Jennifer

Assistant to Independent Insurance Agent (P&C, life, health)

90 ID PROOF
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Overview

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

at $16.00/hour ($2,816.00/month)

Post-graduate degree (Masters, Doctorate, etc.)

Last Active

January 31st, 2024 (89 days ago)

Member Since

August 7th, 2018

Profile Description

My expertise is in helping independent insurance agents to competitively manage their agency / business especially in these trying times. I help improve the work system to be efficient & effective.  From data entry, to quoting, binding, contracting with carriers, lead generation, bookkeeping, customer support (endorsement, billing & payments, policy docs, etc), smartly naming files so that it could be easily identified, to streamlining a work process so that no task will get neglected.  

When I have responsibilities, you can trust that I will deliver with minimal supervision but with great result.

I never say no to a task.  The least I could do is to give my best all the times. 

Top Skills

Accounting » Quickbooks

Accounting » Bookkeeping

Other Skills

Advertising » Facebook Ads

Professional Services » Management Services » Inventory Management

Real Estate » Lead Generation

Office and Administration » Data Entry

Accounting

Professional Services » Management Services » Business Management

Real Estate » Appointment Setting

Office and Administration » Microsoft Excel

Customer Support » Phone Support » English Speaking

Accounting » Financial Accounting » Financial Analysis

Office and Administration » Personal Assistant

Accounting » Investment Accounting » Investment Research

Accounting » Investment Accounting » Strategic Planning

Basic Information

Age
42
Gender
Female
Website
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Address
Pandi, Bulacan
Tests Taken
IQ
Score:  125
DISC
Dominance: 47%
Influence: 35%
Steadiness: 12%
Compliance: 5%
English
C2(Advanced/Mastery)
Uploaded ID
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