• CRM Expert - Go High Level and Follow Up Boss
- Automation, and Workflow optimization.
- Building and managing pipelines, set up email and SMS marketing campaigns
- Integrations to improve operations and client engagement
• Project Manager Expert
- Scheduling project meetings
- Sending meeting invitations and updating schedules when priorities change
- Blocking time for important project activities
- Sending reminders for critical meetings and deliverables
• Customer Service Representative - Commercial Insurance
- Assist clients with policy inquiries, coverage explanations, billing questions, and account updates.
- Process policy changes, endorsements, renewals, cancellations, and reinstatements accurately and efficiently.
- Review insurance documents for accuracy and ensure client information is up to date.
- Coordinate with insurance carriers, underwriters, and brokers to resolve policy and coverage issues.
- Prepare certificates of insurance (COIs), evidence of insurance, and other policy-related documentation.
- Monitor policy expiration dates and proactively contact clients regarding renewals.
- Handle customer requests via phone, email, and online platforms while maintaining excellent service standards.
- Respond to client concerns and complaints, providing timely resolutions or escalating complex issues when necessary.
- Build and maintain strong relationships with clients by delivering exceptional customer service and follow-up.
If you're looking for someone reliable, detail-oriented, and capable of handling multiple aspects of your business, I’m here to help you stay organized, efficient, and ahead of your goals.
