You will get Reliable Virtual Assistant for Insurance Agencies
Rising Talent
Rising Talent
Project details
As an experienced Virtual Assistant and Insurance Customer Support specialist, I help insurance professionals stay organized, responsive, and client-focused. What sets me apart is my deep understanding of insurance workflows, ability to handle sensitive data with confidentiality, and commitment to delivering prompt, accurate support. Whether you need help managing emails, updating CRMs, or scheduling appointments, I offer dependable assistance tailored to your agency’s needs—so you can focus on what matters most: your clients.
Here’s what I offer:
✅ Respond to client emails and calls professionally
✅ Schedule appointments and follow-ups
✅ Manage policyholder data entry and updates
✅ CRM/AMS (Agency Management System) updates
✅ General administrative support
Why choose me?
✔️ Prior experience in insurance domain
✔️ Excellent communication skills
✔️ Organized, proactive, and detail-oriented
✔️ Available in your preferred time zone
Here’s what I offer:
✅ Respond to client emails and calls professionally
✅ Schedule appointments and follow-ups
✅ Manage policyholder data entry and updates
✅ CRM/AMS (Agency Management System) updates
✅ General administrative support
Why choose me?
✔️ Prior experience in insurance domain
✔️ Excellent communication skills
✔️ Organized, proactive, and detail-oriented
✔️ Available in your preferred time zone
Purpose
BusinessWhat's included
| Service Tiers |
Starter
$50
|
Standard
$100
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Frequently asked questions
About Aaqib Mohi Ud Din
Customer Service Representative/Support/Chat/Email Handling
Srinagar, India - 11:28 am local time
My name is Aaqib, with 4+ Years of Experience in Support Industry - Specifically on Email & Chat, with hands-on exposure in all the MS Office applications.
My clear communication and love for telling clients, "It's already done," will ensure your tasks are completed quickly and in a meticulous manner. I am reliable, resourceful, and creative.
Being a Customer Success Manager, here are some values that I obsess about:
Services:
📌Motivated, well-disciplined individual
📌Always happy to help
📌Knowledgeable and conversational in written and spoken English
📌Adept knowledge in G Suite, Microsoft products, Canva, Lightroom,
📌Expert in customer service and email support
📌Highly experienced in Social Media Management, Cold Calling, Appointment Setting, Graphics design/creatives and Email Management
📌Expert in providing phone customer service and sales
📌Web and Internet research, data collection
And many more tasks.
Let's chat and start working on your projects.
Steps for completing your project
After purchasing the project, send requirements so Aaqib Mohi Ud Din can start the project.
Delivery time starts when Aaqib Mohi Ud Din receives requirements from you.
Aaqib Mohi Ud Din works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Consultation
Review your requirements and goals Clarify your preferred working hours, tools, and communication style Set expectations and confirm the weekly schedule
Set Up Access & Tools
Gain access to your CRM, email system, calendar, or other software Test all login credentials and tools to ensure smooth operation Organize file folders and communication channels