I’m a detail-oriented Administrative & Insurance Support VA who helps service-based and insurance teams stay organized, accurate, and efficient behind the scenes.
I handle complex backend admin tasks — including document preparation, policy renewals, CRM/AMS updates, and data entry — so busy professionals can focus on clients and revenue.
Policy & renewal processing
CRM data management (HubSpot, Salesforce, Zoho)
Document uploads, follow-ups, and trackin
You can count on me to maintain structure, accuracy, and reliability — ensuring nothing falls through the cracks while your business grows.
Experience: 2 - 5 years
Experienced in admin data processing within the commercial insurance sector, handling policy applications, renewals, and document management with accuracy and attention to detail. Skilled at maintaining organized records in AMS and CRM systems to support smooth operational workflows.
Experience: 1 - 2 years
Entered and updated insurance policy data, quote information, and renewal details with precision across AMS and CRM platforms || Ensured accuracy in submissions by cross-checking client documents and verifying data against underwriting requirements || Uploaded, organized, and labeled key documents in agency management systems, contributing to a smooth and compliant workflow
Experience: 2 - 5 years
Balanced day-to-day admin work with customer-facing tasks, showing adaptability, responsiveness, and a detail-oriented approach || Managed CRMs and internal databases by organizing, updating, and maintaining clean, reliable data for sales, marketing, and support teams || Created and maintained spreadsheets, task boards, and digital records that supported smooth operations and informed decision-making
Experience: 1 - 2 years
Experienced article writer skilled in creating MOFU (middle-of-funnel) and BOFU (bottom-of-funnel) content that drives engagement and conversion. I craft clear, concise, and SEO-optimized articles designed to support digital marketing strategies and nurture leads effectively.
Experience: 2 - 5 years
Provided clear, professional English communication across phone, chat, and email to resolve customer concerns efficiently || Maintained a high standard of verbal and written English in all customer-facing interactions, ensuring clarity and empathy
Experience: 2 - 5 years
Creative and detail-oriented with experience designing social media posts, reels, and branded content. Skilled in crafting visually appealing graphics and managing personal social media channels to engage audiences and build brand presence.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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