Insurance VA/ Admin Support/Data Entry / General VA

Overview

Looking for full-time work (8 hours/day)

at $4.60/hour ($809.60/month)

Bachelors degree

Last Active

May 2nd, 2024 (yesterday)

Member Since

August 15th, 2021

Profile Description

Hello, I’m a capable and reliable Virtual Assistant ready to support you with your projects. I am dedicated to providing great assistance to help businesses thrive. Let’s work together to achieve your goals and make your work life easier! 

As a Virtual Assistant, I have specialized experience working with insurance agencies. My main responsibilities included data entry, insurance application and quoting, lead management, entering customers and policies in AMS, creating invoices, and following up with clients. Additionally, I hold a degree in Psychology and have completed internships in both field and educational settings, where I gained valuable experience in various office tasks. 

Here are some of my skills that will be helpful for your projects:

Data Entry:
 • Proficient in data entry software and tools
 • Accurate and efficient typing skills • Strong attention to detail and ability to maintain data integrity
 • Familiarity with data management systems and databases 

Administrative Support:
 • Experience in providing administrative support to teams
 • Good organizational skills to maintain files, documents, and records 
• Familiarity with office software 

Lead Management: 
• Proficient in CRM software (Agency Zoom, EZLynx, and Hawksoft) to track and manage leads
 • Ability to prioritize and follow up on leads in a timely manner
 • Understanding of lead scoring and segmentation techniques 

Client Follow-up: 
• Strong organizational skills to manage follow-up tasks and deadlines
 • Proficiency in email and phone communication for effective client follow-up 

Pre-Quoting:
 • Knowledge of insurance products and policies
 • Ability to gather necessary information from clients
 • Attention to detail to ensure accurate pre-quoting information 
• Ability to review and verify information for completeness and accuracy 

Organization and Time Management:
 • Good organizational skills to prioritize tasks and meet deadlines
 • Good attention to detail to ensure accuracy and efficiency in work 


If you are looking for a dedicated Virtual Assistant who can handle various administrative tasks, manage data entry efficiently, and assist with insurance-related processes, I would love to collaborate with you. I look forward to discussing how I can best support your needs and contribute to the growth of your business. 

Feel free to reach out to me. I am excited to connect and discuss how I can contribute to your success!