingCentral
*GoHighLevel

I am dependable, easy to work with, and focused on delivering high-quality virtual support in fast-paced remote environments. I am seeking a long-term opportunity as a Virtual Assistant, Insurance Virtual Assistant, or Account Support Specialist, where I can contribute to business growth while providing excellent customer service.