Hello there! I'm ----------- — I am here and ready to help you run your
business smoothly. And of course, take care of those behind-the scenes-tasks that
are often go unnoticed but are very crucial for your business success.
I bring years of experience as a former Team Leader in insurance
operations, administration, and client service.
I can offer:
-Insurance Proficiency
-Certificate of Insurance Proficiency
-Admin Support/Assistant
-Executive Assistant
-Customer Service
-Data Entry
Tools I'm Proficient In:
- Applied Epic in terms of Policy administration, reporting, workflow
optimization.
- CSR24 in terms of Portal
administration, certificate management, client self-service.
- Microsoft Outlook in terms of Calendar & inbox management, workflow
integration.
- Microsoft office Suite (Excel, PowerPoint, Word, & Teams).
- Canva in terms of creating visually engaging reports, dashboards, and presentations that combine data with professional design.
- Google Workspace (Docs, Sheet, Drive) Cloud collaboration and file sharing.
My goal is to free up your time so you can focus on growing your business, while I handle the operations that keep things stable and efficient. I look forward to the opportunity to work with you and make a meaningful difference in your business.
