Commercial Insurance Virtual Assistant

Provided day-to-day back-office support for commercial insurance operations and insurance professionals. Managed client and policy records, ensuring information remained accurate, organized, and current.

Supported policy administration, documentation, renewals, endorsements, data entry, report preparation, and other policy-related processing tasks. Used carrier portals and internal systems to maintain workflows, complete follow-ups, and handle sensitive client information with confidentiality and attention to detail.

Provided administrative and executive support to insurance professionals and assisted with daily business operations. Maintained organized client information, schedules, records, and business documentation.

Coordinated client-related requirements, prepared documents, and handled communications and follow-up activities. Ensured administrative requests were completed accurately, confidentially, and on time.

Delivered professional phone-based customer support for a healthcare account. Addressed customer inquiries, concerns, and complaints while maintaining a high standard of service.

Resolved issues by following established procedures and service guidelines. Maintained accurate customer records and completed transactions with strong attention to detail.

Handled incoming customer inquiries for a retail account and provided accurate information about products and services. Managed multiple customer requests while meeting service and quality standards.

Resolved customer concerns professionally and maintained positive customer relationships through clear, helpful, and efficient communication.

Bachelor of Science in Business Administration, major in Marketing Management. Located in the City of San Fernando, La Union.