Operations Virtual Assistant | Admin
Philippines
I am a highly organized and detail-oriented professional with strong analytical and interpersonal skills. I have experience working in fast-paced environments where accuracy, efficiency, and clear communication are essential. I am comfortable managing multiple tasks, analyzing data, coordinating with different teams, and ensuring that processes run smoothly. My key strengths include problem-solving, adaptability, and a strong commitment to delivering high-quality results. I communicate clearly and professionally, whether working with clients or collaborating internally, and I take pride in understanding client needs to provide timely and effective solutions. I am also tech-savvy and quick to learn new systems, which allows me to adapt easily to different tools and workflows. What makes me stand out is my strong sense of ownership and accountability. I don’t just complete tasks—I look for ways to improve processes, increase efficiency, and add value beyond what is expected. I approach every responsibility with professionalism, integrity, and a client-first mindset. The value I bring to clients includes reliability, attention to detail, proactive communication, and a genuine commitment to helping them achieve their goals. I aim to build trust through consistent performance and by delivering solutions that support both immediate needs and long-term success.
Standard Insurance Inc., full_time
Sep 2025 to Present
Manage end-to-end client account servicing, including email support, inquiries, quotations, renewals, and policy issuance. Maintain strong relationships with existing clients while actively closing deals to generate new business. Proactively follow up on new leads and prospects to secure new clientele and expand the client base. Prepare competitive insurance rates, quotations, and customized packages based on client needs. Generate and negotiate insurer quotations to support brokers and intermediaries. Oversee policy renewals, ensuring timely follow-ups and preventing policy lapses. Reconcile commission variances and review monthly Statements of Account (SOA). Coordinate closely with brokers, agents, agencies, underwriters, processors, and internal teams. Consolidate and manage insurance documentation to ensure accuracy and regulatory compliance. Generate monthly renewal lists and lead follow-up efforts to maximize retention. Prepare detailed monthly production and performance reports for management. Provide operational and administrative support to senior management and handle other assigned responsibilities.
Standard Insurance Inc., full_time
Apr 2022 to Aug 2025
Provide general email servicing and inquiry support for the insurance team. Assist in servicing existing client accounts and responding to customer requests. Follow up on assigned leads to support client acquisition efforts. Prepare insurance rates, quotations, and policy packages as required. Generate quotations from insurers to support brokers, agents, and intermediaries. Monitor policy renewals and maintain accurate renewal tracking lists. Perform data entry and updating of prospective and existing customer records. Coordinate with brokers, agents, agencies, underwriters, and processors for policy processing. Consolidate, upload, and organize insurance documents to ensure completeness and compliance. Generate monthly renewal call lists and assist in follow-up activities. Prepare basic m onthly reports, including production tallies. Perform administrative duties and provide support to management as assigned.
Standard Insurance Inc., full_time
Aug 2018 to Apr 2022
Assisted in sales operations, quotation preparation, and policy issuance. Monitored renewals and followed up with clients and intermediaries. Consolidated and prepared weekly and monthly production reports. Handled data entry, printing, sorting, and filing of insurance policies. Coordinated with brokers, agents, and agencies for policy processing. Performed general administrative tasks in support of management.
BDO INSURANCE BROKER'S\, contract
Aug 2016 to Aug 2018
Generated and maintained client accounts using the BDOI system. Encoded, sorted, and printed insurance-related documents. Processed insurance placements and renewals. Assisted walk-in clients and handled inbound phone inquiries. Verified and matched system records with actual client documents. Received, checked, and monitored documents from clients and branches. Tracked policy delivery and ensured timely release. Provided administrative assistance to management.