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!
Experience: 1 - 2 years
I have hands-on experience working with U.S.-based insurance clients, particularly in Texas, where I handle a wide range of policy servicing tasks. My responsibilities include processing endorsements, managing policy cancellations, issuing Certificates of Insurance (COIs), and preparing insurance quotes. I am proficient in working with multiple insurance carriers such as Bristol West, Nationwide, SageSure, Swyfft, Thore, and Cypress, among others. I am detail-oriented, efficient in handling client requests, and capable of managing high-volume workloads while maintaining accuracy and compliance.
Experience: 1 - 2 years
I have a background in public service in the Philippines, working with Department of Health (DOH) and Department of Labor and Employment (DOLE). I supported COVID-19 response efforts by assisting patients, managing vaccination documentation, issuing vaccination cards, and accurately encoding patient data into government systems. This experience enhanced my attention to detail, empathy, and ability to work in high-pressure environments.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
SEE MORE REAL RESULTS“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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