Virtual Assistant, Customer Service, Technical Support, SaleVirtual Assistant, Customer Service, Technical Support, Sale

Key Achievements:

• Respond to customer inquiries about insurance policies, coverage, claims, billing, and renewals. • Assist customers with purchasing new insurance policies and making changes to existing policies. • Process policy updates, cancellations, endorsements, and renewals accurately. • Guide customers through the claims process by explaining requirements and providing status updates. • Resolve customer concerns and complaints in a professional and timely manner. • Verify customer information and maintain accurate records in the company's systems. • Meet service level agreements, quality standards, and productivity targets. • Educate customers about insurance products and recommend suitable coverage based on their needs. • Collaborate with claims, underwriting, and other departments to resolve customer issues. • Ensure compliance with company policies, industry regulations, and data privacy requirements.

Key Achievements:

Process and review vendor invoices for accuracy and completeness. Determine correct system allocation based on project typeEnter commercial and multi family invoices into BuildOps Post residential and service invoices into QuickBooks Cross reference invoices against PO listsInvestigate and resolve billing discrepancies Maintain organized digital financial recordsAssist with payment processing and reporting •Evaluated compliance with company policies by verifying expenditure documentation, consistently streamlining invoice workflows and supporting timely payment cycles across multiple accounting platforms.

Key Achievements:

Answer customer concern. •Do advance troubleshooting. •Provide information on their online access. •Adhered to company policies and scripts to consistently achieve call-time and quality standards. •Offer loyalty and promotion on the account.

Key Achievements:

Answer customer concern. •Do basic troubleshooting. •Provide information on their online access. •Adhered to company policies and scripts to consistently achieve call-time and quality standards. •Offer loyalty and promotion on the account.

Key Achievements:

Troubleshooting medical alert equipment, including communicators, help buttons, pendants, and fall detection devices. •Assisting customers with device setup, activation, testing, and pairing procedures. •Diagnosing issues related to power, cellular connectivity, signal strength, and device functionality. •Guiding customers through step by step troubleshooting in a clear and easy to understand manner. •Verifying devices communicate successfully with the Emergency Response Center. •Documenting customer interactions, troubleshooting steps, and resolutions accurately. •Escalating unresolved issues to the appropriate support teams when necessary. •Educating customers on proper device use,routine testing, and basic maintenance. •Providing compassionate support to seniors, caregivers, and family members during both routine and urgent situations.