LIZ L.

Liz L. is a specialized Virtual Assistant with a focus on administrative support, customer service, and QuickBooks support, bringing over two years of experience in sales and customer service, including international accounts. Liz is adept in handling reconciliations, reporting, and workflow support through practical training in QuickBooks Online. She plays a crucial role in helping business owners streamline operations and manage client relationships efficiently. As a Bancassurance Sales Executive at BPIAIA Life Assurance Corporation, Liz excelled in organizing financial documentation and maintaining client records with accuracy. Her role involved coordinating insurance claim processes and educating stakeholders on policies. Additionally, her experience as an Outbound Caller included scheduling appointments and managing client follow-ups with precision. Liz's proficiency in CRM tools like Salesforce and document management systems such as SharePoint supports her adaptability in learning new software, underscoring her commitment to providing reliable support while maintaining compliance and confidentiality.