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Joana M. — Junior Virtual Assistant from Philippines

Joana M.

Junior Virtual Assistant

Philippines 2-3 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Joana M. is a dedicated Virtual Assistant with significant experience in the real estate and insurance sectors. Holding a B.S in International Tourism and Management from Our Lady of Fatima University, she has honed expertise in cold calling, lead generation, and CRM management. At TIANLU INTERNATIONAL, Joana effectively conducted outbound calls to promote real estate services, building rapport to qualify leads and schedule appointments, closing 20-30 deals monthly. Her role at TELETECH involved managing inbound and outbound communications, processing orders, and providing customer service, all while efficiently managing customer data with tools like Zendesk and Google Workspace. Previously at EXL SERVICES, she demonstrated strong customer service skills by resolving insurance-related inquiries and updating CRM systems to ensure customer satisfaction. Joana is adept at using platforms such as Talkdesk and Calendly to enhance efficiency and productivity.

Experience

  • Customer Service Representative - WFH

    TELETECH (TTEC) · 2024 — 2025
    Managed inbound calls, emails, and SMS from customers while documenting all call information per standard procedures. Entered new customer details into the system and processed orders, forms, and applications. Provided product and service information and completed call logs.
  • Customer Service Representative (Insurance)

    EXL SERVICES · 2023 — 2024
    Assisted customers with inquiries related to home and auto insurance. Managed inbound and outbound calls, emails, and follow-ups. Updated CRM documentation of customer interactions and processed applications while providing quotes.
  • Real Estate Virtual Assistant / Cold Caller

    TIANLU INTERNATIONAL
    Conducted outbound cold calls to prospective clients to introduce real estate services and promote agent offerings. Built rapport with leads and assessed seller readiness, qualified leads based on interest, and scheduled follow-ups and appointments. Maintained detailed notes in the CRM system and handled SMS and email follow-ups.

Skills & Expertise

Education

  • B.S International Tourism and Management
    Our Lady of Fatima University

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