Cathlene Jane E.

Are you looking for a detail-oriented Virtual Assistant who understands the insurance quoting process and can help keep your agency organized and running efficiently? I’m a General Virtual Assistant specializing in Home and Auto Insurance support, with hands-on experience in insurance quoting, lead management, and CRM organization using AgencyZoom. I help insurance professionals manage their daily workflows, maintain accurate client records, and support efficient lead processing. With a background in customer service, administrative support, and quality control, I bring strong attention to detail, organization, and a commitment to accuracy in every task. 🛡️ Insurance Virtual Assistance Home and Auto Insurance Quote Preparation Insurance Lead Research and Qualification Property and Household Information Verification Insurance Data Entry and Quote Accuracy Checks Lead Tracking and Follow-Up Support CRM Management Using AgencyZoom 💻 General Virtual Assistant Services Data Entry and Database Management CRM Updates and Record Organization Online Research and Information Gathering Spreadsheet Management using Google Sheets and Microsoft Excel Administrative Support and Report Preparation Email and Document Organization 🛠️ Tools & Software AgencyZoom CRM Farmers Agent Dashboard Google Workspace Microsoft Office 365 Google Sheets and Spreadsheets Practice Fusion and SimplePractice ⭐ Why Work With Me? ✔ Detail-oriented and accuracy-focused ✔ Experienced in insurance quoting workflows ✔ Organized and efficient in managing leads and records ✔ Quick to learn new systems and follow established procedures ✔ Committed to confidentiality and professional communication ✔ Reliable remote support with a strong customer service background My goal is to help insurance agents and business owners save time, stay organized, and focus on growing their businesses while I handle the essential day-to-day tasks. If you need a dependable Virtual Assistant for insurance quoting, AgencyZoom CRM management, data entry, or administrative support, let’s work together!