NANCY D.
Mid-Level Virtual Assistant
Open to offersNew to PlatformAbout
Nancy A. is a dependable and client-focused Virtual Assistant with robust experience in communication, organization, and administrative support. Her comprehensive background in education and leadership at the Department of Education, where she served as a Teacher III from 2000 to 2023, highlights her high level of professionalism and attention to detail. Nancy effectively manages schedules, handles client communications, and maintains organized systems that facilitate smooth business operations. As a Unit Manager at Pru Life UK, she has successfully led a team of financial advisors, conducted coaching sessions, and ensured client satisfaction by providing timely and professional resolutions. Her role as a Financial Advisor further showcased her capability to assist clients with financial planning and policy management, illustrating her profound understanding of these areas. With additional strengths in data entry, file organization, and social media support, Nancy is skilled in both time management and multitasking, making her an asset to any team.
Experience
Teacher III
Department of Education · 2000 — 2023Delivered structured lessons while effectively managing classroom operations. Prepared reports and maintained accurate records, including documentation of student progress. Engaged with parents and administrators regarding student performance and handled administrative tasks including scheduling and report preparation, demonstrating strong organizational skills and adaptability to new teaching methods.Unit Manager
Pru Life UKLed a team of financial advisors while managing daily operations such as client coordination and scheduling. Conducted coaching sessions, facilitated training, and performed performance reviews. Addressed client concerns and ensured resolutions were timely and professional. Maintained organized records of client cases, submissions, and issued policies, while efficiently coordinating meetings and team activities.Financial Advisor
Pru Life UKAssisted clients with financial planning and managing insurance policies. Maintained ongoing communication to foster long-term client relationships. Handled scheduling and follow-ups related to policy processing, and provided clear explanations of financial concepts. Ensured documentation was accurate and requirements were submitted on time.
Skills & Expertise
Education
- Bachelor of Elementary EducationWestern Mindanao State university
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