Hi, I'm Ivy, an Administrative and Customer Support Virtual Assistant with 7+ years of experience in insurance, operations, project coordination, and client support.
My background includes administrative support, CRM management, policy processing, documentation, payroll coordination, inventory monitoring, calendar management,
In the insurance industry, I assisted clients with policy applications, renewals, follow-ups, and documentation while maintaining accurate records and providing excellent customer support. I also coordinated with underwriting and retention teams to support policy processing and client servicing requirements. I also worked on a large-scale solar construction project where I managed project documentation, subcontractor coordination, payroll tracking, inventory monitoring, and operational reporting. Also have experience supporting a client from Ireland for a local service business.
I am proficient in Microsoft Office, Google Workspace, Canva, CRM platforms, and various administrative tools. I am highly organized, detail-oriented, and comfortable handling multiple tasks while maintaining accuracy and meeting deadlines.
If you're looking for a dependable Virtual Assistant who can support your daily operations, customer communication, and administrative processes, I'd love the opportunity to help your business grow.
Experience: 5 - 10 years
Handled day-to-day administrative operation,s including documentation, scheduling, reporting, file organization, and process coordination to keep workflows efficient and organized.
Experience: 5 - 10 years
5+ years supporting sales teams and customers through email, calls, and CRM tools. Experienced in handling inquiries, tracking leads, coordinating follow-ups, and making sure clients move smoothly from first contact to closing and after-sales support.”
Experience: 5 - 10 years
Experienced in coordinating tasks, schedules, and communications between teams and clients to ensure projects and operations run smoothly and efficiently.
Experience: 5 - 10 years
Handled customer and client support via email, resolved inquiries, provided updates, and maintained a professional tone while ensuring fast, accurate responses.
Experience: 5 - 10 years
Managed shared and executive inboxes, organized emails, prioritized urgent messages, drafted replies, and ensured timely follow-ups so nothing important gets missed.
Experience: 5 - 10 years
Skilled in scheduling and managing appointments for clients and teams, coordinating calendars, sending reminders, and ensuring meetings run smoothly without conflicts.
Experience: Less than 6 months
Skilled in building and maintaining strong client relationships through consistent communication, prompt follow-ups, and understanding client needs to ensure satisfaction and loyalty.
Experience: Less than 6 months
Experience: 2 - 5 years
Experienced in managing projects from planning to execution, including task delegation, timeline tracking, progress reporting, and ensuring deliverables are completed on time and within scope.
Experience: 5 - 10 years
Experience: Less than 6 months
Strong English communication skills for calls, emails, and client coordination. Comfortable speaking with international clients and keeping conversations clear, professional, and easy to understand.
Experience: 5 - 10 years
Provided personal and executive assistance, including calendar management, email handling, research, travel coordination, and task follow-ups. Focused on staying organized, proactive, and making day-to-day operations easier for the person I support.
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