I have over 3 years of experience as a Customer Service Representative and 3 years of experience as a Virtual Assistant, with a strong background in customer service, telecommunications, and insurance.
As a Customer Service Representative, I handled AT&T accounts, where I managed inbound calls, assisted customers with questions regarding their services, addressed billing concerns, and provided technical troubleshooting. I also handled outbound calls as part of the sales team, where I assisted customers with purchasing cell phones and postpaid plans.
For the past three years, I have worked as a Virtual Assistant specializing in insurance services. I have experience handling various types of policies, including homeowners, auto, dwelling fire, and occasionally commercial policies. I also have experience as an insurance rater/quoter, where I quote auto, homeowners, and commercial policies based on clients' needs.
I am familiar with insurance management and rating systems such as AMS 360, CRM platforms, and EZLynx. I have also worked with various insurance carriers, including Progressive, Nationwide, Mission Select, Travelers, Safeco, and many others.
I have been working with a Texas-based insurance agency for 3 years, where I primarily handle personal lines. My responsibilities include quoting policies, assisting with policy servicing, following up with clients and carriers, and helping with underwriting requirements. I also have experience preparing Certificates of Insurance (COIs) and quoting commercial auto policies.
Overall, my experience has helped me develop strong customer service, communication, attention to detail, multitasking, and insurance industry skills. I am comfortable working independently, learning new systems and processes, and providing reliable support to both clients and insurance professionals.
