Joana Marie Bongar

ABOUT ME High-performing Virtual Assistant with nearly two years of remote experience and over two years in the BPO industry, specializing in sales support, customer service, collection accounts, financial and insurance accounts. Skilled in appointment setting, Editings, cold calling, data entry, telemarketing, CRM management, email and calendar coordination, client follow-ups, document management, and data analysis. I focus on optimizing workflows, increasing response rates, and maintaining structured systems for greater productivity. Highly adaptable, tech-savvy, and able to work independently with minimal supervision, I combine efficiency, organization, and proactive communication to enhance client experience, streamline operations, and deliver consistent, high-quality results. My goal is not just to assist but to become a reliable partner in growing your business. WORK EXPERIENCE: TIANLU INTERNATIONAL BPO - Telemarketing /Cold Calling / Sales Representative Responsibilities: As a sales representative, I generated leads through cold calling and promoted financial products to potential clients, as well as selling authentic gold jewelry through international outbound calls. I honed my communication and persuasion skills while working towards sales targets. RAV- MG VIRTUAL ASSISTANT Customer Support/Appointment Settler /Financial &Sales Account) – Work from Home Responsibilities: As a virtual assistant, I provided comprehensive customer support by addressing client inquiries and resolving issues efficiently through both inbound and outbound calls. I managed appointments, coordinated schedules, and handled financial and sales-related tasks, including collecting tax payments and offering IRS Tax Relief Programs. I utilized my organizational, problem-solving, and communication skills to ensure smooth operations, client satisfaction, and compliance with tax regulations. Additionally, I leveraged expertise in data management and CRM systems to maintain accurate records and enhance service delivery. SBOVACOM Virtual Assistant / Cold Calling/ Appointment Setter (Insurance Account)- Work from Home Responsibilities: As a virtual assistant for an insurance account, I provided administrative and customer support services, ensuring efficient handling of client inquiries and calling customers to do policy reviews or offer new policies for their business, auto, life, land, or home property insurance needs. I demonstrated strong attention to detail and communication skills in managing insurance-related documentation and processes. Additionally, I leveraged cold-calling techniques to generate leads, schedule appointments for insurance agents, and explain policy benefits to potential clients. My expertise includes utilizing CRM, Google Workspace Excel, and HubSpot systems to track customer interactions and insurance policy details, ensuring compliance with insurance regulations, and providing tailored insurance solutions to meet client needs. GENPACT LCC BPO - Financial Account - Outbound and Inbound Calls Responsibilities: Worked as a BPO Agent, I focused on sales and financial accounts, generating leads, making calls to collect car monthly payments, processing car insurance and claims, and receiving inbound calls to process payments. Contributing to revenue generation and client satisfaction, I utilized my analytical and communication skills to manage accounts and achieve sales targets. EXL SERVICE BPO - Customer Service (Car Insurance and Home Property Insurance) Responsibilities: As part of the BPO team, I specialized in customer service for insurance accounts, receiving calls to process claims, enrolling customers for new insurance quotes, providing support, sending emails and receipts, and resolving inquiries to ensure customer satisfaction regarding their insurance coverage. I demonstrated strong problem-solving and communication skills in managing insurance-related issues. SIMPLE BIZ – RESPONSIBILITIES: General Virtual Assistant (Realestate Industry) Responsibilities : Handling inbound calls and making cold calls to potential customers, creating and editing advertisements, and posting content on websites and social media platforms. EDUCATIONAL BACKROUND BACHELOR OF INTERNATIONAL TOURISM AND MANAGEMENT College Graduated (Our Lady of Fatima University - Antipolo) SKILLS APPOINTMENT SETTING CUSTOMER RELATIONSHIP MANAGEMENT (CRM) PROFICIENCY FINANCIAL ACCOUNT HANDLING INSURANCE ACCOUNT MANAGEMENT SALES AND TELEMARKETING DATA ENTRY ADMINISTRATIVE TASK MANAGEMENT TIME MANAGEMENT AND PRIORITIZATION PROBLEM-SOLVING ABILITIES COMMUNICATION SKILLS (WRITTEN AND VERBAL) COLD CALLING AND LEAD GENERATION VIRTUAL ASSISTANCE COMPETENCY CALENDAR MANAGEMENT PAYMENT PROCESSING MANAGING EMAILS HANDLING INBOUND AND OUTBOUND COMMUNICATIONS ORGANIZING AND MAINTAINING DOCUMENTS EDITING ( FOR CREATING ADDS AND POSTINGS) SOFTWARE/ TOOLS HUBSPOT SALESFORCE ZOHO CRM GOOGLE SHEETS (FOR TRACKING LEADS) POWER DIALERS CALL TRACKING SOFTWARE RING CENTRAL 8X8 DIALER CUSTOMER WORKBENCH VERINT PROTECT GOOGLE WORKSPACE (GMAIL, GOOGLE CALENDAR, GOOGLE DRIVE) MICROSOFT EXCEL, GOOGLE SHEETS MICROSOFT 365 (OUTLOOK, MICROSOFT TEAMS, ONEDRIVE) CANVA CALENDLY GOOGLE CALENDAR ZOOM DIALPAD SMART KNOWLEDGE ZENDESK CLAIMCENTER (GUIDEWIRE) SHAREPOINT DOCUSIGN MAILCHIMP ONLINE PAYMENT GATEWAYS ACI PAYMENTS INC AIRCALL ADOBE EXPRESS – QUICK GRAPHIC CREATION WITH TEMPLATES CRELLO (VISTACREATE) ADOBE PHOTOSHOP – ADVANCED PHOTO EDITING LIGHTROOM