Kevin A.

Experienced Insurance Virtual Assistant specializing in appointment setting, client support, and CRMwiz management. I handle inbound calls, schedule qualified appointments, update client records, complete follow-ups, and maintain accurate policy information to help agencies stay organized and efficient. I’m detail-oriented, reliable, and experienced working in fast-paced insurance environments while ensuring excellent client communication and support. 📞📋✨ Here’s what I can help you with: 📞 Appointment setting and calendar management 📞Inbound call handling and client support 📞CRMwiz updates and documentation 📞Client follow-ups and task tracking 📞Policy information updates and file attachments 📞 Lead organization and pipeline support Here's what I can bring to the Table! 💪 QUALITIES: ✔10 Years of Experience in the General Virtual Assistant and Insurance Field ✔Expert in Cold Call and Appointment Setting ✔Understand The Importance Of Good Customer Service And Technical Support ✔Solution-Driven ✔Prioritize Quality Work ✔High Job Success Score Rating ✔Goal- Oriented ✔ High level of Organizational Skill ✔Good Listener and Amazing Communication Skills 💡Expert in using: ⚡AGENCYZOOM ⚡NowCerts ⚡Slack ⚡CALENDLY ⚡Zendesk ⚡CallHippo ⚡ViciDial ⚡Close CRM ⚡Skype Dialer ⚡Zoho- Invoice, Email, Project, Cliq, Calendar, etc. ⚡PSA- Project Management and Accounting ⚡Google Productivity Tools- Sheet, Drive, Word, etc. ⚡Microsoft Productivity Tools- Excel, Word, OneDrive, etc. ⚡WordPress ⚡HubSpot ⚡Facebook Ads ⚡Youtube ⚡Ai Invideo ⚡Meta Business Suite Many to mention... Work with: ⭐CBD Shaman (CBD Sales)- Sales Manager ⭐Rockbot (Robotic Vacuum)- Senior Technical & Chat Support ⭐Blacktie Men Herbal Sales (Credit Card pulling Sales)- Account Executive ⭐Goji (Car & Health Insurance)- Team Leader ⭐Green Energy (SOLAR Panel)- Team Manager ⭐REFINR- AUSTRALIAN EFTPOS (Payment Processor for Businesses) - Account Manager ⭐PSA Canam System(Web Developing Agency SAas)- Account Manager ⭐HRCovered (HR and Payroll)- Business Development Representative ⭐Adam Jurs Insurance - STATE FARM AGENCY (P&L INSURANCE)- Team Leader ⭐Lequana Robinson Insurance Agency - (P&L INSURANCE BROKER)- VA / OPERATIONS MANAGER As a Virtual Assistant, I am confident in my ability to make anything I put in mind a success. I will treat your business as if my own. So yeah, let's talk about how I can support you and maximize my skillset to make our future project successful! :)