• Solid 8 years of customer service experience
• 2-year Commercial Insurance VA
• Experienced with GL, PL, and Commercial Auto Quoting
• Experienced with issuing COI requests
• Experienced with Activity Entry, such as Cancellation, Endorsement,
Reinstatement, Suspense
• Experienced with outbound calls and escalation calls
• Experienced with B2B transactions
• Experienced with arranging/scheduling appointments with clients
• Email management
• Data entry
• Experienced with timekeeping/payroll (PDY, ERP)
• Experienced with HR Recruitment process, conducting ops final interviews
• Experienced with call listening and call audit
• Experienced with call calibration
• Experienced with handling the Learning Lab team
• Experienced with daily, weekly, and EOM performance readouts with clients
• Experienced with real-time system outage reporting
• Experienced with executive assistant roles and responsibilities (travel arrangement, planning, and scheduling meetings, handling and redistributing faxes and emails, calendar management, filing and
organizing documents, recording meeting minutes, answering phones, and performing bookkeeping tasks)
• Experienced with Pharmaceutical products, prescriptions, and patient appointments
• Experienced with reviewing and finalizing business contracts
• Experienced with store inventory control
