Kimberly Febrer

Virtual Office Assistant (Client: Luray Insurance)

Cover Desk Philippines LLC

Provide admin support to insurance agency based in the US.

As a Virtual Assistant, I perform administrative tasks for an insurance agency including:

 Making changes in documents

• Checking if changes made in policy are accurate

• Gathering and organizing document

• Creating certificates

• Data entry

• Calculating premium

• Verifying insurance coverage

• Checking if the policies are updated

• Gathering information for new quotes and renewal quotes

• Filing endorsements

• Etc

CV Data Entry & Compliance Steward (Subject Matter Expert)

·        Performs assigned functions by Team Leader and Operations Manager

·     Manage the associates which includes:

·     Coordinate with necessary departments on immediate concern of the team including but not limited to the following; IT, Human Resource, Training, Operations.

·     Do coaching and auditing works of associates

·     Train incoming associates depending on task delegated/ assign.

·     Monitor the attendance and other key performance indicators within the team.

·     Update process guidelines, training materials and other resources needed.

·     Identifying solutions to improve quality and expedite the task handling time 

·     Prepare, update and generate reports (e.g. volume, associate’s scores, etc.)

·     Troubleshoot system issues of associates before directly reporting it to IT

·     Coordinate with our onshore counterparts regarding process updates, volume reports, etc.

CV Data Entry ASSOCIATE (Primary),

CV Data Entry Associate (Primary)

·     Transfer content of applicant’s CV on a template provided by our client following the formatting guidelines depending on the industry that candidate is profiled.

·     Update candidate’s details on the system

·     Communicate with onshore counterparts via e-mail or chat regarding on processing candidate’s CV

Compliance & Placement Associate (Secondary)

·     Responsible for ensuring that all candidates are compliant in submitting all pre-employment requirements and related data/documents

·     Updates and maintains all related trackers in an organized manner.

·     Review and interpreting documents

·     Assisting the Import-Export Documentation

·     Coordinate with recruitment consultants for the compliance of candidate’s documents

·     Upload documents on the system

·     Sends daily, weekly, and monthly reports

·     Performance of other duties to be assigned

·     Responsible for a range of clerical back office administration functions from opening new accounts, data entry of account deposits, processing withdrawals, and updating records 

·     Prepare accurate quotations on each insurance inquiry in a prompt manner

·     Provide any administrative support on reports, emailing the customer with documents and follow company's workflow process

·     Review claims by verifying details, communicating to obtain data needed for analyses, and work in coordination with different parties to resolve all claims

·     Visits POS and acts as a potential customer 

·     Records conversation/ transaction with Sales Associate 

·     Sends the recording to Risk Department for evaluation 

·     Troubleshoot concerns, providing step by step instructions

·     Responsible for a range of clerical back office administration functions from opening new accounts, data entry of account deposits, processing withdrawals, investment administration and updating records 

·     Setup retirement pension, manage bank account details of account holder

·     Provides financial information via e-mail to policy holders e.g. premium history, tax certificate

·     Process bank transfer such as fund transfer, telegraphic transfer

·     E-mail correspondence to policy holders depending on the transaction requested

·     Verify documents received before processing the request on the system

·     Use variety of online tools on processing requests. 

·     Performs assigned other functions assigned by Team Leader:

·     Update the performance board and send reports on time and accurately