VA | Customer Service | Insurance Licensing & Contracting Specialist

Overview

Looking for full-time work (8 hours/day)

at $9.93/hour ($1,920.00/month)

Bachelors degree

Last Active

July 2nd, 2026 (16 days ago)

Member Since

March 22nd, 2018

Profile Description

If you are looking for a reliable Virtual Assistant who can confidently handle customer communication, administrative tasks, and compliance-related work with minimal supervision, you are in the right place.
I bring **15+ years of professional experience** supporting U.S.-based companies in **banking, insurance, and customer service environments**, including long-term roles with JPMorgan Chase Bank and current work as an **Insurance Licensing Manager / Virtual Assistant**.
I specialize in helping business owners and teams stay organized, compliant, and responsive by taking ownership of daily operational tasks and client-facing communications.
WHAT I CAN DO FOR YOU
* Handle inbound and outbound **phone, chat, and email support** professionally
* Manage **insurance licensing and compliance coordination** for agents
* Maintain accurate records, databases, and reports
* Assist with **CRM updates, data entry, and documentation**
* Follow SOPs precisely while proactively identifying improvements
* Communicate clearly with clients, agents, and internal teams
I am detail-oriented, dependable, and understand the importance of confidentiality, accuracy, and timely responses—especially in regulated industries.
EXPERIENCE HIGHLIGHTS
* 10 years with **JPMorgan Chase Bank** handling business banking, fraud review, and dispute resolution
* Virtual Assistant & Customer Service roles serving international clients via **Upwork**
* Current **Insurance Licensing Manager / VA** managing regulatory compliance and agent onboarding
* Proven ability to work independently in fast-paced, remote environments
TOOLS & SYSTEMS
* Google Workspace | Microsoft Office
* GoHighLevel | RingCentral | MS Teams
* Tawk | Eyebeam
* CRM, VoIP, and ticketing systems
WHY CLIENTS CHOOSE ME
* Professional phone presence and excellent communication skills
* Strong compliance and documentation background
* Highly reliable with consistent availability
* Quick learner who adapts easily to new systems
* Focused on long-term client relationships, not short-term gigs
AVAILABILITY
* Available to start immediately
* Open to part-time or full-time contracts
* Flexible schedule, including U.S. business hours
CALL TO ACTION
If you need a Virtual Assistant who can step in quickly and provide dependable support, send me a message and let’s discuss how I can help your business run more smoothly.