Hire the Best Insurance Agency Operations Specialists

Hi, I’m Aeron Dejesus, an insurance customer service professional with 5 years of experience handling both personal and commercial lines. I specialize in remarketing, endorsements, certificates of insurance, binding, policy overviews, coverage explanations, claims support, audit support, renewals, and payment processing. I’ve worked with a variety of insurance products, including personal auto, home, umbrella, renters, business auto, commercial property, and excess policies. I’m experienced in managing inbound and outbound calls, ensuring clients receive the best service when it comes to their policies, claims, and coverage needs.

Helping Small Businesses Grow Without Hiring Another Employee Running a business means wearing a hundred different hats—but the paperwork, customer follow-up, networking, and organization often get pushed aside while you’re focused on serving customers. That’s where I come in. With over 10 years of experience in business operations, sales, account management, and customer retention, I help small businesses build the systems they need to grow. Whether you need someone to organize your CRM, follow up with leads, schedule appointments, strengthen customer relationships, or streamline day-to-day operations, I become an extension of your business without the cost of hiring a full-time employee. I specialize in helping service-based businesses such as contractors, HVAC companies, plumbers, electricians, landscapers, and other small businesses create repeatable processes that save time and increase revenue. Services include: • CRM setup and management • Lead follow-up and appointment scheduling • Customer retention programs • Review and referral campaigns • Workflow creation and process improvement • Business development support • Email and document creation • Administrative support • Client communication • Project coordination My background in sales and relationship management has taught me that businesses don’t grow because they’re the best at their trade—they grow because they consistently follow up, stay organized, and build strong relationships. If you’re looking for a dependable partner who can help your business become more organized, more efficient, and positioned for growth, I’d love to work with you.

Office Manager | Operations & Billing Specialist | Team & Contractor Management I am an experienced Office Manager with a strong background in overseeing daily operations, supervising team members, and ensuring smooth administrative and financial workflows. I specialize in billing management, including payment processing, fee collections, and serving as the primary point of contact for all payment-related concerns to ensure accuracy, compliance, and timely resolution. I have hands-on experience assisting with provider credentialing through Headway and CAQH, supporting healthcare operations by maintaining accurate documentation and coordinating credentialing requirements. Additionally, I prepare and manage onshore and offshore payment reports for payroll, ensuring contractors and staff are paid correctly and on time. My role also includes assisting in hiring and onboarding new contractors and virtual assistants, from initial coordination to onboarding support, helping teams integrate efficiently and stay productive. I am highly organized, detail-oriented, and proactive, with the ability to manage multiple priorities while maintaining clear communication across teams. Key Skills & Experience: Office & Operations Management Team Supervision & Administrative Support Billing, Payments & Fee Collections Payment Issue Resolution & Client Communication Provider Credentialing (Headway & CAQH) Payroll Reporting (Onshore & Offshore) Hiring & Onboarding Contractors / Virtual Assistants Process Improvement & Workflow Coordination I’m committed to helping businesses stay organized, compliant, and efficient while supporting both leadership and team members in day-to-day operations.

Hire me! I'm ready to help your business grow and stay organized. I am an experienced Virtual Assistant with a background in Dental/Orthodontic Appointment Setting, Insurance quoting, customer service, and administrative support. With 8 years of remote work experience, I specialize in appointment scheduling, patient and client communication, personal lines insurance quoting, calendar management, data entry, CRM management, and lead follow-up. I am proficient in Google Workspace, Microsoft Office, Slack, Quotomation, EZLynx, carrier portals, and various CRM systems - Ricochet360, Hawksoft, OrthoEdge, and OpenDental. Known for my attention to detail, strong communication skills, and reliability, I consistently deliver accurate, efficient, and professional support. My goal is to help busy professionals streamline operations, improve customer satisfaction, and focus on growing their business while I handle the day-to-day tasks.

Insurance Virtual Assistant specializing in ACA support, enrollments, retention, and agent onboarding. Executive Assistant experienced in email management, scheduling, reporting, and daily operations. GoHighLevel Automation specialist handling CRM workflows, lead management, and customer follow-ups. Skilled in AI tools and Social Media Management for content creation, research, and engagement.

I have over 15 years of solid professional experience spanning multiple industries, including Airlines, Hospitality, Health & Medicine, Management, and Digital Marketing. My background includes several years as an Operations Manager, where I oversaw business processes, optimized workflows, and led teams to drive efficiency and productivity. I have also worked as a Customer Success Manager for 9 years, specializing in client retention, relationship management, and enhancing the overall customer experience. Additionally, I spent 3 years as a Project Manager in a Digital Marketing firm, managing campaigns, coordinating cross-functional teams, and ensuring successful project execution. With a strong foundation in customer service, I developed exceptional problem-solving and communication skills during my tenure in the BPO industry. I have successfully handled loyalty membership programs, hotel product accounts, and team management while working with the Pan Pacific and Park Royal Hotel Group. As a Data Entry professional, I have a proven track record of accurately managing and maintaining data across databases and spreadsheets, ensuring data integrity through meticulous quality checks and validation processes. I am highly proficient in MS Windows, MS Office, Google Apps, and various CRM platforms such as Trello and Salesforce. I excel at strategic decision-making, workflow optimization, and team leadership, always prioritizing both business success and customer satisfaction. I have a passion for working with people and take pride in delivering a world-class customer experience. I thrive in fast-paced, dynamic environments, can work independently with minimal supervision, and am always eager to learn, innovate, and grow. My goal is to contribute my expertise to a long-term, stable role where I can help build and scale a business while furthering my professional development.