Financial Services / Insurance Industry Certified VA Team

One of Virtual Business Partners specialties is servicing the insurance and financial services industries. When working with Virtual Business Partners, you can be assured that you will be working with an industry trained professional.

Meet Linda!
Linda Sinclair, MVA, FSVA has over 25 years experience in administration, marketing, event planning and other technical and creative services, including 8 years specializing in the insurance industry. As an insurance professional, Linda has been involved primarily in a general agency setting and proving support for MDRT producers. She also has 15 years experience as a freelance journalist. Her experience allows her to provide word processing, copywriting and editing, mailings and contact management, desktop publishing, marketing, bookkeeping, event and travel planning, and more. Linda is MVA (Master Virtual Assistant) and FSVA (Financial Services Virtual Assistant) certified. For additional information, you can access her website at www.yourvirtualasst.com.

Meet Bernadette!
Bernadette Wong has over 20 years experience as an administrative assistant within the insurance and financial services industry. Bernadette will also be heading up operations in Canada for the CIVA, FSVA and MFSVA programs. As an administrative assistant professional, Bernadette has been involved with various levels of senior management. Her last four years as a call center representative for producers across the United States and Canada has given her experience which allows her to provide professional and knowledgeable assistance in many areas of insurance. Bernadette is currently starting her second year as a Virtual Assistant. For additional information, you can visit her website at www.kmsecretarialservices.com.

Meet Judy!
Judy established her virtual business in 2004 after a twenty-eight year career at a major Philadelphia utility company. In her first twenty-one years as an employee, she gained valuable experience in various roles which have formed the basis of the skills she can offer her clientele. She worked as a Customers Service Representative for seven years, followed by three years as an Employee Activities Representative, handling corporate travel, association memberships and chaperoning company sponsored leisure travel, in addition to varied clerical functions. Her assignment to support a departmental database tool spawned her interest in computer programming. This lead to the next eleven years working as a programmer/analyst on a mainframe system, until her job was out sourced in 1994. She returned to the company in 1996 as a consultant programmer/analyst and completed that assignment in February 2004. More about Judy can be found on her web site at www.judysvirtualofficesolutions.com.

Meet Cynthia!
With over 10 years of experience and a vast array of service offerings, Cynthia is an independent contractor, with a desire to partner with small business owners and entrepreneurs by taking a genuine interest in their business and providing them with quality assistance on an “as-needed” basis – which is a perfect complement for the business that does not need an in-house employee. As a virtual assistant, she is dedicated to those business owners seeking assistance for the long-term and for special project needs that may arise over the course of their partnership. Virtual Assistance, or assistance from a distance, as she likes to call it, is a viable alternative to hiring an employee, saving you a bundle in annual administrative overhead costs, i.e. payroll taxes, unemployment insurance, employee benefits, office equipment and all the little nuances that accompany the hiring of in-house staff.

Cynthia’s services include appointment setting, follow-up calls, sales and marketing calls just to name a few. More information about Cynthia can be found at her web site at www.cynthiasvirtualsolutions.com.