Rudy

US INSURANCE VA (CL/PL) | KDP Expert | Japanese Bilingual

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Overview

Looking for full-time work (8 hours/day)

at $8.00/hour ($1,408.00/month)

Associates degree

Last Active

April 18th, 2024 (6 days ago)

Member Since

October 4th, 2021

Profile Description

Are you an INSURANCE AGENCY/AGENT that needs a Virtual Assistant/BDR to help you with end-to-end process and generate more revenue for your company?
Then , you are looking at the right profile!!!
I have extensive experience as a Client Support Representative mainly in the insurance industry (Personal and Commercial Lines).
I have also helped Insurance Agents increase their profit by closing deals from generated quality leads through telemarketing/cold calling, and SMS/email marketing.
I used to assist with the application process of insurance such as auto, home, and other LOBs under personal and commercial lines.
My tasks as an insurance VA would include the following:
- prepare applications for new and renewal clients
- use comparative rater (EZLynx) and various carrier platforms for quoting
- work with underwriters on the status of the submitted application
- cross-sell/upsell other services
- input information and data in the AMS/CRM
- warm transfer of leads to licensed insurance agents/reps if applicable
- doing follow-up calls and SMS/emails
and other tasks assigned from time to time.
I am familiar with the following platforms:
- EZLYNX (PL comparative rater)
- Bold Penguin (CL comparative rater)
- Zoho
- RingCentral
- Mojo Dialer
and other carrier portals for quoting
I am also a Book Publishing Expert, and have managed a US-based online Kindle Direct Publishing business.
And I am a multi-linguist, too. I can speak English, Japanese, and Filipino languages.
For your General VA needs, please do not hesitate to contact me!
Let's talk!!! And let's make your business grow, NOW!!!

Top Skills

Real Estate » Appointment Setting

Office and Administration » Personal Assistant

Other Skills

E-Commerce » Inventory Management » Quality Control

Office and Administration » Data Entry

Office and Administration » Email Management

Human Resources

Office and Administration » Transcription

Office and Administration » Microsoft Excel

Office and Administration » Travel Planning

Basic Information

Age
36
Gender
Male
Website
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Address
General Santos City, South Cotabato
Tests Taken
IQ
Score:  119
DISC
Dominance: 13
Influence: 16
Steadiness: 33
Compliance: 38
English
C1(Advanced)
Uploaded ID
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