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Joana T. — Mid-Level Insurance Virtual Assistant from Philippines

Joana T.

Mid-Level Insurance Virtual Assistant

Philippines No experience yet
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Joana C. is a highly skilled Virtual Assistant currently engaged with Cover Desk Philippines. She specializes in managing both commercial and personal lines accounts in the insurance domain. Joana excels in tasks such as email and phone call management, data entry, document preparation, and database organization, showcasing her strong organizational abilities and proficiency in computer applications. With adept analytical thinking and adaptability, she thrives in fast-paced environments, prioritizing tasks to ensure seamless operations even under pressure. She has a significant background as a Customer Service Representative at Buwelo BPO Solutions, where she managed healthcare-related inquiries, maintained patient databases, and resolved customer complaints with professionalism and empathy. Joana transitioned across various industries including hospitality, automotive, and real estate, leveraging her strong verbal and written communication abilities to enhance customer relationships and contribute to organizational goals. Fluent in English and Japanese, she holds a Bachelor of Science degree in Accountancy from Columban College - Olongapo.

Experience

  • Virtual Assistant

    Cover Desk Philippines · 2023 — Present
    Managed personal lines accounts to strengthen customer relationships. Oversaw email correspondence and filtered messages for timely replies. Handled phone inquiries, scheduled appointments, and documented detailed messages. Conducted data entry, ensuring accurate updates of spreadsheets and databases. Prepared documents and edited reports for clarity. Researched online for relevant information and organized databases to enhance information access.
  • Customer Service Representative

    Buwelo BPO Solutions Exactstar · 2021 — 2023
    Managed inbound and outbound calls regarding healthcare services, insurance approvals, and verified medical requests for insured clients. Entered and updated patient information in databases, maintaining accuracy and confidentiality. Addressed customer complaints empathetically, promoting loyalty and repeat business. Handled high-stress situations with professionalism, ensuring disputes were resolved effectively.
  • Account Specialist

    FILINVEST INC. · 2020 — 2021
    Engaged potential clients through outbound calls while scheduling appointments and explaining products and services. Provided exceptional customer service via various channels, including phone, email, and chat. Responded promptly to customer inquiries, offering solutions efficiently.
  • Customer Relation Management (Asst. Supervisor)

    Laus Group of Companies Mitsubishi Car World · 2017 — 2020
    Handled customer complaints with empathy to foster loyalty and encourage repeat business. Improved client satisfaction by responding quickly to inquiries and resolving issues. Contributed positively to the work environment through strong interpersonal skills and effective conflict resolution. Organized meetings and events, facilitating communication among departments and stakeholders.
  • Sales & Marketing Assistant

    MBK INC. · 2015 — 2017
    Assisted call-in customers with inquiries and managed order processing, subsequently enhancing customer satisfaction. Developed and implemented targeted marketing strategies that increased sales revenue. Improved social media presence while creating engaging content to resonate with target audiences, leading to growth in followers and brand recognition.
  • Interpreter

    Ishizaka's Immigrations Lawyers Office · 2011 — 2011
    Utilized active listening and cultural sensitivity to provide accurate interpretations, ensuring clear communication. Maintained message content, tone, and emotion to preserve context during interpretations. Enabled effective communication between clients and non-English speakers through real-time translation.

Skills & Expertise

Education

  • Bachelor of Science: Accountancy
    Columban College - Olongapo · — — 2004

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