Hi! I’m
I specialize in managing client communications, preparing insurance documents, handling policy servicing tasks, and providing reliable daily support for executives. My goal is to make operations smoother, ensure clients feel cared for, and help leaders stay focused on high-value tasks.
What I Can Do for You:
Insurance Support (P&C – Home, Auto, Condo, Dwelling Fire)
- Preparing quotes, proposals, COIs, renewals and endorsements
- Processing client requests via
- Following up on carriers and underwriting requirements
- Managing AMS tools (Ezlynx / Hawksoft / QQ)Identifying basic cross-selling opportunities
Executive Assistant Support
- Calendar management, appointment setting and reminders
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- CRM updates and task tracking
- SOP creation and documentationResearch, reporting and data organization
Communication & Customer Care
- Professional, client-facing communication
- Handling escalations with clarity and empathy
- Accurate message taking and timely follow-through
Tools I Use Daily:
- Ezlynx, AMS360 (basic), Salesforce, Google Workspace, Outlook
- 8x8, RingCentral, Zoho, Slack, MS Teams
- ChatGPT, Gemini for drafting messages and process optimization
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 1 - 2 years
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
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