Hi! I am Kimberli M. David, a Licensed Financial Advisor/Insurance Agent. I have 5 years experienced in Sales, 3years in Admin Works, 3years as Social Media Manager and 2years as an Accounting Staff. I also managed different social media platforms like FB, Instagram, and Tiktok.
I am a highly skilled , computer savvy professional whose passion is providing quality administrative support and social media services.
My years working in an administrative and social media capacity have given me a wealth of knowledge and expertise. My focus is helping you with the things you don't have the time to do so that your focus can be on building your business. And I am always learning - if I don't have the specific skill you need today, you can be sure I'll be ready to learn it quickly and efficiently so you can hire me tomorrow.
Don Honorio Ventura Technological State University
Encoding clients information
Verifying client details
Monitoring payment and lapses
Scheduling trainings and examinations of incoming agents
- Comprehensive training program for aspiring General Virtual Assistants (GVAs)
- Upskilling in virtual assistant skills
-Fieldwork and visiting 30stations twice a month
-Auditing and Checking Station Appearance
-Monitoring station inventory, and losses
-Managing 30 station managers.
- Field work, manage time to accounts
-Developed account per area of territory
-Promote, demo and deal product by needs of customer.
-Work out target forecast for the month, by item and figures.
-Developed target account into buying account.
-Analyze problem as per territory area.
- Sending weekly/semimonthly and monthly billing or SOA to the customers
- Collecting of statement due and late dues
-Posting of collections on the bank
-Settlement of fleet card and credit card
-Updating of SSS, HDMF, Loans and Phil Health
-Ordering of goods and checking of stocks in minimart
-Checking of purchases printout to the actual receipts
-Checking of expired goods or expiration dates
-Prepare and submit monthly reports
- Doing paper works
- Updating clients information
- Calling existing clients to upgrade their existing plan
- Answering phone calls
- Solving clients complaint
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.
Monitoring daily communications and answering any queries, preparing statutory accounts, working with spreadsheets, sale