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You will get all-rounded support for your business and personal matters

Gay M.Status: Offline
Gay M.
Preview image

Let a pro handle the details

Buy Writing & Translation Projects services from Gay, priced and ready to go.
Gay M.Status: Offline
Gay M.
Preview image

Let a pro handle the details

Buy Writing & Translation Projects services from Gay, priced and ready to go.

Project details

A freelance Virtual Assistant who can work one on one with small businesses to provide flexible and affordable administrative support.
Target Country
Worldwide, United Kingdom, Australia
What's included
Service Tiers Starter
$50
Standard
$120
Advanced
$300
Delivery Time 1 day 1 day 1 day
Number of Projects
5810
General Project Consulting
Define Project Goals
Define Deliverables & KPIs
Establish Schedule & Milestones
Risk Management
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Resource Management
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Budget Management
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Project Reports
Project Diagrams Provided
-
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-
Optional add-ons You can add these on the next page.
Additional Project
+$40
Gay M.Status: Offline

About Gay

Gay M.Status: Offline
CRM & Onboarding Expert | Pipedrive Consultant
Laua-an, Philippines - 3:08 am local time
Are you searching for a Virtual Assistant with proven experience in the insurance sector, expertise in CRM management, onboarding support, and email outreach? I help insurance agencies and fast-growing businesses streamline operations, automate tasks, and deliver exceptional service to clients and recruits.

What I Offer
Insurance Agency Support:
Onboarding insurance agents, guiding them through contracting profiles, carrier requests, and compliance requirements.

Agent & Recruit Onboarding:
Email and text outreach to recruits, information delivery, onboarding progress tracking, and manual system adjustments to ensure accuracy and compliance.

CRM & Data Management:
Organize, update, and maintain agent and recruit information in various CRM platforms. Ensure data integrity and provide recruitment team updates on schedules, licensing, and call readiness.

System & Error Troubleshooting:
Assist agents with system issues, manual corrections, and process optimization for smooth day-to-day operations.

Email Management:
Manage inboxes, handle contract changes, agent transfers, and provide targeted outreach (cold/warm), maximizing communication efficiency.

Pipedrive Specialist:
Onboard new clients for Pipedrive-partnered agencies, set up CRM workflows, attend and document onboarding meetings, and provide implementation advice customized to each business model.

Skills & Software

CRM Platforms:
Pipedrive, HubSpot, Salesforce, Zoho, Monday.com, GoHighLevel, ClickUp, Brevo

Insurance-Specific Systems

Google Workspace & Microsoft Office

Project Management:
Asana, Trello, ClickUp

Communication Tools:
Slack, Zoom, MS Teams

Email Marketing & Outreach:
Mailchimp, Gmail, Outlook

Why Choose Me?
Specialized insurance admin support

4+ years of remote virtual assistance

High attention to detail and proactive troubleshooting

Results-driven: reduce onboarding time, increase agent satisfaction, and optimize agency workflows

Flexible with time zones and quick to adapt to new processes

Steps for completing your project

After purchasing the project, send requirements so Gay can start the project.

Delivery time starts when Gay receives requirements from you.

Gay works on your project following the steps below.

Revisions may occur after the delivery date.

Step 1

The client purchases the project and sends requirements.

Review the work, release payment, and leave feedback to Gay.