Hello, I am an experienced Insurance Coordinator and Virtual Assistant with a strong passion for providing top-notch administrative support. I bring a unique combination of skills and expertise to the table, allowing me to coordinate insurance plans effectively and provide virtual assistance quickly.
With my strong organizational skills, attention to detail, and ability to work independently, I am confident in my ability to manage tasks and deliver quality work effectively. I am also proficient in Microsoft Office and Google Suite and have experience in customer service and relationship building.
Don Mariano Marcos Memorial State University Mid-La Union Campus
Customer Service: Responding to customer inquiries, addressing customer concerns, and providing information about insurance policies.
-Policy Management: Maintaining accurate records of insurance policies, including policy numbers, coverage amounts, and premium payments.
-Claims Processing: Assisting customers with the claims process, including gathering documentation, submitting claims, and tracking the status of claims.
-Data Entry: Entering customer information and policy details into the insurance company's computer system.
-Compliance: Ensuring that insurance policies are in compliance with regulatory requirements and company policies.
-Reporting: Preparing reports on policy renewals, lapsed policies, and other relevant information.
-Customer Relations: Building and maintaining strong relationships with customers by providing excellent customer service and keeping them informed about their insurance coverage.
-Teller Operations: Assisting tellers with cash handling, balancing cash drawers, and preparing deposit slips.
-Record Keeping: Keeping accurate records of financial transactions, customer accounts, and branch activities.
-Reporting: Preparing daily, weekly, and monthly reports, including cash transactions, account balances, and customer activity.
-Compliance: Ensuring that banking policies and procedures are followed and that the branch is in compliance with regulatory requirements.
-Training: Providing training and support to new employees, and assisting with the onboarding process.
-Customer service: Handling customer inquiries, processing transactions, and maintaining customer records.
-Record Keeping: Keeping accurate records of financial transactions, including deposits, withdrawals, and loan applications.
-Data Entry: Inputting customer data, transaction details, and other relevant information into the bank's computer system.
-Filing and Document Management: Maintaining organized and accurate records of customer files and banking documents.
-Reporting: Preparing various reports, such as daily activity reports and monthly statements.
-Compliance: Ensuring that banking policies and procedures are followed and that the bank is in compliance with regulatory requirements.
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.