Insurance Virtual Assistant and Executive AssistantInsurance Virtual Assistant and Executive Assistant

Key Achievements:

: Processed invoices, receipts, supplier payments, customer billing, refunds, and M-Pesa reversals, helping maintain accurate and up-to-date financial transaction records. : Managed supplier and customer credit accounts by reviewing credit used, outstanding balances, account status, and available credit, supporting informed decisions on whether additional goods could be issued on credit. : Performed supplier and customer account reconciliations and investigated discrepancies, helping maintain accurate account balances and identify issues requiring resolution. : Prepared credit notes, payment vouchers, petty cash records, ledgers, and supporting documentation, improving the organization and traceability of financial records. : Used K8 and Excel to maintain and review financial information, supporting accurate reporting and day-to-day financial administration. : Assisted with audit preparation by gathering supporting documentation and resolving supplier and customer discrepancies, helping ensure financial records were complete and ready for review.

Key Achievements:

: Supported day-to-day U.S. insurance agency operations across personal and commercial lines, using EZLynx and carrier systems to keep policy and account workflows organized and moving. : Managed new business processing, policy downloads, renewal tracking, retention, and expiration workflows, helping ensure outstanding account requirements were identified and followed through. : Maintained client and policy records, underwriting correspondence, documentation, cancellations, rewrites, and account information, improving record accuracy and making information easier to retrieve when needed. : Supported policy servicing and account research across carrier portals, including carrier correspondence, eSign, billing/EFT research, forms, and policy information, helping producers resolve account requirements more efficiently. : Researched and tested EZLynx workflow automations, including New Business Download and Client Center processes, helping identify opportunities to streamline repetitive workflows and improve process consistency. : Supported data cleanup, lead research, prospecting, and tailored outreach, helping maintain cleaner records and keep potential business opportunities organized for follow-up.

Key Achievements:

: Provided comprehensive executive and administrative support, managing calendars, emails, appointments, meetings, and client communication, helping keep daily priorities organized and reducing scheduling conflicts. : Coordinated domestic and international travel arrangements, including itineraries, bookings, documentation, and schedules, ensuring clients and executives had accurate and well-organized travel plans. : Supported safari and event planning by coordinating logistics, schedules, vendors, service providers, and client requirements, helping ensure arrangements were completed smoothly from planning through execution. : Maintained digital filing systems and booking databases, improving organization and making client and booking information easier to access and manage. : Coordinated multiple client requests and administrative priorities simultaneously, helping ensure important details, deadlines, and follow-ups were not overlooked. : Provided light social media and marketing support, helping maintain an organized and consistent online presence for the company.

Key Achievements:

: Handled 40–60 insurance customer interactions daily across phone, email, and chat, maintaining a 90%+ customer satisfaction rate while supporting customers with account and insurance-related needs. : Resolved approximately 70–80% of customer issues at first contact, reducing the need for repeat interactions and helping customers receive faster resolutions. : Managed customer records, communication histories, account updates, refunds, and service requests, supporting accurate account information and smoother follow-up across customer interactions. : Supported client onboarding and account setup by gathering information, processing requests, and coordinating with internal teams, helping customers move through service processes efficiently. : Handled sensitive customer and insurance information with accuracy and discretion, helping maintain reliable records and protect confidential client information. : Assisted team leads with meeting coordination, email communication, reporting, and administrative tasks, extending support beyond frontline customer service and helping maintain team operations.