Hi, Hire Me!
Working Experience:
? 2 years Insurance VA (Personal and Commercial lines)
? 1 year as a Social Media Manager
? 1 year Executive VA / General VA
? 3 years of experience as a customer service representative (American Client)
? 2 years of Administrative Position / Account Receivable
In my previous role, I successfully managed various tasks, including but not limited to client calendar management,
I’m also making insurance quotes, policy reviews, policy endorsements, certificates, renewals, rewrites, cancellations, new business, servicing (COI, RTA’s, Binder, EOI, ID cards), data entry, policy checking, sending applications, managing fax, outbound calls, inbound and acting as executive assistant.
I can also create content, flyers, fb ads, presentations, and postcards. I can help you to manage your social media.
My comprehensive skill set and proficiency in multitasking have allowed me to support executives in their day-to-day activities and ensure smooth business operations.
Tools I’m Proficient with:
CRM
Go High Level
Better Agency
Agency zoom
Project Manager
Asana
Click Up
Microsoft pl
Notion
Pl Rater tools
Ezlynx
Hawksoft
Epic
Voip
Streams
Lightspeed
Ring Central
Other Tools
Microsoft Office
Google workspace
Calendly
Zoom
Slack
Canva
Jot forms
Chatgpt
Meta
Quick books
Docusign
Formstack
Insurance Website
Liberty Mutual
Travelers
Safeco
Aic
Umialik
Progressive
RLI
Aegis
American National
Experience: 1 - 2 years
I do have 1 year experience in Personal Lines
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 6 months - 1 year
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