Insurance & Admin Virtual Assistant with Accounting Background

Updating client profiles, tracking interactions, and generating reports using EZLynxz CRM system.

Provides general administrative assistance including organizing files, updating spreadsheets, managing tasks, and supporting daily business operations with efficiency and accuracy.

Verifying e-signatures, downloading files, maintaining organized client documents, and monitoring task completion.

Experienced in providing administrative and client support in insurance-related tasks such as handling inquiries, updating client information, preparing quotes, and ensuring accurate and timely processing of documents. Skilled in CRM systems, email communication, and maintaining organized records.

Accurate and detail-oriented in encoding and updating large volumes of client and insurance data. Ensures consistency, correctness, and proper documentation across systems and spreadsheets.

(Hotdesk & Glove Box) – Advanced Creating and updating client profiles, ensuring accurate records, and maintaining accessibility for team use.

Equipped with a solid foundation in bookkeeping through a BS in Accounting Information Systems and hands-on experience managing financial records for my own small business. Skilled in data accuracy, expense tracking, and organized record-keeping.

Experienced in assisting with auto insurance-related tasks such as quote preparation, policy updates, and client follow-ups. Familiar with basic coverage types and handling client information with attention to detail.

Assisted in preparing and processing home/renters insurance quotes, updating policy details, and supporting client inquiries. Ensures accuracy in data entry and timely coordination with clients and internal teams.

Proficient in Word, Excel, PowerPoint, Google Docs, Sheets, and Drive for documentation and reporting.

Skilled in verifying client insurance details, checking policy information, and ensuring accuracy of records in CRM systems. Experienced in reviewing documents and confirming coverage information for compliance and processing.

Experienced in handling professional email communication with clients and internal teams. Able to respond clearly, follow instructions, and maintain a polite and professional tone in all interactions.