With extensive experience as a Virtual Assistant specializing in Property & Casualty Insurance, Employee Benefits, Customer Service, and Client Concierge support, I help businesses streamline operations, deliver exceptional customer experiences, and maintain strong client relationships.
As a PC Insurance VA and Employee Benefits VA, I have handled policy servicing, claims coordination, certificate requests, endorsements, renewals, eligibility management, and benefits administration with accuracy and attention to detail. My background in insurance has equipped me with strong analytical skills, compliance awareness, and the ability to manage sensitive client information professionally.
In customer service and client concierge roles, I have served as the primary point of contact for clients, managing inquiries, scheduling appointments, coordinating services, resolving concerns, and ensuring a seamless customer experience. I am skilled in building rapport, maintaining clear communication, and representing businesses with professionalism and care.
My experience in English education has further strengthened my communication, problem-solving, and interpersonal skills, allowing me to explain complex information clearly and connect effectively with clients from diverse backgrounds.
I am highly organized, detail-oriented, tech-savvy, and adaptable to fast-paced environments. Whether supporting insurance agencies, service-based businesses, or growing companies, I am committed to delivering reliable results, exceeding expectations, and contributing to long-term business success.
Core Skills:
• Property & Casualty Insurance Support
• Employee Benefits Administration
• Claims Processing & Policy Servicing
• Client Concierge & Customer Success
• Customer Service & Relationship Management
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• Data Entry & Documentation
• CRM & Administrative Support
• Appointment Scheduling & Coordination
• Professional Written & Verbal Communication
• Problem Solving & Conflict Resolution
• Process Improvement & Team Collaboration
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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