I am a native English speaker from California. I have experience in social media marketing and management. Skilled in transcription and editing. Voice recorder in American English as a freelancer. Proficient in Microsoft Office and EPIC. Extensive medical terminology knowledge and application.
I enjoy teaching others and learning new skills. Even though no one can attain perfection, I strive to get as close to it as I can.
I am consistently complimented on my work ethic and time management. I would love to work with you on your next project.
Jamie W.
Virtual Assistant: Client Success & Operations Professional
Greetings! My name is Jamie. I am a successful Airbnb owner/operator in a high-demand Gulf Coast market. I am organized, tech-savvy, analytical, energetic, and comfortable operating in an environment where expectations are high, instructions aren't always clear, and details matter.
What I do
I help founders and growing businesses get organized and create structure. I keep projects on track and make sure nothing falls through the cracks. You can hand work to me and trust it will be organized, followed through, and completed. I can identify what needs additional attention versus what I can handle independently.
Who I am
I genuinely enjoy figuring things out. I don’t just check tasks off a list; I look for what could be better, what might need attention, and where I can make improvements. I have years of experience training teams, creating SOPs, improving workflows, and keeping projects moving smoothly from start to finish.
What services I provide
Every business is unique, so I provide a range of services tailored to support specific goals and operational needs. My strengths include organizational management, process coordination, customer interactions, and building positive relationships. I deliver high-quality results and customized solutions that align with your unique goals and requirements.
✦Project Management & Coordination✦
🔹Optimize workflows and systems.
🔹Set goals and advise on achieving them.
🔹Communication hub: point of contact between departments, vendors, and clients
🔹Project tracking: Scheduling, tracking project statuses, and deadlines.
🔹Create and maintain SOPs, checklists, templates, and escalation procedures.
🔹Coordinate next steps w leadership, vendors, contractors, and team members
🔹Track metrics including engagement, adoption, retention, renewals, and outcomes.
✦Customer Service & Sales Support✦
📍Respond to customer inquiries by phone, text, and email
📍Manage administrative tasks and client follow-ups.
📍Maintain customer and lead information in a CRM, spreadsheet, or other system.
📍Follow up with potential customers and outstanding estimates.
📍Prepare estimates, proposals, invoices, and other administrative documents.
📍Troubleshoot problems and help keep the day running smoothly
📍Help clients understand features and benefits
📍Gathering quotes, comparing proposals, and writing clear, structured updates
✦Operations Professional✦
🏓Monitor workloads, tickets, open requests, backlogs, escalations, and overdue work.
🏓Turn discussions, ideas, and meetings into tasks and organized project plans
🏓Track key performance indicators (KPIs)
🏓Help coordinate day-to-day workflows and internal processes
🏓Create and maintain SOPs, trackers, and other process documents
🏓Spot process gaps and suggest ways to improve efficiency
🏓Communicate and coordinate with vendors and service providers as needed
🏓Assist with compliance-related documentation and recordkeeping
Fav Tools: Asana, Claude, Google Workspace, Slack, Notion, Scribe, Zoom, Loom, Excel
Brooke G.
Licensed Insurance Operations Specialist
Birmingham, Alabama
$45/hr$45 per hour5.0 (34) 84 jobs $70K+ total earnings
Dual-licensed P&C and L&H specialist with 7+ years in agency operations.
Expert in quoting, benefits, compliance, and renewals.
I bring accuracy, organization, and professionalism to every task.
_________________________________________________
I’m a U.S.-based, dual-licensed Property and Casualty and Life and Health insurance professional with more than seven years of experience supporting independent agencies. I’ve worked across personal, commercial, and benefits lines, helping agency owners streamline operations, improve turnaround times, and strengthen client relationships.
My expertise includes quoting, renewals, endorsements, COIs, compliance tracking, and carrier communication. I’m skilled with systems like EZLynx, NowCerts, AgencyZoom, and Ease, and I’m comfortable navigating carrier portals, billing platforms, and CRM tools to keep accounts accurate and up to date.
I’m detail-oriented, reliable, and proactive in managing deadlines and follow-ups. Whether you need ongoing help with renewals, policy servicing, Life and Health enrollments, or back-office support, I bring a strong understanding of agency workflows and a commitment to getting things done right the first time.
If you’re looking for a dependable licensed professional who can step in quickly and handle your insurance operations with accuracy and care, I’d love to connect.
Need help staying on top of invoices, vendors, spreadsheets, and everyday administrative work? I provide dependable accounts payable and virtual administrative support so small-business owners can stay organized and focus on running their business.
I have hands-on experience working in a fast-paced accounts payable environment where accuracy, organization, communication, and meeting deadlines are essential.
I can assist with:
• Accounts payable support
• Invoice entry and invoice tracking
• Vendor communication and follow-up
• Purchase order tracking
• Data entry
• Microsoft Excel and Google Sheets
• Expense and receipt tracking
• Email and document organization
• Administrative support
• Calendar and task management
I am especially comfortable working with contractors, construction companies, service-based businesses, and small business owners who need dependable behind-the-scenes support.
My goal is simple: take repetitive administrative work off your plate so you can spend more time running your business.
I’m organized, dependable, detail-oriented, and comfortable learning the systems and processes your business already uses.
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