Virtual AssistantVirtual Assistant
Lilian
ID Verified$800
per month
($5/hour)
Profile Description
Detail focused professional with a background in insurance operations, data management and client support. I’m comfortable handling confidential information, managing multiple deadlines and working independently without constant supervision. Over the last two years, I’ve learned how to keep records accurate, spot issues before they become problems and communicate clearly with different teams. I’m now looking forward to use those skills in an Executive Assistant role where I can help an executive...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Data & Analytics
Virtual Assistance & Admin
Work Experience
Assistant Underwriter
NCBA Insurance
Mar 2024 - Mar 2026
Key Achievements:
• Reviewed 30+ client files daily and made sure all documents met compliance checks before sign-off. Got used to noticing small errors that would cause delays later. • Maintained client policy records and audit trails in the system. If something was missing, I followed up directly with brokers and clients to close the loop. • Acted as the link between clients, agents and underwriters. Explained requirements, requested documents and kept everyone updated so files didn’t stall. • Built a simple renewal tracker in Excel when I noticed deadlines were being missed. The team started using it and we had fewer last minute rushes. • Reviewed client records and recommended optimal insurance products tailored to each risk level and coverage needs. • Wrote policy summaries and internal notes that senior staff could use for quick decision making
Insurance Intern
NCBA Insurance
Jun 2023 - Feb 2024
Key Achievements:
• Handled admin for the underwriting team: Prepared new policies, updated renewal notices and sent documents on time. • Cleaned and updated client data in the system. If numbers didn’t add up, I’d flag it and sort it out with the team so underwriters had reliable info. • Managed monthly renewal batches and coordinated with colleagues to make sure clients didn’t have gaps in coverage. • Dealt with client queries on billing and paperwork. Helped to translate system into plain language so issues got resolved faster.
Asset & Insurance Attachee
Nairobi City County Government
Oct 2021 - Jan 2022
Key Achievements:
• Supported site inspections around Nairobi, took photos, noted property conditions and wrote short summaries for the underwriting team. • Updated asset records in the county database and matched physical files to digital entries for easier audits. • Prepared asset schedules and valuation reports used for pricing. Accuracy mattered because mistakes affected premiums. • Followed up with clients by phone and email to get missing documents or clarify details.