2022
Bachelor of Science in Information Technology
University of Southeastern Philippines
Get to know me
Hi, I’m Brad! I’m a Virtual Assistant from Davao City, Philippines, ready to help make your business run smoother and stay organized.
I have experience working as a Customer Service Representative, Quality Assurance Associate, and most recently, as an Insurance Virtual Assistant. These roles helped me develop strong communication skills, stay detail-oriented, and handle different admin tasks like managing emails, calendars, and keeping data clean and updated.
As an Insurance VA, I worked behind the scenes making sure CRMs are updated, policies are remarketed, and processes run efficiently — helping the team stay on track and customers well taken care of.
On top of that, I’ve been learning social media management and content creation. I enjoy working with tools like Canva, CapCut, Meta Business Suite, Trello, and Asana.
If you’re looking for a reliable VA who’s easy to work with, organized, and ready to support your business goals, I’d love to connect!
My Skills and Competencies
Social Media Management
Graphic Design
Data Entry
Content Creation
Customer Service
Email, Calendar, and File Management
Video Editing
Certificates
My Experience and Education
Dec 2024
-
Present
Nowlin Insurance Group LLC
(Insurance Virtual Assistant)
As a Virtual Assistant, I maintain and optimize CRM automation in AgencyZoom by ensuring accurate data entry and assigning the appropriate stages to leads and customers. This helps facilitate timely and relevant email and SMS communication. I also remarket customer insurance policies by reviewing upcoming renewals and identifying premium increases beyond agency-set thresholds, supporting competitive pricing and improving client retention.
Additionally, I implement data synchronization across platforms using Zaps through Zapier, reducing manual data entry and improving operational efficiency. I handle communication with insurance carriers by responding to emails promptly and uploading important documents to EZLynx for organized and consistent record keeping. I also update customer and prospect forms regularly to align with the agency’s evolving needs, enhancing lead quality and service accuracy.
Beyond daily operations, I collaborate with clients to create standard operating procedures (SOPs) and compile training videos, providing future hires with clear and reliable reference materials. Lastly, I support internal team alignment by clearly communicating system updates and confirming customer information, resulting in smoother workflows and fewer errors.
Aug 2023
-
Dec 2024
Alorica Teleservices Inc.
(Quality Assurance Associate)
As a Quality Assurance Associate, I reviewed calls to make sure agents met company standards and pointed out areas they could improve. I also led regular meetings with the operations and training teams to talk about agent performance and quality trends, helping us stay on track with company goals. Part of my role was training and onboarding new QA team members, giving them the right tools and guidance to evaluate calls effectively. I also handled administrative tasks like updating quality records and preparing meeting notes to ensure clear communication and follow-up.
Aug 2022
-
Aug 2023
Alorica Teleservices Inc.
(Customer Service Representative)
As a Customer Service Representative, I responded to member and customer questions, giving quick and helpful support to solve their concerns effectively. I engaged with customers to gather feedback and understand their needs, aiming to improve their overall experience. I worked hard to meet or exceed performance targets, maintaining high QA scores and customer satisfaction for consistent service quality. I also kept myself updated on product knowledge and company policies, so I could share accurate and reliable information to help customers make informed decisions.
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Content Creation
Promote companies' products and services by developing copy for websites, social media, marketing materials.