Trixy J.
Mid-Level Insurance Virtual Assistant
Open to offersNew to PlatformAbout
Trixy J. is an experienced professional with a robust background in appointment setting, insurance virtual assistance, and general VA roles. She has developed a strong skill set in customer engagement and email management, essential for managing complex client interactions. Throughout her career with companies like Talent Source and Patra Assist, Trixy handled customer communications, policy management, and claims processing, thereby enhancing service efficiency in the insurance sector. Additionally, she facilitated lead management and cold calling missions to streamline operations and foster business growth. Her proficiency in tools such as Microsoft Office, Google Workspace, and CRM systems, alongside her aptitude in photo editing with CapCut and basic design through Canva, further supports her role in administrative and marketing strategies. Trixy holds a Bachelor of Science in Business Administration from Laak Institute Foundation Inc., underscoring her strong academic foundation in business management.
Experience
Insurance VA
Talent SourceProvided support in client communication, documentation, policy management, and claims processing to enhance insurance operations and service efficiency.Insurance Virtual Assistant
Patra AssistConducted customer service, managed claims processing, handled policy renewals, and performed other policy-related tasks using common insurance platforms to assist team operations.Remote CoWorker
WorldclasslyManaged CRM systems, handled lead management and follow-ups, conducted cold calling to qualify prospects, and provided transaction coordination support, while assisting with marketing campaigns to optimize operations.
Skills & Expertise
Education
- Bachelor of Science in Business AdministrationLaak Institute Foundation Inc. · 2019 — 2023
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