Michelle H.

With over 20 years of experience in the insurance, financial services, and consulting industries, I bring a unique blend of client relationship management, account coordination, and process improvement expertise to every project. I’ve successfully supported independent brokers, mid-to-large sized accounts, and consulting firms with CRM management, client communications, scheduling, new business processing, and policy servicing. My background includes hands-on experience with life, annuity, disability, and long-term care insurance as well as project implementation and marketing coordination. I am here to support businesses, agencies, and consultants who need a reliable, organized, and experienced partner to manage client communications, streamline workflows, and help projects succeed. Skills Virtual Assistance & Administrative Support Client Relationship Management Appointment Scheduling & Follow-Up CRM Management (Salesforce, RedTail) Insurance Operations (Life, Annuities, LTC, Disability) Process Improvement Account & Project Coordination Microsoft Office Suite | Zoom | Teams Certifications & Licenses Life & Health Insurance License – Missouri, Georgia, Virginia