Virtual Assistant specializing in Insurance Support | CRM MaVirtual Assistant specializing in Insurance Support | CRM Ma
Treasia
ID Verified$960
per month
($5/hour)
Profile Description
Experienced Insurance Virtual Assistant supporting US insurance agencies, brokerages, and financial advisors for over four years. Specializes in claims processing, policy documentation, CRM management, client communication, and administrative operations, ensuring clients stay organized, compliant, and efficient. Manages client accounts, coordinates appointments, maintains CRM records, and handles day-to-day administrative tasks. Provides seamless operational support, allowing insurance professi...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Virtual Assistance & Admin
Specialized Skills
Customer Success
Work Experience
Virtual Assistant
Upwork
Mar 2023 - Feb 2026
Key Achievements:
• Managed US client accounts, including claims follow-ups and policy servicing • Updated CRM records, organized documentation, and maintained compliance • Handled client email communication and appointment scheduling • Streamlined administrative workflows to improve efficiency and client satisfaction • Prepared client meeting materials and tracked ongoing tasks
Customer Service Representative
Allstate Insurance
Jun 2023 - Sep 2024
Key Achievements:
• Managed inbound and outbound calls while performing various back-office tasks. • Handled billing processes, insurance proceeds disputes, appointment scheduling, and data review. • Worked under the Allstate account, handling Auto, Life, Property, Critical Illness, and Cancer insurance policies. • Communicated effectively with clients, claims adjusters, medical personnel, liaisons, repair shops, legal entities, and government agencies across multiple U.S. states. • Ensured accurate documentation and claims processing while maintaining strong attention to detail. • Maintained compliance with state regulations and HIPAA guidelines to protect sensitive client information. • Delivered high-quality customer service while supporting operational efficiency and claims resolution. • Coordinated with multiple stakeholders to facilitate smooth claims processing and client support.
Customer Service Representative
American Express
Sep 2020 - Sep 2021
Key Achievements:
Customer Service Representative | Team Member l Fraud Specialist • Managed multiple lines of business related to prepaid and debit card services. • Assisted clients with bank account inquiries, account support, and transaction concerns. • Documented and investigated fraudulent transactions while following established fraud prevention procedures. • Handled billing concerns, disputes, and transaction clarifications to ensure accurate account resolution. • Promoted and facilitated the opening and sale of bank accounts while meeting service and quality standards. • Maintained accurate documentation of client interactions across multiple U.S. states. • Delivered high-quality customer service through effective communication and problem resolution. • Helped maintain client trust, account security, and overall customer satisfaction.