NEED AN EXPERIENCE VIRTUAL ASSISTANCE that has a big heart for your success?
?Self-driven/Creative
?Cost-Effective/Tech-Savvy
?High-speed Internet & Equipment
Here's what I can do for you…..
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) for document creation and data analysis.
• Experience with Gmail and Outlook for
• Knowledgeable in CRM software such as Salesforce or EZ Lynx for client relationship
management.
• Skilled in using Zendesk for customer support ticketing and issue resolution.
• Familiarity with Trello for task management and project organization.
• Expertise in navigating insurance-specific software and platforms for policy management and quoting.
• Versatile in personal and commercial insurance sectors:
• Personal insurance: Home, auto, renters, and life insurance.
• Commercial insurance: Business liability, property, and workers' compensation.
• Capable of handling customer inquiries, filling claims, and providing policy information.
• Dedicated to delivering exceptional customer service to ensure client satisfaction and retention.
• Proficient in managing appointments, scheduling, and administrative tasks to support insurance agency operations.
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A tech-savvy assistant combined with expertise in sustaining convenience and carrying on solutions to business complications.
• Data entry and representation
• E-mail and calendar management
• Document preparation
• Customer support coordination
• Communications
• Personal assistance
• Research
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• Google Productivity Tools (Sheet, Drive, Docs, etc.)
• Microsoft Office Suites (Word, Excel, PowerPoint)
• EZ Lynx
• Insurance Carrier websites (Nationwide, Travelers, Selective, Progressive, Liberty Mutual
• Zoom
• Slack
• Canva
• CapCut
•?
• Ring Central
• Reach UC
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
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