Need to streamline your operational processes?
>General Operations & Customer Management
>ServiceM8 | Zoho crm online experience
>Insurance |Cleaning| Trading |Manufacturing experienced
See how I can help
>>INSURANCE OPERATIONS
* Create Policy and Asset Summary for annual review
* Prepare documents for client loan and insurance Account opening
* Handle trades
* Zoho CRM online operation
* Knowledge in eSignature via Telus and docusign
* Generate insurance quotes and handle online inquiries
>>Trading|Electrical|Cleaning
* Help to solve cash flow management problems through Digital Automation with effective invoicing, payment systems and reduce Administrative costs.
* Knowledge in Servicem8 CRM- Creating Job Order, Quotes, Invoicing and Scheduling.
* Address online inquiries
* Basic knowledge in Accounting xero and
* Knowledge in Canva
>>CUSTOMER ENGAGEMENT
* Customer service support and assistance
* Customer Reviews management
* Customer retention
>>Marketing | Lead Generation task |SMM|Market Research
* Lead listing and data mining
*Conducting market research to identify trends and
competitors.
* Collect qualified target leads
>>Admin tasks
*Keeping track client updates on crm
*Documents all necessary information
*KYP updates
Experience: 1 - 2 years
Go High level and Mailchimp tools
Experience: 2 - 5 years
Experience: 2 - 5 years
selling
Experience: 5 - 10 years
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