Elthon
Insurance Virtual Assistant | Applied Epic | Policy Servicing, CRM & Client Supp
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $4.14/hour ($800.00/month)
High school diploma
Last Active
May 31st, 2026 (9 days ago)
Member Since
July 29th, 2025
Profile Description
I help insurance agencies stay organized, responsive, and efficient by managing administrative workflows, CRM updates, and client communication.
With hands-on experience in insurance support, I specialize in:
• Policy servicing (updates, endorsements, renewals)
• CRM management using Applied Epic
• Client communication (inbound & outbound)
• Document processing and organization
• Accurate data entry and record maintenance
I’m used to working in fast-paced, detail-oriented environments where timelines and accuracy are critical.
In addition, I am currently expanding my skills into real estate virtual assistance. I’ve been learning and practicing core workflows such as:
• Lead management and CRM organization
• Follow-up systems for prospects
• Basic real estate pipeline tracking
• Appointment scheduling and coordination
My background in structured CRM systems and client communication allows me to quickly adapt to real estate processes and support agents effectively.
I am reliable, detail-oriented, and committed to delivering consistent, high-quality work.
If you’re looking for someone who can support your insurance operations or assist in managing real estate leads and admin tasks, I’d be glad to help.
Top Skills
Office and Administration » Admin Data Processing
Experience: 1 - 2 years
Office and Administration » Email Handling
Experience: 1 - 2 years
Office and Administration » Data Entry
Experience: Less than 6 months
Other Skills
Customer Support » Insurance
Experience: 1 - 2 years
I have hands-on experience supporting insurance operations, including policy updates, endorsements, and client communication. I use CRM tools like Applied Epic to manage client records, track changes, and ensure data accuracy. I am comfortable handling inquiries, processing documents, and supporting day-to-day administrative tasks in a fast-paced environment.
Customer Support » Insurance » Car Insurance
Experience: 1 - 2 years
I have hands-on experience supporting insurance operations, including policy updates, endorsements, and client communication. I use CRM tools like Applied Epic to manage client records, track changes, and ensure data accuracy. I am comfortable handling inquiries, processing documents, and supporting day-to-day administrative tasks in a fast-paced environment.
Customer Support » Insurance » Home Insurance
Experience: 1 - 2 years
I have hands-on experience supporting insurance operations, including policy updates, endorsements, and client communication. I use CRM tools like Applied Epic to manage client records, track changes, and ensure data accuracy. I am comfortable handling inquiries, processing documents, and supporting day-to-day administrative tasks in a fast-paced environment.
Customer Support » Insurance » Applied Epic
Experience: 1 - 2 years
Experienced in navigating Applied Epic for client records, policy updates, and document management, ensuring accurate and organized data.
Real Estate » Cold Calling
Experience: Less than 6 months
Office and Administration » Microsoft Excel
Experience: Less than 6 months
Office and Administration » Microsoft Word
Experience: Less than 6 months
Office and Administration » Calendar Management
Experience: Less than 6 months
Office and Administration » Personal Assistant
Experience: Less than 6 months
Customer Support » Back Office Support
Experience: 1 - 2 years
Real Estate
Experience: Less than 6 months
Real Estate » Gohighlevel Real Estate
Experience: Less than 6 months
Familiar with fundamentals. learning and exploring.
Basic Information
- Age
- 25
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Antipolo City, Rizal
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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