Hi, I’m Mary!
I am a detail-oriented Virtual Assistant and Customer Service Representative with a specialized background in the Insurance and Financial sectors. With over two years of experience supporting insurance adjusters and handling high-stakes financial accounts, I bridge the gap between technical back-end administration and professional, front-facing client support.
I thrive in fast-paced environments where accuracy is non-negotiable—whether I’m automating a workflow on Monday or resolving complex credit card inquiries for banking customers.
Expertise & Core Competencies
Financial Services: Inbound support for credit card accounts, savings, and checking accounts. Skilled in identity verification, transaction dispute handling, and sensitive data management.
Insurance Claims Support: Experience with claims software (Xactimate, Symbility) and preparing technical reports for adjusters.
Workflow Automation: Expert at connecting platforms (like
Technical Admin: Digital floorplan sketching, research, and cross-platform data synchronization (Filetrac, Xactanalysis).
Technical Toolkit
Project Management: Monday, RouteX, Filetrac
Claims & Sketching: Xactimate, Symbility, Xactanalysis
Financial Ops: Handling Credit, Savings, and Checking account queries
Design & Productivity: Canva (Posters, Flyers, Logos), Microsoft Office, and Google Workspace
Experience: 6 months - 1 year
Utilized the use of Monday Board for organizing the insurance adjuster's schedules, as well as the information of to be contacted clients, appointments made, and inspection schedule.
Experience: 6 months - 1 year
Experience: 6 months - 1 year
As an administrative assistant for an insurance adjuster, I keep things running smoothly. I update schedules, handle paperwork, and support in claim processing. My attention to detail and organization ensure that everything stays on track, helping the adjuster provide efficient service to clients.
Experience: 1 - 2 years
Skilled in creating and customizing graphics for various formats and platforms utilizing Canva.
Experience: 6 months - 1 year
Transcription of audios into emails and reports.
Experience: 6 months - 1 year
My task involved processing claims, maintaining client records, labeling photos of inspection, and assisting with paperwork.
Experience: 6 months - 1 year
Utilized Xactimate in writing estimates, inputting clients' data, and labelling photos as result of the inspection. I have also made minor sketches as per request of the insurance adjuster.
Experience: 6 months - 1 year
Assist bank customers with their account concerns. Handled sensitive and personal information of clients. Assisting customers with patience and support their needs.
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
SEE MORE REAL RESULTSOnlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.