Mark B.

Insurance Services

Misamis Oriental, Cagayan de Oro, Philippines

Overview

I help Insurance Advisors their daily needs since February 2022. Managing appointments, Answer Calls and Emails etc.

Skills and Tools

• Calendar Management
• Google Calendar
• Google Drive
• Google Workspace
• Email Management
• Client Communication
• Process Documentation

Work History

• Admin Assistant - Virtual Assistant

  Hecht Insurance Advisors, LLC, part_time

  Feb 2022 to Present

  Confirm Appointments Check Voicemails Check email for anything that needs to be followed up on. Schedule any appointments that need to be scheduled. Follow up on any incomplete tasks from the previous day. Check CRM for any tasks that need to be followed up on. Maintain Spreadsheets: Book of Business