OPERATIONS MANAGER / REAL ESTATE / INSURANCE

Overview

Looking for full-time work (8 hours/day)

at $20.00/hour ($3,520.00/month)

Bachelors degree

Last Active

April 26th, 2024 (today)

Member Since

January 26th, 2018

Profile Description

I am a creative problem solver and I get the job done. I like to think within the box, outside the box, and even transform that box into a treasure chest full of possibilities. I like to make tasks easier and simpler in order to produce the required results and then aim for the next high up or start the quest for the next breakthrough.

I have a knack for rolling up my sleeves and figuring things out on my own, but I know when to ask questions and what questions to ask.

I love spreadsheets and logic puzzles - they are food for my brain! I use various software applications and continuously add more to the list. Technology is a never-ending pit of new discoveries and I don't put a limit to what I can do or what knowledge I can acquire.

When I am asked to do a task and it's something probable, I always answer Yes or maybe Later - but never a No. I make it happen if it needs to happen or I'll offer practical alternatives.

I love managing people and directing them toward the goal - pushing, supporting, coaching, and motivating them all at the same time.

WORK EXPERIENCE
INSURANCE AGENCY (Current) - as Operations and Office Manager
>Build a VA team for the Insurance Agency and manage their payroll/ timekeeping
>Handle incoming calls and make outgoing calls/reach out to prospects and existing clients
>Track commissions for the Agency and its independent Agent
>Manually upload commission statements in AMS
>Reconcile bank transactions
>Handle marketing - email marketing, social media, website update, google business listing
>Manage calendars and gmail accounts
>Organize drives and keep everything up to date
>Create SOPs and set the grounds to make sure contracts, procedures and protocols are in place for smooth daily operations
>Complete all tasks/projects given by the Upgrade to see actual infocludes (but is not limited to): Call Handling, Payroll, Timekeeping, Recruitment, Research, Email Marketing, Social Media, Website Updates, Insurance Agent Commissions, Admin, Accounting, Calendar Management, Reports, and Rocket Science. Sky's the limit. 

COMMERCIAL AND PERSONAL INSURANCE (Current) - CSR Tasks
>Working knowledge of different lines: COMMERCIAL - General Liability, Property, LRO, Workers' Compensation, Commercial Auto, Inland Marine, Professional Liability, Umbrella ; PERSONAL - Home, Auto, Dwelling Fire, Inland Marine, Umbrella
>Generate COIs and fill out applications - Acord 25, 28, 23, 50, 125, 126, 140, etc
>Market to surplus and excess lines and also has quoting experience direct to carriers
>Prepare bind docs for signature ad send the request to bind, including premium financing
>Make payments on clients' behalf or get payments thru Agency sweeps
>Manage AR/AP for payments received and due to carriers
>Process and Submit Endorsements - adding vehicles or drivers, higher limits, BPP, BI/EE, Work Comp codes, etc
>Update EZLynx with all notes about the insureds

CRYPTO HELIUM HOTSPOT SOLUTIONS - as Project Manager 
>Keeps all records of Helium Hotspot Installations and Deployments. 
>Create contracts for hosts. Track crypto exchanges and rewards for each host
>Marketing and Upgrade to see actual infond weekly and monthly rewards payout
>Compute and Track rewards and payments for hosts and other partners
>Use different platforms like Upgrade to see actual info, Hotspotty, Upgrade to see actual info, Patrium

REAL-ESTATE - Operations Manager (3 years)
>Manage the entire PH-based contractors  (25+ Filipino VAs consisting of Concierges/Appointment Setters, Receptionists, Encoders, Transaction Coordinators, Accountant, IT Specialist, Trainers).
>Supervise daily operations. My tasks include: Payroll, Scheduling, Process Creation and Improvements, Production, Lead Management, CRM Management, Recruitment, Training, Performance Evaluation, Reports, Social Media Management, Email Marketing, Content Creation, Calendar Management, etc
>Recently, our company launched a website to generate our own leads to bring the costs down and get warmer and exclusive leads in the process 
>Prior to being promoted to supervise the PH team, I was a regular Concierge (Real Estate VA / Appointment setter). I make outbound calls (and answer inbound calls) and set up showing appointments for our Realtors in FL and CA

SHOPIFY / E-COMMERCE - Customer Support / Shop Management Trainee
>Worked for Shopify stores and trained with Zendesk, Ontraport, Shipbob, and Shipstation. 
>Answer tickets and customer inquiries about their orders thru Zendesk and Facebook Messenger. 
>Handle all issues and queries in less than 24hrs
>Handle escalations like Refunds, Manual orders, Return/Replacement requests, etc. 

REAL ESTATE - Part-time Cold Caller
>Make outbound calls (cold calling) using Mojo dialer to reach out to homeowners and identify possible sellers.