Customer Service Representative/Virtual Assistants

I worked as a financial advisor, I created presentations and managed branding efforts, scheduled meetings, organized social media accounts for posting and engagement, and educated clients on financial products and investment strategies. Additionally, I developed comprehensive financial plans addressing retirement, tax strategies, estate planning, and insurance needs, while engaging in ongoing professional development to stay updated with industry trends.

I have been working in a BPO company for 7 years. I started with a back-office account, which is a healthcare account. I maintained accurate claims processing records for efficient audits, ensured compliance with insurance policies and regulations, and trained new staff on best practices for analyzing medical reports and processing claims. My second account was in logistics account, I investigated and resolved shipping discrepancies, coordinated with warehousing and transportation teams to ensure smooth operations, managed data using spreadsheets, and educated shippers on the financial implications of their shipping choices.