Experienced Virtual Assistant & Customer Service Representative
With over 8 years of hands-on experience as a Customer Service Representative in diverse industries such as Health Insurance, Telecommunications, and Finance, coupled with 4 years of dedicated service as a Virtual Assistant across various client services, I bring a wealth of expertise to the table.
Professional Experience:
Customer Service Representative:
* Phone Support
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* Live chat support
Lead Generation Specialist and Social Media Manager:
Mastery in leveraging social media platforms including Instagram, LinkedIn,
Social Media Management and Marketing, as well as
Insurance Agency Administrative Assistant:
* Generating Insurance quotes for Commercial, Personal, Auto, Landlord, and Homeowner
* Sending COI, EOI, Pending cancellation, Invoice
* Calendar management
* Update Mortgage or Lienholder
* Enter new client information into CRM
* Manage client intake form and Spreadsheet
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* Monitoring carrier website for pending cancellation and Electronic Signature
* Submit, Track, & Update documents for all new and renewing business & update in CRM
Public Adjuster Account Manager:
I worked with a Public Adjuster firm, overseeing the process of preparing, filing, and negotiating insurance claims for clients.
Tools Proficiency:
Microsoft Office applications:
Word
Excel
PowerPoint
Microsoft Outlook
Spreadsheet, Docs, and Drive,
Google Calendar
Zillow.
Mailchimp
QQ Catalyst
AMS360
Agency Zoom
Applied TAM
Ezylynx
Trello
ClickUp
ClaimWizard
Slack
Teams
Mattermos
Canva
PandaDoc
Time Doctor
Hubstaff
VA Vision
RingCentral
Nextiva
Zoom
Loom
LinkedIn Sales Navigator
LinkedIn Helper
Levitate
One-click code
CompanyCam
Equipment & Connectivity:
Intel (R) Corei5 Desktop Dual Monitor
Lenovo laptop with 12GB and 16GB RAM
speed fiber internet with speeds up to 100 Mbps.
Logitech and Jabra noise-canceling headsets
Backup: Power Generator, Solar Battery, LTE Wireless Prepaid Internet Connection
I can be contacted: at
Whatsapp:
“We'll definitely continue to hire people using Onlinejobs because it has taken our agency to the next level”
- Marc Diez
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