Company Name 1
Singh Insurance and Financial Services
Job Title
Executive Virtual Assistant
Job Description
Handle inbound and outbound calls.
Engage in back-to-back email communications.
Organize company and client’s files.
Train other virtual assistants.
Quote insurance policies using EZLynx Rating Engine & various Ins. companies.
Attends various webinars in the Insurance Industry trends.
Customer Retention - focused.
Process automation: Automating routine tasks and workflows, such as sending follow-up emails, scheduling appointments.
Analyzing customer data to gain insights into customer behavior, trends, and preferences, and generating reports.