Arch Marie N.Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.

With five years of experience in administrative phone support, lead generation, and appointment setting, I specialize in the insurance sector, focusing on Life Insurance, Final Expense, Medicare Advantage, and Mortgage Protection leads. I am well-prepared to take on a virtual assistant (VA) role and reduce the administrative load on your team. I manage critical back-office tasks, including document lifecycles for various top carriers such as CFG and TransAmerica,AmAm,RNA etc. My duties involve preparing cash surrender forms, processing policy cancellations, and auditing client databases for lapsing policies to schedule reviews for the broker, thus enhancing retention rates. I also maintain data integrity in GoHighLevel (GHL) by updating beneficiary information. I also log into the insurance portals to take screenshots of their current policy either active,lapsing or terminated policies so everything matches perfectly! I use GoHighLevel CRM to track leads, manage calendars, and keep essential data updated. Experienced with VoIP applications like RingCentral and PhoneBurner, I also leverage a digital PDF app to streamline document workflows and complete insurance paperwork efficiently. For Medicare clients, I navigate medical requirements, contact doctor’s offices for fax numbers, and confirm the delivery of critical documents. I am adaptable, have a strong work ethic, and am eager to learn new systems and workflows that align with your business needs.