Insurance Admin Assistant

Overview

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

at $6.64/hour ($640.00/month)

Bachelors degree

Last Active

July 5th, 2026 (8 days ago)

Member Since

September 13th, 2020

Profile Description

My name is Gell and I will be happy to assist and help you with any of the following:

1. INSURANCE VIRTUAL ASSISTANCE (Auto, Home, Umbrella, Dwelling Fire, Tenant, etc.)
*Answering client inquiries via phone, email, or chat.
*Assisting with basic policy questions.
*Providing timely updates on policy changes.
*Processing new insurance quotes and renewals.
*Updating and maintaining client policy information.
*Taking information for policy changes (coverage adjustments, etc.) and forwarding it to a licensed agent.
*Inputting client details and insurance data into CRM systems like AgencyZoom and EZLynx.
*Organizing and managing policy documents.
*Managing client communications and ensuring all inquiries are answered promptly.
*Sending out policy renewal notices and follow-up emails.
*Managing emails and calendars.
*Organizing documents and files for easy access.
*Providing general administrative support to insurance agents or managers.

Highlights:
• CRM systems and data collection tools (e.g., AgencyZoom, Exylynx, Cognito Forms, Risk Advisor, Canopy Connect, Smart Financial) 
• Insurance knowledge (types of policies, renewals process, etc.) 
• Knowledge and experience with most of the top insurance companies. (e.g., Nationwide, Travelers, Progressive, National General, Custom360, etc.) 
• Organization and time management 
• Data entry and document management 
• Customer service

2. EXECUTIVE VIRTUAL ASSISTANCE
Administrative Support
* Managing and responding emails.
* Scheduling meetings and appointments.
* Handling calendar management and reminders.
* Creating SOP.
* Organizing and attending virtual meetings and taking notes.
* Coordinating with the tea ---------- mbers.
* Creating daily work workflows for efficiency.
* Using tools like Google Workspace, Slack, Zoom, and a bit of Monday and Hubspot.

Feel free to contact me. I'll be happy to be your extra helping hand.
- Gell