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Arminda P. — Junior CRM & Automation Virtual Assistant from Philippines

Arminda P.

Junior CRM & Automation Virtual Assistant

Philippines 3-6 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Arminda P. is a skilled Virtual Assistant specializing in insurance and automation, with a robust background as an Insurance Agency Virtual Assistant from February 2023 to February 2026. Her expertise lies in managing client communications and assisting with both personal and commercial insurance quoting through various portals. She adeptly monitored policy renewals, ensuring timely follow-ups with both clients and agents. During her tenure as an AgencyZoom Onboarding & Retention Automation Specialist, she excelled in building onboarding workflows and configuring CRM systems to boost efficiency and client engagement. Her capabilities extend to email and Jotform automation, where she developed workflows that significantly improved operational response times. Additionally, Arminda has provided valuable support in social media management and administrative duties in various roles, leveraging tools like Zapier, Canva, and Microsoft Office Suite to enhance process automation and task management. Her experience is amplified by her proficiency in CRM systems such as AgencyZoom, EZLynx, and Zoho CRM, making her an invaluable asset in managing documentation and database management tasks.

Experience

  • Insurance Agency Virtual Assistant

    Olongapo City, Zambales · 2023 — 2026
    Managed client communication through email and SMS. Assisted with personal and commercial insurance quoting using various insurance portals. Monitored policy renewals and conducted follow-ups with clients and agents.
  • Personal Assistant – Automation Agency

    Olongapo City, Zambales · 2025 — 2026
    Supported daily operations and managed workflow organization. Assisted with process improvements and automation tasks. Maintained accurate records and handled various administrative responsibilities.
  • General Virtual Assistant / Social Media Support

    Olongapo City, Zambales · 2025 — 2026
    Managed email inbox and responded to client inquiries in a timely manner. Assisted with basic social media posting and content support. Conducted data entry and web research with high accuracy.
  • AgencyZoom Onboarding & Retention Automation Specialist

    Olongapo City, Zambales · 2025 — 2025
    Built workflows for onboarding and retention within AgencyZoom. Established automated email and SMS sequences to enhance client engagement. Configured CRM pipelines and automation triggers.
  • Email & Jotform Automation Specialist

    Olongapo City, Zambales · 2025 — 2025
    Developed workflows for email automation to enhance response times. Created systems using Jotform for lead capture and data collection. Integrated forms with email systems for improved data flow.
  • Virtual Assistant

    Automation Agency, Olongapo City, Zambales · 2025 — 2025
    Streamlined follow-ups, task reminders, and quote tracking to improve efficiency. Created email campaigns and sequences for timely client engagement.
  • E-commerce VA

    Upwork · 2018 — 2019
    Managed customer service in a non-voice capacity. Conducted inventory management and handled order fulfillment.

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