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Jan K. — Mid-Level Insurance Virtual Assistant from Philippines

Jan K.

Mid-Level Insurance Virtual Assistant

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Jan Karlo “jk” L. is an experienced Virtual Assistant and team leader based in Davao City, Philippines, with a background spanning the insurance, healthcare, telecommunications, and real estate industries. He has supported insurance agencies in roles involving policy quoting, documentation preparation (including ACORD forms), and CRM management across commercial, personal, auto, and trucking sectors. As a Medical Administrator for OCTAGOS Health, he coordinated heart monitoring logistics, patient scheduling, and maintained accurate medical records. Previously, as a Team Leader for T-Mobile Billing and Technical Support at Alorica and a technical support specialist for AT&T at VXI Global Holdings, Jan Karlo managed teams, handled escalations, led customer retention initiatives, and drove sales through inbound and outbound calls. He also contributed to real estate as a social media manager, generating client engagement. Throughout his career, he has demonstrated proficiency in document generation, email administration, social media management, and maintaining organized digital workflows.

Experience

  • Medical Administrator

    OCTAGOS Health · 2024 — 2026
    Coordinated heart monitoring appointments, ensuring accurate scheduling for reports and follow-ups while maintaining up-to-date patient records in the CRM system. Reviewed and reported essential health details, and managed communication with vendors for device verification and patient inquiries.
  • Virtual Assistant

    Boring Insurance Co. · 2024 — 2024
    Handled quotes and customer inquiries while ensuring the accuracy of CRM information. Managed email correspondence and calendar scheduling, and generated necessary documents for the insurance team, including ACORD forms and proposals.
  • Virtual Assistant

    Lamb Insurance GA · 2023 — 2024
    Conducted cold calls to trucking leads to initiate quotes, maintained updated CRM records, and coordinated email communications. Supported the team with weekly renewal reports aimed at enhancing monthly revenue.
  • Executive Virtual Assistant

    Valley Trucking Insurance · 2022 — 2023
    Managed social media engagement by generating content and overseeing algorithm strategies. Handled daily updates and ensured effective calendar management for the licensed insurance agent.
  • Social Media Manager

    Real state Co. · 2021 — 2022
    Directed daily social media interactions and filled out applications for prospective clients, maintaining oversight of engagement statistics.
  • T-Mobile Mentor / Senior Expert / Team Manager

    Alorica Philippines – Davao · 2017 — 2022
    Guided a team of sales and technical support representatives, assisting existing subscribers with internet speed upgrade requests. Handled inbound and outbound calls while effectively managing customer satisfaction and promoting service enhancements.
  • Technical Support / Sales Support

    VXI Global Holdings Inc. · 2016 — 2017
    Provided customer service for AT&T products, assisting clients with technical troubleshooting and sales inquiries. Utilized various tools and software to resolve customer concerns and escalated complex issues to management as needed.

Skills & Expertise

Education

  • Computer Graphics and Animation
    AMA Davao · 2018 — 2020

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