Current Employment Status:
Hired Full Time on May 30, 2026
Detail-oriented and highly organized Virtual Assistant with 4 years of hands-on experience in personal lines insurance. Proven expertise in processing renewals, endorsements, Evidence of Insurance (EOI), cancellation notices, and client follow-ups. Skilled in navigating agency management systems and maintaining accurate account records. A dependable multitasker committed to delivering timely and accurate support to insurance agencies.
Experience: 2 - 5 years
As a Personal Lines Insurance VA, I’ve developed strong attention to detail by accurately processing policy renewals, endorsements, and EOIs, ensuring all client data is correct and up-to-date in the agency management system. My role requires constant vigilance in reviewing documents, tracking cancellation notices, and following up on time-sensitive tasks to prevent errors and maintain policy compliance.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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