Hi there!
Reading lengthy proposals is exhausting so let me get straight to it — HIRE ME! I’m taking a leap here because I know I’m your
next Virtual Assistant. I’ll help you manage your accounts and work on your preferred schedule. I am a fast learner and can do tasks diligently.
Here are a few, among other things, let’s just go with virtual assistance and customer service. I have a heavy experience that will surely make your campaign/project solved efficiently, effectively — and successfully:
3+ years of experience as Underwriting Assistant for Personal Lines Insurance ( US Home, Auto, Umbrella and Inland Marine )
6 years of experience as a Customer Service Representative
3 years of Experience as Executive Assistant
4 Years Bachelors Degree in Management
Here are some services that I can offer:
Customer Service
Administrative Tasks
Personal/Virtual Assistance
Proficient Microsoft Office
Data File Management
Expert in handling CRM tools; Salesforce,
Asana, Slack, Trello
Google sheet, OneDrive
Basic Photo Editing; Canva
Here are the tools and platforms I am using:
Calendly
Trello
Slack
Hubspot
Citrix
CRM
WordPress
Google Workspace
Canva
Lead Connector
Dropbox
Asana
MailChimp
Microsoft Teams
Zoom
Experience: 2 - 5 years
• Assisting agents in quoting customers’ home, auto, umbrella, or specialty line policy ( quote errors and underwriting eligibilities ) • Checking coverages that suit and are applicable to the named insured. • Fix billing errors • Follow-up agent’s change requests on policies.
Experience: Less than 6 months
Experience: 1 - 2 years
•Process order entry of health care items, from standard to emergency orders. •Provide customers with information about products and services •Follow-up with vendors regarding orders and arranging pickup and deliveries of medical items • Process shipping discrepancies, and process credit, and debit if needed.
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