General VA | Insurance Operations Specialist | Bookkeeping Admin
Rizal
Executive & Administrative Support: Calendar management, email handling, document organization, and task coordination across teams Client Communication & Relationship Management: Professional, high-level English communication with clients, stakeholders, and partners Process Optimization: Proven ability to improve workflows using tools like Excel, Google Workspace, and CRM systems Data & Financial Management: Bookkeeping, reporting, and maintaining accurate records—ensuring organized and efficient operations Adaptability Across Industries: Experience working remotely with international teams, allowing me to quickly adjust to tourism and entertainment operations
Condor POS Solutions RP Inc - InsureLine Brokers (Clear Cut), full_time
Oct 2020 to Apr 2026
Financial Accuracy: Managed Accounts Receivable and daily bookkeeping via Applied EPIC, ensuring all agency bill statements and commissions were reconciled with 100% accuracy. • Process Optimization: Developed and maintained a referral tracking system in Excel, reducing quote response times by monitoring the central inbox and assigning brokers immediately. Database Management: Systematized client files in EPIC by attaching all correspondence and setting up activities/opportunities to ensure a seamless audit trail. • Reporting: Generated weekly financial and performance reports for management to assist in data-driven decision-making regarding broker sanctions and team logins.
Condor POS Solutions - Lundgren & Young Insurance, full_time
Jun 2014 to Oct 2020
Digital Transformation: Converted handwritten commercial applications into electronic formats, increasing the submission approval rate by ensuring documents were "Top of Pile" ready for underwriters. • Pipeline Management: Managed the "Prospect Wizard" for new commercial leads, eliminating duplicate entries and ensuring all legal entities and customer codes were correctly integrated into Power Broker. • Stakeholder Communication: Acted as the primary liaison between producers and underwriters, managing the comsubmissions inbox and ensuring all communication was logged chronologically. • Special Projects: Successfully executed a large-scale "Rollover Project," transferring hundreds of personal and commercial policies to new carriers by accurately pulling and migrating sensitive documentation.