Skills
2-5 Years
Process improvement
2-5 Years
Monday.com
2-5 Years
CRM management
2-5 Years
Email & calendar management
5-10 Years
Mailchimp
1-2 Years
Customer service > Sales Representative > Customer Support
5-10 Years
Client Onboarding
2-5 Years
Google Workspace
2-5 Years
Customer Support > Claims Handling > Virtual Assistance
2-5 Years
Accounting > Accounts Payable>Bookkeeping>Quickbooks>Xero
1-2 Years
*Administrative Support -
5-10 Years
Experience highlights
Executive Assistant / Admin & Social Media Specialist
Self-employed/Business Coach Support
·
June/2025
–
Present
Provided executive-level administrative and operational support. Coordinated virtual events via Zoom. Managed client onboarding and CRM workflows using Dubsado. Prepared contracts and invoices with Xero. Oversaw content publishing and quality control.
Virtual Office Assistant (Insurance Claims Support)
Insurance Claims Firm
·
June/2024
–
Present
Handled client and adjuster communications. Supported claims processing and documentation. Initiated new claims, sent LOEs and RFIs using Organized Adjusting CRM. Scheduled inspections and maintained audit-ready records.
Data & Document Specialist
Business Services Company
·
January/2024
–
Present
Managed CRM data entry, document uploads, and digital file organization. Administered client contracts from creation to execution. Performed email cleansing and improved workflow efficiency.
Account Officer Assistant
Financial Institution
·
September/2019
–
Present
Processed 20+ loan applications monthly and 100+ loan releases. Managed 25+ client accounts with accurate financial records. Handled billing, collections, and accounts receivable follow-ups.
Customer Service Associate
Banking Institution
·
October/2017
–
Present
Handled banking transactions including deposits, withdrawals, and loan payments. Maintained accurate records and performed cash reconciliation. Promoted bank products and resolved client concerns.
