Post a Job Free
0 viewsjobseeker
Alejandro S. — Mid-Level Insurance Agency Virtual Assistant from Philippines

Alejandro S.

Mid-Level Insurance Agency Virtual Assistant

Philippines 6+ years
Open to offersNew to Platform
Languages
English
Video Introduction
No video introduction yet
The candidate has not added a video.
Contact information and social networks are private. Connect to unlock.
Hidden

About

Alejandro B. is an experienced Insurance Agency Virtual Assistant with over 4 years supporting US-based insurance agencies. He is highly proficient in AMS 360, Applied Epic, EZLynx, and NowCerts, and skilled in data entry, policy downloads, insurance quoting for personal lines, and CRM management. Alejandro has a solid foundation with 6+ years in BPO customer service and collections, having worked across healthcare, telecommunications, and financial services industries. His roles have involved managing policy downloads, handling insurance quoting, performing telemarketing, and coordinating client communications. Alejandro's technical knowledge is complemented by his expertise with tools such as Salesforce, DocuSign, and MS Office applications, making him an effective professional in both virtual assistance and customer service domains. Throughout his career, he has consistently maintained call quality and resolution metrics, demonstrating his commitment to customer service excellence.

Experience

  • Virtual Agent

    Insurance Agency VA · 2021 — Present
    Oversee policy downloads, engage in data entry, and manage data migration utilizing AMS 360, EZLynx, and Applied Epic. Execute insurance quoting for personal lines while supporting CRM workflows in AgencyZoom and NowCerts. Conduct telemarketing efforts and lead follow-ups, coordinating client communications through Slack and Teams.

  • Healthcare Customer Service Representative

    Alorica (United Health Group) · 2017 — 2018
    Assisted healthcare providers with benefits and coverage inquiries received through inbound calls.

  • CSR / Collection Specialist

    Promovere Inc. · 2015 — 2017
    Facilitated personal loan collections along with origination qualification and verification processes. Ensured call quality and resolution metrics were maintained for inbound and outbound interactions.

  • Sprint Customer Service / Sales Representative

    Convergys · 2013 — 2014
    Managed inbound sales and customer service calls directed at Sprint subscribers.

  • Call Center Agent

    Diamedix Technology, Inc. / Quinn Data Facilities · 2012 — 2014
    Handled both inbound and outbound calls while maintaining established quality and resolution standards.

Skills & Expertise

CRMCustomer ServiceTelemarketingContent CreationCustomer Service Representative

Education

  • Associate in Computer Science
    STI College Cabanatuan · 2000 — 2001
  • Computer Programming and Operation (Technical)
    STI College Cabanatuan · 1997 — 1998