With over 20 years in administrative support and the BPO industry, I have honed a diverse skill set in operations management, quality assurance, and customer service. My career began as an Executive Assistant in a school setting, where I managed daily operations for four years.
In the BPO sector, I advanced from front liner to QA Analyst and eventually became a Supervisor overseeing team performance and process optimization over an 18-year tenure.
Since 2023, I have transitioned into roles as a Freelance Virtual Executive Assistant. In this capacity, I assist insurance agents by monitoring their sales metrics, engaging clients prior to renewals, and enhancing client retention strategies. Proficient in Salesforce, EZLynx, and various insurance software tools, I deliver tailored administrative solutions that drive results. Additionally, my ability to adapt quickly to any software program with proper training ensures seamless integration into new systems.
I excel at multitasking and effective communication while consistently delivering high-quality outcomes under pressure.
Experience: 10+ years
Experienced administrative professional proficient in scheduling appointments, managing correspondence (email, mail, phone) using Google Suite and MS Suite, preparing presentations, managing client relations, and maintaining organized filing systems, both physical and digital. Proficient in utilizing various CRM tools for contact management and data tracking.
Experience: 5 - 10 years
Spearheaded initiatives to significantly enhance agent well-being and work-life balance, resulting in a dramatic increase in morale and a corresponding improvement in call quality. Successfully elevated agent quality scores from 45% to 100%, surpassing all quality standards. Coached 80% of the production team, fostering a culture of continuous improvement and directly impacting quality score increases. Provided comprehensive reports to management and clients, informing strategic decision-making and driving positive business outcomes. Key project accomplishments include achieving a 95% QA score, implementing a rewards and recognition QA process, automating QA forms and reports, and collaborating on streamlined QA policies and call monitoring processes for enhanced efficiency and effectiveness.
Experience: 5 - 10 years
Experienced training and development professional with expertise in product knowledge and skills enhancement. Successfully trained 5-13 employees per program, consistently achieving a 95% pass rate and 98% trainee satisfaction. Developed and delivered training materials for diverse clients, including supervisor training programs.
Experience: 5 - 10 years
Skilled in managing both my own and my superior's complex schedules, leveraging Asana, Google Calendar, and Outlook to maintain an efficient and productive workflow. This includes appointment scheduling, task management, and proactive conflict resolution to ensure seamless execution of all events and deadlines.
Experience: 6 months - 1 year
A detail-oriented underwriter with a proven track record of accurately processing new and renewal applications for auto and homeowners insurance. My expertise extends to maintaining meticulous documentation, ensuring compliance with all relevant regulations, and proactively identifying and preventing potential insurance violations. While possessing a working knowledge of US car insurance quotation processes, my strengths lie in thorough application review and risk assessment. I am also familiar with the processes and implications of US SSDI and SSI benefits in the underwriting context. Proficient in utilizing insurance tools such as EZLynx, Citizens, Allstate, Salesforce, Smartsheet, and other industry-specific software to streamline processes and enhance decision-making in underwriting activities.
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