Operations & Business Planner | US Insurance | NZ Cleaning Ops | AU NDIS & Training |Bookkeeping |Executive Assistant |7+ Years Experience
Hi! I’m Joy Borgonia, a highly experienced Operations and Business Planning Manager with 7+ years of virtual support experience across the US, New Zealand, and Australia.
I’ve worked with US-based insurance companies, a large commercial cleaning company in New Zealand, and multiple NDIS and training providers in Australia. I specialize in streamlining operations, managing teams, and supporting business owners in scaling their businesses with reliable backend support.
Key Skills & Expertise:
? US Insurance Business Operations & Team Coordination
? NZ Cleaning Industry Support – Job Scheduling, Staff Follow-ups, Admin
? AU NDIS Providers – Rostering, Participant & Worker File Management
? Executive Admin Support – Email, Calendar, Client Comms
? CRM & Project Tools – Go High Level, HubSpot, Salesforce, ShiftCare, Vertex360
? Timesheet, Payroll & Invoicing – Xero, ConnectTeam, Google Sheets
? SOP Creation, Team Onboarding & KPI Reporting
? Lead Generation, Appointment Setting & Customer Follow-up
? Social Media Marketing & Campaign Support (Facebook, Instagram)
Client Experience Includes:
-US Insurance Sector
Managed backend operations, renewal pipelines, and compliance
Supported sales teams, developed SOPs, and improved workflow systems
- Commercial Cleaning Company
Coordinated site schedules, exit cleans, and team tasking
Handled email communications, customer updates, and daily Notion logs
Supported site teams by ensuring timely reporting and issue resolution
- NDIS & Training Businesses
Managed NDIS documentation, compliance, and participant coordination
Handled training course enrolments, staff rosters, and weekly reports
Assisted in marketing tasks, scheduling, and ongoing admin support
I’m proactive, organized, and reliable—ready to help you streamline operations, manage your team, and scale your business efficiently. Let’s work together to take the pressure off your plate.
Verified
