Administrative & Insurance Support Assistant

Support client documentation, policy-related follow-up, and data entry processes using Apizeal CRM/system. Assist with administrative and customer support activities related to health and life insurance services. Coordinate communications and assist with scheduling, document collection, and client support tasks. Support daily office operations in a fast-paced insurance environment.

Supported international banking operations from Panama and the USA through administrative coordination, documentation management, and customer service support. Maintained organized financial and operational records while handling confidential information with professionalism and discretion. Provided client support within fast-paced banking environments while ensuring compliance with internal procedures and service standards. Assisted with account-related documentation, operational tracking, and internal audit process follow-up to ensure accuracy and compliance.

Conducted audits of banking operations, financial processes, and internal controls to ensure compliance with company policies and regulatory standards. Reviewed financial documentation, operational procedures, and transaction records to identify inconsistencies and support risk mitigation efforts. Collaborated with branch and operational teams to improve procedures, documentation accuracy, and internal controls.

Processed weekly invoicing and customer support activities while maintaining accurate digital billing and customer records. Contributed to reducing operational errors by maintaining accurate documentation and organized workflows. Maintained organized digital databases and records to support daily business operations.

Coordinated daily administrative operations, including scheduling, documentation, and internal communications in a fast-paced showroom environment. Provided customer support by assisting clients, handling inquiries, and supporting the sales process to enhance customer experience. Assisted with order processing, inventory tracking, and coordination of deliveries and vendor communications.