Expected Payout
$4 per hour
Educational Attainment
Availability
40 hrs/wk
Experience Overview
Description
With my diverse experience in insurance, virtual document management, quality assurance, financial advising, and business process administration, I believe I possess the skills and qualifications necessary to contribute to the success of any organization.
In my experience as a Virtual Insurance Quotes Specialist at G&G Independent Insurance, I have gained valuable experience in assisting insurance advisors and the customer service team. I am proficient in typing correspondence, filling out financial planning forms, and completing documents on behalf of the financial advisors. I have a keen ability to research insurance policies, coverages, and other products, ensuring that the information provided is accurate and up-to-date. My attention to detail has allowed me to check all documents for errors and ensure that all enclosures are included with correspondence.
Furthermore, I am highly skilled in using various software applications, including Microsoft Office and client relationship management systems such as Salesforce and Zoho CRM.
Based on my previous work experience, particularly as a Licensed Financial Advisor at Sunlife Financial of Canada and as a Virtual Quality Assurance Specialist at The Credit Pros, I have gained a deep understanding of financial products, services, and strategies.
In my previous role as a Virtual Documents Specialist at Clipboard Health, I developed strong attention to detail by validating core documents accurately and ensuring a 100% quality assurance score on a week-over-week basis.
Additionally, I worked as a Business Process Associate at Manulife Business Processing Services, where I processed financial and insurance-related data and transactions with a focus on quality and quantity. I handled confidential customer data, adhered to set schedules, and consistently met the service level targets. My attention to detail and adherence to standard processes will enable me to contribute to your company's operational efficiency.
I believe my also that my current experience as a Team Lead at G&G Independent Insurance, where I successfully managing a team and ensuring productivity and quality standards were met, demonstrates my ability to effectively lead and mentor others. I have a proven track record of making sound decisions, monitoring performance, and delivering on key metrics.
Skills
Industry
- Healthcare Virtual Assistants
- Insurance Virtual Assistants
Service
- Administrative service
- Executive Virtual Assistant
- Transaction Coordinator
English
