Junior CRM & Automation Virtual Assistant
Open to offersNew to PlatformArminda P. is a skilled Virtual Assistant specializing in insurance and automation, with a robust background as an Insurance Agency Virtual Assistant from February 2023 to February 2026. Her expertise lies in managing client communications and assisting with both personal and commercial insurance quoting through various portals. She adeptly monitored policy renewals, ensuring timely follow-ups with both clients and agents. During her tenure as an AgencyZoom Onboarding & Retention Automation Specialist, she excelled in building onboarding workflows and configuring CRM systems to boost efficiency and client engagement. Her capabilities extend to email and Jotform automation, where she developed workflows that significantly improved operational response times. Additionally, Arminda has provided valuable support in social media management and administrative duties in various roles, leveraging tools like Zapier, Canva, and Microsoft Office Suite to enhance process automation and task management. Her experience is amplified by her proficiency in CRM systems such as AgencyZoom, EZLynx, and Zoho CRM, making her an invaluable asset in managing documentation and database management tasks.
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