Virtual Assistant | Insurance Customer SupportVirtual Assistant | Insurance Customer Support
Nicole
ID Verified$1,000
per month
($6/hour)
Profile Description
Detail-oriented Insurance Support professional with 3+ years of experience supporting US insurance customers through data entry, account management, policy-related inquiries, and real-time customer support. Experienced in maintaining accurate customer and insurance records, processing account updates, handling documentation, and communicating with customers through chat, email, and SMS. Adept at working with sensitive information, following established procedures, and ensuring accurate and timel...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
AI & Automation
Virtual Assistance & Admin
Work Experience
Onboarding Specialist / Sales Chat Support
AutoComplete
Apr 2025 - Present
Key Achievements:
Entered, updated, and maintained customer information and account records with a high level of accuracy. Supported new customers during the onboarding process by explaining services, requirements, and next steps clearly and professionally. Provided real-time sales chat support to customers seeking insurance coverage, quotes, and policy information. Demonstrated strong communication, multitasking, and problem-solving skills while assisting multiple clients daily
Data Entry Representative/ Real Time Chat Support
Jerry Insurance
Feb 2024 - Apr 2025
Key Achievements:
Processed tickets, requests, and account updates while maintaining detailed electronic records. Assisted customers with personal auto insurance inquiries, policy updates, and coverage information. Handled sensitive customer and insurance information with accuracy and confidentiality. Responded professionally to customer concerns via chat, email, SMS, and CRM systems while following established procedures and guidelines.
Quick Stats
Education
Bachelor's Degree
Pampanga State Agricultural University
2018 - 2022