Virtual Assistant/Customer Service/Commercial Insurance

I have experience in the insurance industry, specifically in commercial insurance, providing administrative and client support with a strong focus on accuracy and compliance. I handle Certificate of Insurance (COI) requests, carefully reviewing coverage details such as General Liability, Workers’ Compensation, Professional Liability, and other commercial policies to ensure they meet contract and holder requirements.

I have solid experience in customer service, handling client inquiries through phone and email with professionalism and empathy in both the telecommunications and insurance industries. I assist customers with questions, process requests accurately, and ensure timely follow-ups to resolve concerns. I’m skilled at communicating clearly, managing multiple tasks efficiently, and maintaining organized records. My focus is always on providing a positive customer experience while ensuring accuracy, responsiveness, and attention to detail in every interaction.

I have strong Microsoft Excel skills, capable of organizing, analyzing, and maintaining data efficiently. I’m experienced in creating and managing spreadsheets, performing data entry with accuracy, using formulas for calculations, and generating reports. I can sort, filter, and validate data to ensure accuracy and consistency.

I have strong data entry skills with a high level of accuracy and attention to detail. I’m experienced in entering, updating, and verifying information in various systems and databases while ensuring records are complete and error-free. I’m comfortable working with spreadsheets, CRM platforms, and agency management systems, and I consistently double-check my work to maintain data integrity. I can manage large volumes of information efficiently while meeting deadlines and maintaining confidentiality.

Experienced Virtual Assistant skilled in managing administrative tasks, handling client inquiries, organizing data, scheduling, and supporting teams efficiently. Reliable, detail-oriented, and committed to delivering accurate and timely work in remote environments.

I am proficient in Microsoft Word, skilled at creating, formatting, and editing documents accurately and efficiently. I can produce professional reports, letters, templates, and other business documents while maintaining proper formatting and consistency. I’m experienced in using Word’s tools such as tables, styles, headers/footers, and track changes to ensure documents are clear, organized, and error-free.

Efficient in managing emails, prioritizing messages, responding promptly, and keeping records organized to ensure smooth communication and accurate follow-ups.

Proficient in using AI tools to streamline tasks, generate content, analyze data, and improve efficiency. Experienced in leveraging AI for research, writing, and problem-solving to support business operations effectively.

I have hands-on experience using Applied EPIC with a strong focus on reviewing and checking certificate guidelines. I carefully verify holder details, coverage limits, policy forms, and special wording requirements to ensure certificates are accurate and compliant with client and contract specifications. I review endorsements and policy information within the system to confirm coverage aligns with the requested guidelines before issuance. My attention to detail helps minimize errors and ensures certificates are processed correctly and efficiently.

I have solid experience in the telecommunications industry, providing technical support and customer service to clients. I assist customers with account inquiries, troubleshoot service issues, guide them through solutions, and ensure timely resolution. I handle high-volume requests professionally while maintaining accuracy, clear communication, and attention to detail. My experience in the telco industry has strengthened my problem-solving skills, technical knowledge, and ability to deliver excellent customer experiences.