Virtual Assistant | Texas
Planners Insurance
October 2022- Present
Tools:
Ezlynx
Microsoft Excel
Outlook
Carrier website for bridging
Pubdata
Redfin
CAD
Vin decoder
Familiar with research tool and etc when it comes to home and Auto (Utility-trailer, motorcycle, boat)
Servicing skills such as mortgagee change, endorsement, file attachment and admin works.
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Virtual Assistant | Florida
McGinniss Himmel Insurance
April 2020 to October 2022
Task/Tools:
AMS360/Ezlynx
Mortgagee change/ update and to lender or insured
Check for
Check the status of payment on carrier’s website.
Quote Auto and Home Personal line and Commercial.
Requote to different carrier and check which has the lowest premium.
Uploading and downloading documents to AMS and to carrier.
Outbound call to specific carrier. Most of concerns are billing status,
Excel sheet file task, getting the premium difference from current term to renewal term.
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Content Moderation | Social Media
Task Us - September 2020 to April 2022
Understanding client policies and guidelines and making decisions based on them.
Reviewing user reports regarding website content.
Keeping the social media platform safe for all users.
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Health Care Chat Support | US Account
Concentrix - October 2019 to April 2020
Assisting client thru chat and provide them with the information that they request.
Resolve customer complaints in fair manner.
Elevate customer concerns to managers and supervisors as
AFNI
October 2018 to April 2019
Assist customer with their concerns thru chats.
Provide product and service information.
Manages customers complaints.
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UK Telephone/ Internet Company Fault Manager
Transcom Worldwide Philippines
Handling customer complaints.
Scheduling technical visit to fix their services.
Recommending potential products and services to suit customer needs.
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TRAVEL CONSULTANT
Cebu Pacific
December 2015 to December 2016
Answering incoming calls.
Booking, rebooking flights for customers and processing refunds.
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