Hello! I’m
What I Offer:
Email
AMS/CRM/CMS Management: Proficient in handling insurance management systems like Hawksoft, Podium, and InsuredMine, ensuring smooth operation and data accuracy.
Real-Time Task Management: Efficiently track and manage tasks in real-time to meet deadlines and achieve project goals.
Data Entry: Accurate data entry with a typing speed of 40 WPM and 90?curacy, ensuring error-free documentation and records.
Online Research: Conduct detailed and insightful online research to support various business needs.
Insurance Quoting (Home and Auto): Provide precise home and auto insurance quotes to enhance client service and support.
Call Monitoring (Quality Analyst Tasks): Monitor calls to maintain high-quality standards and compliance.
Skills & Tools:
Email
AMS/CRM/CMS Management: Experience with Hawksoft, Podium, MyCoverageInfo, and InsuredMine.
Real-Time Task Management: Effective task tracking and management.
Data Entry: Typing speed of 40 WPM with 90?curacy.
Online Research: In-depth research capabilities for diverse needs.
Insurance Quoting: Expertise in home and auto insurance quoting.
Call Monitoring: Quality assurance through call monitoring.
Applications & Tools I Use:
Google Docs & Google Sheets: For document creation and data management.
Microsoft Excel & Microsoft Word: For advanced data handling and document preparation.
Outlook: For
Softphone (Avaya and Lightspeed): For clear and efficient communication.
Canva: For creating engaging graphics and presentations.
Amazon,
PL Rater: For accurate personal lines insurance quoting.
Podium, MyCoverageInfo, InsuredMine: For managing client information and insurance processes.
Why Work With Me:
Dedicated & Hard-Working: I approach every project with commitment and a strong work ethic, ensuring high-quality outcomes.
Optimistic & Honest: My positive attitude and honesty foster a collaborative and transparent working relationship.
Fast Learner: I quickly adapt to new tools and processes, ensuring a smooth transition and effective performance.
Independent & Team Player: Whether working independently or as part of a team, I bring flexibility and reliability to every task.
If you’re looking for a versatile virtual assistant who can handle a wide range of tasks with dedication and efficiency, I’d love to connect with you! Let’s discuss how I can contribute to your success and help streamline your operations.
Feel free to reach out with any questions or to discuss your project. I look forward to working with you!
Experience: 6 months - 1 year
answering inquiries, request and follow ups for clients
Experience: 6 months - 1 year
divvying email for insurance agency processing email request and task
Experience: 6 months - 1 year
maintaining AMS, do updates and changes, manage client account information, claims, emails and follow ups.
Experience: 6 months - 1 year
sorting files and creating report as requested by clients
Experience: 6 months - 1 year
using rater for quoting, completing data for personal policy insurance
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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