Skills
Office and Administration > Data Management
1-2 Years
Real Estate > Appointment Setting
1-2 Years
Office & Administration > Customer Service
2-5 Years
Experience highlights
Data Management
Zurita Insurance
·
June/2023
–
Present
June 2024 - July 2025
*Managing all manual data entry within
Agency Management System (AMS)
Handling manual policy renewals
Data entry
Ensuring all policy applications are
properly completed and uploaded
Organizing documents within client
portfolios
Creating/Running custom reports
Compiling data for management team
Admin Assistant
Crusaders Growth Partners
·
November/2022
–
Present
* Record client meeting discussions for reference
Assist in HR functions
Process invoices accurately and collaborate with finance
Support team activities and enhance communication
within the team
Appointment Setter
The Swann Team with EXP Realty
·
July/2022
–
Present
Appointment Setting
Cold Calling, Reverse Prospecting
Data entry
Email Management
Graphic Designing
Appointment Setter
The Babins team with EXP Realty
·
July/2021
–
Present
Appointment Setting
Email Management
Cold Calling, Reverse Prospecting
Social Media Management
Data entry
Graphic Designing
Appointment Setter
Your Prospector
·
November/2020
–
Present
An agency of Virtual Assistants build by several realtors in California to build business
connection by cold calling Loan Officers in the entire United States.