I help businesses save time, stay organized, and scale smoothly by taking care of the essential tasks behind the scenes.
Here’s what I bring to the table;
** Administrative and Project Support – Skilled at organizing workflows, managing schedules, preparing reports, and ensuring smooth day-to-day operations.
** Customer Service and Communication – Experienced in handling 500+ calls daily, managing client accounts, and delivering solutions with professionalism and empathy.
** Data & System Management – Accurate and efficient in CRM/EMR systems, Google Workspace, Microsoft Office, Xero, and healthcare benefit processing (ACA & Medicare compliance).
** Recruitment & Onboarding – Hands-on experience in screening applicants, conducting orientations, and assisting in end-to-end hiring processes.
** Creative & Tech Savvy – Proficient in Canva for basic design, WIX for landing page management, and tools like Trello, Notion,
My strength lies in being a fast learner, adaptable, and proactive problem-solver who thrives in fast-paced remote environments. Whether you need someone to manage client communication, streamline processes, or provide back-end support, I ensure tasks are done with accuracy, effectiveness, and a smile.
Let's work together to lighten your workload and help your business grow!
Experience: 6 months - 1 year
-Graphic Design -Schedule post -Video creation for reels
Experience: 6 months - 1 year
-Conduct research and data entry -Manage and organize files and sheets -Maintain clean and accurate information and data -Save and store files for safety
Experience: 6 months - 1 year
· Manage schedule for appointments with clients and agents · Set up Zoom meeting rooms and make sure google calendar synced accordingly · Assist with onboarding new agents · Ensure that licenses remain updated and in compliance within all operating states and appointed carriers · Update tracking systems for production and follow through with client delivery documents · Update tracking systems new agents’ processes in licensing and registrations with carriers · Produce flyers for events and announcements · Keep spreadsheets updated for goals and office contests · Assist in communicating with clients or financial companies to complete client applications, process paperwork, and deliver necessary signatures · Maintain confidential information private and secure · Ensure commissions are paid appropriately
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: Less than 6 months
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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