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Laura
Homeowners Insurance Specialist
Contato
Competências
Provided remote administrative assistance including documentation, data entry, and digital record management across roles.
Handled client communications, follow-ups, and support in multilingual environments to enhance customer satisfaction.
Organized calendars, coordinated meetings, and managed scheduling for teams and executives.
Oversaw inbox management, drafted responses, and maintained effective communication channels.
Formação acadêmica
Idiomas
Resumo
Dynamic virtual assistant with over 5 years supporting clients in insurance, customer service, and office coordination. Skilled in remote support, CRM, bilingual communication, and schedule management, dedicated to enhancing operational efficiency.
Principais conquistas
- Streamlined workflows and resolved inquiries as main point of contact between clients, banks, and carriers at Bona Inversiones.
- Managed client communications and documentation remotely, ensuring timely policy approvals and renewals.
- Provided bilingual customer support and managed client communications via email, calls, and CRM platforms at Global Insights.
Experiência
HOMEOWNERS INSURANCE SPECIALIST
Manage client communications, documentation, and follow-ups remotely, ensuring timely policy approvals and renewals., Act as the main point of contact between clients, banks, and carriers, streamlining workflows and resolving inquiries., Track tasks and deadlines using CRM tools to ensure accuracy...
VIRTUAL ASSISTANT (HYBRID)
Provide bilingual customer support and manage client communications via email, calls, and CRM platforms., Oversee inbox management, prioritizing messages, drafting responses, and ensuring timely follow-ups., Coordinate executive schedules, travel arrangements, and appointments, maintaining a...
OFFICE ASSISTANT
Proficient in Microsoft Office Suite and data entry for efficient document management., Organize scheduling and calendar coordination for team meetings and appointments., Support project management by tracking progress and communicating updates to stakeholders.