With 17 years of experience in financial management and collections, I bring a wealth of expertise in handling complex tasks, process optimization, and customer relations. I specialize in insurance premium collections, payment reconciliation, and account monitoring. My strong background in administrative functions, vendor management, and strategic sourcing ensures efficient and timely operations in marketing and collections.
I am proficient in Microsoft Office tools (Word, Excel, Access, PowerPoint, and Paint), Canva, Trello, Adobe Photoshop, and automated accounting systems. Additionally, I am adept at maintaining organized records, following protocols, and delivering excellent results under pressure.
In my previous roles, I managed monthly AR aging reports, resolved client insurance concerns, coordinated premium collections, and handled centralized document control. I also facilitated production reconciliation with insurers, handled system adjustments and cancellations, and ensured compliance with company policies.
My commitment to delivering exceptional results is backed by continuous learning and skills development through training in customer service, insurance, and virtual assistance.
Key Skills:
Financial management & collection
Client relations & communication
Process optimization
Record-keeping & protocol adherence
Advanced proficiency in Microsoft Office, Canva, Trello, and more
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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