General Virtual Assistant | Insurance Specialist and Zapier pioneer
Davao del Sur
Good day, My name is Hans and I am an insurance specialist virtual assistant with multiple experiences on many platforms. I have accomplished the following metrics and have fulfilled my tasks as a virtual assistant outstandingly following these tasks: • Manage automations through AgencyZoom CRM, and take charge of pipeline workflows • Handle customer data entry, endorsements, and updates through HawkSoft AMS • Create reports from HawkSoft AMS and fulfill necessary customer document compliances • Handled data migration from air table embedding to Notion AI. • Update entry fields for customized forms via CognitoForms. With these, I hope to be a strong candidate fit for the role of CSR, Data Entry, and/or General VA. Thank you very much for considering my application. Sincerely yours, Hans Matthew Delos Santos
Lava Automations, full_time
Sep 2024 to Feb 2026
•Handling Customer Service through email and phone. •Manage and Triage emails according to urgency of resolved output. •Handle Agencyzoom CRM Management and Zapier Automation pings to CognitoForms •Process policy changes, endorsenents and applications including invoices