Insurance / Property and Casualty / Personal Lines / Commercial

Overview

Looking for full-time work (10 hours/day)

at $9.98/hour ($2,400.00/month)

Bachelors degree

Last Active

June 25th, 2026 (yesterday)

Member Since

August 15th, 2021

Profile Description

Hello! I’m a capable and reliable Virtual Assistant with over 3 years of experience in administrative support and the insurance industry. I specialize in streamlining tasks, ensuring accuracy, and helping businesses operate efficiently. Let’s work together to achieve your goals and simplify your workload.

As a Virtual Assistant, I have handled a variety of responsibilities, including: 
•Data entry and insurance application processing
•Quoting
•Lead management
•Creating invoices 
• Email management
•Managing client follow-ups through text and emails
•Processing new business and renewals for personal insurance policies such as auto, home, umbrella, and dwelling fire, as well as for commercial insurance policies including CGL, workers’ compensation, commercial property, umbrella, agribusiness, and farm & ranch.
•Updating mortgagee information in carrier websites
•Uploading and downloading documents from insurance carrier 
•Processing endorsements and ensuring accurate documentation

I am also proficient in sending documents via DocuSign, coordinating with insureds and mortgagees, and managing email communication for inquiries and follow-ups. My goal is to ensure all necessary actions are taken promptly and efficiently.

Additionally, I hold a degree in Psychology and have completed internships in both field and educational settings, where I gained valuable office and administrative experience.

Skills & Expertise

Data Entry & Documentation
     •Proficient in Hawksoft, Agency Zoom, and EZLynx
     •Skilled in accurate and efficient data entry
     •Uploading and retrieving documents from carrier platforms

Insurance Policy Management
      •Adding and renewing policies in Hawksoft (commercial and personal lines)
      •Creating ACORD 35 Cancellation Request 

•Reviewing carrier downloads to ensure accuracy and completeness

Forms
     •Updating mortgage information in carrier websites
     •Ensuring policy accuracy through proper documentation and endorsement management

Administrative Support
     •Strong organizational skills to maintain records and files
     •Experience in policy documentation management
     •Handling small projects with efficiency and accuracy

Communication & Client Support
     •Managing client interactions via email and text
     •Following up with insureds, mortgagees, and carriers
     •Distributing policy documents upon request

Lead Management & Pre-Quoting
     •Adding, tracking, and managing leads using
Agency Zoom
     •Gathering and verifying information for accurate pre-quoting

If you’re looking for a dedicated and detail-oriented Virtual Assistant who can efficiently manage administrative and insurance-related tasks, I would love to collaborate with you.

Let’s connect to discuss how I can support your business and contribute to your success.