Virtual Assistant

Utilized Zendesk to manage and resolve customer inquiries via chat, email, and phone, ensuring timely and accurate responses. Assisted customers with service renewals, upgrades, and cancellations, providing clear information and support throughout each process. Handled billing inquiries, processed credit adjustments, and facilitated refunds while maintaining accurate records in the CRM system. Provided technical support by troubleshooting issues and guiding customers through effective solutions to enhance user satisfaction.

Managed CRM systems to update client information, track interactions, and ensure timely follow-ups. Coordinated calendars, scheduled appointments, and maintained to-do lists to optimize time management. Organized and transferred Zoom video recordings to Box for secure storage and easy access. Created and formatted certificates using Microsoft Word, ensuring accurate data entry. Edited and organized documents in Adobe Acrobat, preparing them for distribution. Utilized Microsoft Forms to collect information and organized data into folders for storage in Box. Provided backend support for real estate operations, including checklist management and Learning Management System (LMS) administration. Coordinated bookings, scheduling, and prepared quotes for residential and commercial cleaning services. Processed basic invoicing tasks using QuickBooks, ensuring accurate billing and timely payments

Issuing COIs and invoices for commercial insurance policies. Reviewing all documents for accuracy and sending the policy to the insured. Sending and following up on inspection recommendations with the insured, and forwarding the completed items to the broker. Attaching all relevant documents and important email correspondence in Epic.