Skills
Customer Service & Sales: Customer Onboarding, Customer Needs Assessment, Negotiation, Problem-Solving
Compliance & Risk Management: Risk Assessment, Compliance, Policy Management
Technical Tools: CRM Systems, Communication Platforms, Zoom, Slack, Google Workspace, Asana
About
Working in the insurance sector for over five years has shown me one critical truth: relationships drive this business. I specialize in virtually supporting teams to deliver the smooth, personalized client experiences that build trust and loyalty.
When the pandemic thrust us into remote work, I embraced it fully, learning how to lead client communications, coordinate complex workflows, and solve problems across digital channels. I helped maintain a 96% client retention rate by making sure every question was answered quickly and accurately, every policy document was precisely managed, and every client felt heard—even from a distance.
I don’t just manage tasks remotely—I drive connections. Whether I’m guiding a confused client through their policy renewal or helping agents navigate new digital tools, my focus is clear communication, timely follow-ups, and proactive problem-solving. By collaborating seamlessly with sales, underwriting, and claims teams
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