I am a dedicated and detail-oriented Customer Service professional specializing in P&C client relations, insurance platform navigation, and inbox management. My expertise lies in bridging the gap between insurance agencies and their clients by delivering clear, accurate, and timely support that drives client retention.
Technical Expertise:
Insurance Platforms: Proficient in Guidewire (PolicyCenter) and Artemis for managing policies, tracking client data, and processing documentation.
What I Bring to Your Agency:
Inbox &
Client Relations & Support (1 Year): Active problem-solving and client care within the insurance space. I excel at navigating policy updates, handling customer inquiries, and managing client touchpoints with utmost patience and professionalism.
Operational Efficiency: A proactive collaborator who quickly adapts to agency workflows, reduces administrative bottlenecks, and elevates the overall client experience.
If you are looking for a trustworthy, platform-trained Virtual Assistant to manage your day-to-day client touchpoints and keep your operations running smoothly, let’s connect!
Experience: 1 - 2 years
With 1–2 years of experience in email support, I specialize in providing clear, accurate, and timely responses to client inquiries. I am highly efficient at managing inbox queues, troubleshooting customer issues, and securely sending necessary documentation, guides, or files to clients whenever required to ensure a seamless resolution.
Experience: 2 - 5 years
Dedicated customer service professional with 2–5 years of experience in active problem-solving and client care. Proven ability to handle high-volume inquiries, manage difficult situations with patience, and collaborate with teams to improve overall customer retention
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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