Ankit Chhipa

About Ankit Chhipa

Experienced Virtual Assistant with a proven track record of delivering high-quality support across various industries. Skilled in managing back-office operations, proficient in CRMs, portals, and leveraging AI tools to streamline workflows. Expertise in email correspondence, chat support, call handling, report generation, and workflow management. Well-versed in creative tools like Canva and Capcut, with a focus on consistency and efficiency. Dedicated to ensuring seamless operations and delivering exceptional service to multiple clients over the years.

Experience

1. Executive Associate

   FBSPL

   Jan 2026 — Present

   Manage end-to-end operations for multiple active insurance clients across both Employee Benefits and Property & Casualty (P&C) domains- Prepare and submit ACORD applications for new business and renewals- Prepare and compare quotes from multiple insurance carriers for Workers’ Compensation, General Liability, Homeowners, and Auto policies to generate client proposals- Lead new client onboarding, including CRM/AMS setup, workflow creation, documentation structure, and task allocation- Act as first point of contact for internal team members regarding policy processing, client procedures, and system usage- Perform Quality Assurance (QA) on key deliverables, including policy cancellations, COIs, new business entries, annual reviews, endorsements, renewals, and operational reports- Convert raw client data into structured census files for Employee Benefits processing and reporting- Ensure data accuracy and documentation consistency across AMS and CRM systems- Train and mentor new team members and conduct QA for multiple team members on a regular basis- Coordinate with U.S-based clients to resolve urgent service requests, escalations, and time-sensitive issues- Monitor task progress, eliminate bottlenecks, and maintain SLA compliance for all assigned accounts- Support leadership with performance tracking, workload balancing, and operational improvement initiatives.

Education

• Mohanlal Sukhadia University

  Bachelor of Commerce - BCom, Business/Commerce, General

  2019 — 2022

• Mohanlal Sukhadia University

  Master of Commerce, Business Administration and Management, General

  2022 — 2024