Eva

Versatile Executive Asst.|A+ ServiceM8|Marketing Specialist

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Overview

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

at $7.00/hour ($1,232.00/month)

Bachelors degree

Last Active

February 3rd, 2025 (4 days ago)

Member Since

January 11th, 2022

Profile Description

Need to streamline your operational processes? Let me lighten your load! I handle your Admin and marketing tasks so you can focus on growing your business.
>General Operations & Customer Management Expertise
>Proficient in ServiceM8 and Zoho CRM with extensive experience in Insurance,
Cleaning, Trading, and Manufacturing industries.

How I Can Help You:

MARKETING & LEAD GENERATION
*Develop effective Facebook Ads strategies.
*Perform lead listing and data mining to identify prospects.
*Conduct market research to uncover trends and assess competitors.
*Collect and qualify targeted leads for business growth.

ADMINISTRATIVE TASKS
*Maintain accurate client updates in CRM systems.
*Document all necessary information for efficient workflows.
*Update KYP (Know Your Process) protocols.
*Email, Calendar and Event Management
*Creating SOPs ensures consistency and efficiency in business operations.

INSURANCE OPERATION
*Create comprehensive Policy and Asset Summaries for annual reviews.
*Prepare documents for client loans and insurance account openings.
*Manage trades efficiently.
*Expertise in Zoho CRM operations.
*Skilled in eSignature tools like Telus and DocuSign.
*Generate insurance quotes and handle online inquiries seamlessly.

TRADING |ELECTRICAL | CLEANING
*Solve cash flow management challenges with digital automation.
*Optimize invoicing, payment systems, and administrative processes to reduce costs.
*Proficient in ServiceM8 CRM: job order creation, quotes, invoicing, and scheduling.
*Address and resolve online inquiries.
*Basic knowledge of Xero Accounting and Upgrade to see actual info systems.
*Graphic Design using Canva.

CUSTOMER ENGAGEMENT
*Deliver exceptional customer service support and assistance.
*Manage and respond to customer reviews effectively.
*Implement strategies to enhance customer retention.

Basic Information

Age
40
Gender
Female
Website
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Address
Cabuyao City, Laguna
Tests Taken
IQ
Score:  96
DISC
Dominance: 35%
Influence: 39%
Steadiness: 14%
Compliance: 12%
English
C1(Advanced)
Government ID
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