•Fill out the client's insurance form.
•Ensured clients questions were answered accurately and within one business day
•Daily mail tracking and business production
•Designing office presentations and virtual artcards for clients
•Managed appointments and calendar and booked meetings with new and existing clients.
•Organized and maintained online company files, invoices, and other digital documentation.
•Organize companies paper works and ledgers
•Ensuring and maintain confidentiality of all communications and documentation
•Perform a variety of accounting activities, such as expenses reports, purchase order and invoices each week• Downloading Accord forms and updating carrier/raters websites
• I perform various servicing tasks, and requoting, rewrite and quote, for all kinds of insurance.
• Reviewing wind mitigation and 4 point inspection
• Rating in rater site, then quoting in different carriers
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.