As an ISA (Virtual Assistant) with almost 4 years of experience. I've successfully collaborated with various clients/realtors and stakeholders in the Insurance, Mortgage sectors, Healthcare and Medical accounts as well as Customer Service.
My primary responsibilities include Cold calling/Live transfer calls, Appointment scheduling, and handling administrative tasks such as organization, record-keeping, skip tracing, mass texting, mass emailing, document uploading/downloading, and transaction review. But I am more focused on doing administrative tasks.
I am proficient in using CRM tools such as Calltools, AgencyZoom, LionDesk, Vonage, Propstream, Vortex, MSH and Kintone (for medical acct.). One of my key strengths is maintaining a positive attitude and being quick to adapt to new environments. I am always eager to acquire new skills and knowledge.
