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General Virtual Assistant

LAW FIRM (MSPG)

October 2021 – April 2022 | Miami, Florida

Claims processing and administrative support, managing insurance claims efficiently and ensuring timely resolution. Proficient in maintaining CRM updates (Deploit) and communicating with clients via email to provide accurate and timely information. Additionally, skilled in designing clear, visually appealing documents that improve client communication and enhance the company’s brand identity. A dedicated professional combining expertise in claims management with creative design solutions to support business growth, foster client retention, and improve overall customer satisfaction.

Tasks Performed

Data Entry and Document Filing

Managed data entry and ensured the accurate filing and organization of legal documents, maintaining an efficient system for easy retrieval.

CRM Management (Deploit and Airtable)

Maintained updates in both Deploit CRM and Airtable, ensuring client information and case details were accurately recorded and up-to-date.

Document Preparation

Assisted in the preparation and drafting of legal documents, ensuring they were in line with firm standards and legal requirements.

Document Organization

Organized and filed important claim-related documents for easy access and reference, ensuring proper record-keeping.

Data Entry

Performed accurate data entry for client details, claim information, and other relevant data into the system.

Case File Organization

Managed case files, ensuring all relevant documents were correctly filed and easily accessible for legal teams.

Document Organization

Organized and created claim-related documents, ensuring they were properly stored and easy to retrieve for future reference.

Project Tracking and Coordination

Used Airtable to track project timelines, deadlines, and case statuses, helping coordinate tasks and ensuring timely completion of legal processes.

Skills Gained at No Stress Claims

Case Management

Gained experience in organizing and managing client case files, ensuring timely and accurate access to necessary documents and information.

Data Entry and Document Organization

Developed strong attention to detail by accurately entering and organizing legal data and documents, maintaining an efficient filing system.

CRM Management (Deploit and Airtable)

Proficient in maintaining CRM systems like Deploit and Airtable, ensuring all client and case information is updated and organized for easy access and management.

Document Preparation

Gained skills in preparing and drafting legal documents such as contracts, pleadings, and motions, adhering to legal standards and deadlines.

Data Entry

Honed attention to detail in entering and maintaining accurate claim data into the system.

Project Management and Coordination

Developed project management skills using Airtable to track deadlines, project statuses, and team assignments, ensuring smooth coordination and timely task completion.

Document Management

Strengthened organizational abilities by creating, organizing, and maintaining claim-related documents for easy access and retrieval.

Time Management

Managing multiple claims and tasks simultaneously while meeting deadlines and ensuring high-quality output.

Attention to Detail

Ensuring all claim details, documents, and data entries were accurate, minimizing errors and improving overall service quality.

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