Virtual Assistant

Collecting data to process Auto Owners and Home Owners Insurance. • Process Quotation in EZLynx and PL Rater. • Process Quotation on both Auto and Home Owners using different type of platform like Safeco, Travellers, Hanover Etc. • Monitored emails, organized inbox, and prioritized messages for supervisor. • Process claims of the client into their Insurance provider. • Elevated client experience by providing timely customer support via emails. • Conferred with customers by chat or email to provide information. • Maintained a well-organized database system for improved information accessibility in daily operations. • Completed business correspondence, transcription, and data entry. • Process binding of documents for the insured in Alis tools for KIOSK vendor like cart, farm, community, mall event, daily vendor. • Request Loss runs for the client. • Process Inspection order. • Process Dental hygiene renewals for their insurance. • Process clearance of the client whose applying for insurance. • Collecting data information of the client and input it on spreadsheets.

• Save data in our company server. • Encode all information on the manifest and receipt on spreadsheet daily. • Creating daily report on our branch. • Sending email reports thru MS Outlook.

Data Collection & Management: Gather, clean, and analyze qualitative and quantitative data using tools like Excel, often focusing on social research or project impacts. • Research Design & Analysis: Collaborate with teams to plan research objectives, identify methodologies, and interpret findings to support organizational goals. • Documentation & Reporting: Write reports, prepare presentations, and synthesize literature to communicate findings to stakeholders or donors. • Stakeholder Engagement: Engage with partners, conduct interviews, or manage data related to beneficiaries and community outreach.