About JULLY ANN AMANTE

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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

  • 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

Languages

English
Intermediate

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