Client Support & Policy Administration Assistant

Jan 2018 - May 2018

Maintained accurate client records and processed insurance applications. Generated quotations and supported policy documentation processes. Provided administrative and customer support to clients and internal teams. Ensured accurate data entry and proper record management. Assisted with client onboarding and relationship management. Supported daily office operations and coordination tasks.

Client Service & Insurance Operations Support

Jan 2018 - Present

Managed and maintained accurate client records and policy documentation, ensuring compliance and easy retrieval. Assisted clients with policy selection, onboarding, and documentation processes. Generated insurance quotations and processed policy applications efficiently. Maintained organized digital and physical filing systems.

Customer Support & Client Services Assistant

May 2016 - Dec 2017

Supported client onboarding and documentation processes. Maintained accurate client records and follow-up schedules. Assisted clients during claims and service requests. Provided customer support and handled inquiries professionally. Coordinated communication between clients and internal teams. Ensured proper documentation and filing of client information.