I bring order to insurance operations, executive workflows, and content pipelines — so the people I support never have to chase me, only hand things off.
I started in insurance operations, where a missed follow-up has real consequences — and that's where I learned to never let a task sit. That standard now shapes how I work across every kind of remote support role.
Over the past 5+ years, I've supported insurance agencies, sales teams, and business coaches remotely — often juggling more than one client at a time as an independent contractor. My work spans policy servicing, carrier coordination, CRM accuracy, sales and performance reporting, community management, and content production.
I'm most useful in roles where things have gotten behind schedule. I build a priority list, work it in order, and bring operations back to current without dropping anything new that comes in along the way.
I'm also currently developing my skills in AI-assisted workflows and automation — learning how to use tools like ChatGPT to move faster without sacrificing accuracy.
Operations, sales/performance reporting, and content — most agencies need to hire three people for what I cover alone.
I've taken over an account with weeks of unprocessed work and brought it current without dropping a single new request.
From policy data to daily/weekly/monthly sales totals, leadership always has a clean, current picture from me.
I prioritize by urgency, document as I go, and handle multiple concurrent clients without anything slipping.
Audited the full backlog and sorted every outstanding item by urgency and risk.
Built a working priority list — most time-sensitive policy actions first.
Cleared the queue systematically while logging every new incoming request same-day.
Restored the agency's workflow to current, with documentation in place going forward.
Concurrent freelance & contract engagements (2021 – 2025) — multiple clients supported in parallel as an independent contractor
Incredibly organised and always one step ahead. Cassandra handles everything before I even think to ask. Best investment I've ever made for my business.
Absolutely fulfilling project collaboration. Cassandra turned all of our ideas into beautiful visual tools — all while maintaining a vibrant and encouraging enthusiasm.
Creates visuals that align with the core and goal of the brand. A good listener who gets it right the first time.