Candidate Profile

    Roo5634

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    About

    An astute virtual assistant & law graduate, adept in administrative support and service coordination within diverse, fast-paced environments. Offers a work ethic that consists of taking initiative, applying critical thinking, and streamlining procedures to enhance the flow of the workplace.

    Proficient in

    Email ManagementAppointment SettingFile Management
    International

    Yes

    Availability

    Part Time or Full Time

    Experience

    3 years

    Previous Roles

    3

    Work History

    Virtual Assistant
    Virtual Candidate Property Practitioner
    Administrator

    Key Responsibilities in Most Recent Role

    Job Title: Virtual Assistant

    3 years
    • Managing client correspondence & support through email and telephone in a professional &timely manner whilst following policies and procedures
    • Creating client proposals for new polices and renewals, binding policies, data entry for quotes & create links for payments
    • Maintaining a meticulous digital client filing system with accurate records for multiple accounts on Applied Epic
    • Corresponding with multiple insurance carriers to ensure renewals and new business policies are in good-standing
    • Client outreach coordination, assist with on-boarding prospects
    • Maintain a disciplined remote workflow across time zones
    • Light email marketing

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