Precision, Expertise, & Compliance handled in Insurance & other Industries

Streamline Your Insurance Business with a Specialist Virtual Assistant

10+ Years of Insurance Industry Expertise – From Claims to Compliance, I Handle It All.

Why Choose an Insurance-Specialized VA?

Not All Virtual Assistants Understand Insurance – I Do

Industry-Specific Knowledge: Familiarity with insurance workflows, terminology, and compliance
Software Proficiency: Salesforce, MyMarket, Work Force, and SAP Analytics
Claims & Policy Admin: Experience supporting executives in underwriting, claims, and client management
Regulatory Awareness: Understanding of South African insurance standards

My Insurance Background (Experience Highlights)

A Proven Track Record in Insurance Support

Executive PA to CEO, CFO, and CTO
Managed Salesforce (Trailhead Certified), policy documentation, and claims tracking
Coordinated insurance workshops and compliance training
Office Manager Duties
Handled credit reconciliations, client gifting, and regulatory reporting
Award-winning executive support

Services for Insurance Professionals

Tailored Support for Insurance Brokers, Underwriters, and Executives

Policy & Claims Admin: Document prep, client communications, and follow-ups
Executive Assistance: Diary management, travel, and stakeholder liaison
Salesforce & Data Management: CRM updates, reports, and analytics
Event Coordination: Workshops, training sessions, and compliance meetings
Back-Office Efficiency: Invoicing, reconciliations, and regulatory filings

See Full Service Offerings

How It Works (Simple Steps)

Consultation: Discuss your needs.
Custom Plan: Tailored VA support.
Onboarding: Seamless setup.
Growth: Focus on clients while I handle the rest.

Let's get started