Virtual AssistantVirtual Assistant

Key Achievements:

• Identify and contact responsible members to obtain missing information and clarification needed to quote accounts. • Prepare new business quotes and submit quotations to insurers. • Process endorsements and issue documents through the system. • Maintain CRM records with relevant data and notes. • Provide premium quotations for new and renewal policies.

Key Achievements:

• Provide quotes for new insurance policies based on customer needs and coverage requirements. • Address customer inquiries and provide information about insurance products, coverage options, and policy details. • Stay informed about changes in insurance laws, regulations, and market trends. • Participate in training sessions and workshops to enhance product knowledge and customer service skills.

Key Achievements:

• Correspond with insured or agent to obtain information or inform them account status or changes. • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies. • Notify insurance agent and accounting department of policy cancellation. • Assist underwriters with policy changes, including adding or removing coverage, updating personal information, and adjusting deductibles. • Issue policies through insurance carrier websites upon receipt of all required documents from the member

Key Achievements:

• Creating product description. • Posting and deleting item on the website (poshmark). • Applying promotion voucher to the customer orders. • Replying to customer feedback and filter negative feedback.

Key Achievements:

• Support the definition of processes and policies, supply business rules and procedures, and communicate the contexts in which the rules, processes and polices are applied. • Ensuring accuracy of the content • Coaching and training agents on improving Customer Interaction and offering advisors guidance

Key Achievements:

• Responsible for managing various customer issues depending on account assignment • Answering phone calls and emails, responding to customer questions and complaints. • Walking customers through basic troubleshooting or setup processes, selling products and services to clients and processing payments

Key Achievements:

• Responds to and manages complaints and escalations from clients and customers for a company or organization. • Responsible for managing escalations relating to products or services, handling problem tickets and providing feedback to upper management regarding customer issues. • Handling escalated calls and clarifying the General Manager's complaint; determining the cause of the problem; selecting and explaining best solution to solve the problem

Key Achievements:

• Serves customers by providing product and service information and resolving product and service problems. • Attracts potential customers by answering product and service questions and suggesting information about other products and services. • Opens customer accounts by recording account information.