Virtual AssistantVirtual Assistant
Lawrence
$2,000
per month
($11/hour)
Profile Description
Detail-oriented and highly organized Virtual Assistant with strong experience supporting executives, teams, and business operations in fast-paced environments. Skilled in administrative coordination, calendar and email management, data entry, customer service, and workflow optimization. Proven ability to handle confidential information, prioritize multiple tasks, and deliver accurate work under minimal supervision. Adept at using digital tools, CRM systems, and remote collaboration platforms to ...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Design & Creative
Marketing & Growth
Sales & Business Development
Work Experience
Financial Advisor
Britam holdings plc
Apr 2021 - Present
Key Achievements:
Consistently met and exceeded monthly sales and premium targets across Life, General Insurance, and Unit-Linked products. Successfully onboarded and retained high-value clients by providing personalized financial and insurance solutions. Strengthened Britam’s brand presence by generating quality leads through cold calling, referrals, and targeted outreach to SMEs and corporates. Improved customer satisfaction by delivering timely assistance, policy explanations, and follow-up support to resolve client issues. Increased cross-selling opportunities by identifying customer needs and recommending appropriate insurance and investment products. Supported underwriting and policy processing teams through accurate documentation, data entry, and compliance with company standards. Played a key role in driving business growth within assigned regions by building strong relationships with individuals, institutions, and community networks. Enhanced operational efficiency by adopting digital tools for client management, reporting, and sales tracking.