As a skilled Virtual Assistant for an independent insurance agency, I excel in enhancing operational efficiency and client satisfaction through precise data management and process optimization. I ensure accurate data entry into CRM and agency management systems, effectively manage leads and service pipelines to boost conversion rates, and optimize automation systems to reduce manual workloads. My thorough property research supports accurate, competitive quotes from multiple carriers, strengthening the agency’s market position. Additionally, I handle service tickets efficiently, accelerating requoting processes and improving client service experiences, ultimately contributing to a more streamlined and client-focused operation.
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: Less than 6 months
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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