About JULLY ANN AMANTE
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Viewed 10
About me
These are my skills as a Virtual Assistant.
Administrative Skills:
Calendar management
Email and correspondence management
Data entry and database management
Document preparation and editing
File organization and record-keeping
Communication Skills:
Strong written and verbal communication
Professional phone etiquette
Client and customer support
Email etiquette and response handling
Organizational Skills:
Task and time management
Scheduling appointments and meetings
Prioritizing tasks effectively
Managing deadlines and meeting goals
Technical Skills:
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Experience with Google Workspace (Gmail, Google Docs, Google Sheets)
Familiarity with project management tools (Trello, Asana, etc.)
Ability to adapt to various software and applications
Research and Problem-Solving:
Internet research for market analysis, competitors, and information gathering
Identifying and resolving issues or discrepancies
Critical thinking and decision-making
Adaptability and Learning:
Quick adaptation to new tools and technologies
Continuous learning and self-improvement
Staying updated on industry trends and best practices
Confidentiality and Trustworthiness:
Handling sensitive information with discretion
Maintaining confidentiality and data security
Building trust with clients and colleagues
Multitasking and Efficiency:
Managing multiple tasks simultaneously
Efficiently completing tasks within deadlines
Streamlining processes for improved productivity
Customer Relationship Management (CRM):
Experience with CRM software for client management
Updating and maintaining client records
Follow-up and client communication
Team Collaboration:
Working effectively with remote teams
Collaborating with colleagues and clients via virtual platforms
Coordinating and participating in virtual meetings
Self-Motivation and Independence:
Ability to work autonomously
Taking initiative in identifying tasks and improvements
Setting and achieving personal and professional goals
Problem-Solving and Troubleshooting:
Identifying and resolving issues promptly
Troubleshooting technical problems or challenges
Offering creative solutions to improve workflows
Experience
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2021 - 2023
Office Beacon Philippines LLC
INSURANCE VIRTUAL ASSISTANT
These are my tasks as an Insurance Virtual Assistant:
• Processing Policy Summary, Proposal and Pre-Renewal Summary
• Generates Certificate of Insurance and Evidence of Insurance
• Requesting Policy Change to Carrier (Commercial Lines)
• Downloading any types of documents from Carrier to Partner XE
• Professional in utilizing Partner XE (Insurance Software Tool)
• Background of navigating of any Insurance Software tools
• Assisting Notice of Cancellation and Notice of Reinstatement
• Updating the Profiles of the insureds from Partner XE
• Calendar management
• Email and correspondence management
• Data entry and database management
• Document preparation and editing
• File organization and record-keeping