REGIELYN AJOC
V I R T U A L
A S S I S T A NT
CONTACT ME:
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SKYPE: L IVE: .CI D. 6 6 5 0 7D9A7 E 3 FD4CC
EMAIL:-
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How I sound on the phone
P R O FI L E
A goal-oriented professional with 5 years of proven success as an
insurance advisor and 4 years as a Virtual professional, Account
content manager, and Claims specialist dealing with clients, and
helping them with their needs. As a Virtual professional, I am
skilled in handling diverse tasks in a fast-paced environment and
love to help business owners increase their productivity and
boost their revenues through my excellent customer service
while supporting their administrative tasks.
E D UCAT IO N
Bachelor of Science in Business
Administration Major in Financial
Management
UNIVERSITY OF CALOOCAN
T RAINING S
Property Management Academy
1. Property Management - 8 Hours
2. Fair Housing
Disparate Impact
Communicating
with
People
Who Are Deaf or Hard of
Hearing
Terms, Conditions, and Privileges
Reasonable Accommodations
and Modifications
3. Business Etiquette
4. Conflict Resolution
5. Business Ethics
6. Honesty and Dishonesty
WORK EXPERIENCE
CLAIMS SPECIALIST
Claims Advocate Pty Ltd | June 2024 – Jan 2025 (Australia)
Manage end-to-end claims processes for the general line of
business.
Ensure timely and accurate assessment, processing, and settlement of
claims.
Collaborate with internal teams and external stakeholders to facilitate
smooth claims resolution.
Manage key stakeholder relationships with brokers, underwriters &
other executives.
Prepare spreadsheet and PowerPoint claims reports in an accurate
and timely manner for the external stakeholders.
Improve client claims experience and achieve agreed SLAs with
customers.
Implement and optimize functions in Zendesk and other tools to
enhance remote work efficiency for all staff members.
Provide administration support to brokers by participating in insurance
policy pre-renewal, renewal, and post-renewal activities including
certificate of currency, endorsements, drafting quotations, and creating
renewal reports.
Proactively engage with staff members to understand business
processes, while thinking creatively to anticipate, identify and solve
problems.
ACCOUNT CONTENT MANAGER
RARE AGENCY | Jan 2024 – Jan 2025 (Miami Florida, USA)
Manage 20+ model accounts by regular communication with content
creators to ensure timely content submissions.
Claims Management Training
Motor Vehicle Insurance
Property Insurance
Liability Insurance
Content Management Training
Content Organization
Content Scheduling & Posting
Track and update custom content using spreadsheets and service as
the primary point of contact for chatters regarding inquiries or sales,.
Organize uploaded content into Google Drive and the platform’s vault,
schedule content queues, and perform basic photo editing.
Schedule and manage content in the queue for models and content
creators every week.
Boost audience engagement by creating captivating captions that
align with each creator’s unique style.
V I RT U A L I N S U R A N CE A DV I S O R
AFIA Insurance Brokerage Services | May 2022 – Nov 2023 (UAE)
Provided excellent customer service by addressing concerns and
inquiries promptly and professionally.
Deals with existing and new customers to negotiate and close
the deal, prepare and present motor quotations, email, follow up
calls, and issue policies, confidently servicing and consulting
each prospect and customer.
Coordinate with reputed insurance companies and underwriters
regarding quotations, policy terms, endorsements, cancellations,
claims, and refunds.
Responsible for providing professional advice regarding motor
insurance and working on a monthly sales target.
A D M I N IS T R AT I V E S UP P O RT V I RT U AL A S S I ST A NT
AFIA Insurance Brokerage Services | Oct 2021 – May 2022 (UAE)
Prepare
accurate
and
competitive
quotations
to
match
the
advisor’s strategy on each insurance inquiry in a prompt manner
Navigate through portals with ease and efficiency to generate
and procure terms.
Provided administrative support on reports, emailed the customer
with documents, and followed the company's workflow process.
Assist the sales advisor with preparing reports, follow-ups, and
maintaining documentation.
Collects and reviews client information/documents by attending to
or making telephone calls; and verifying information & assigning
leads.
Inform clients by assisting with the after-confirmation process
and application procedures.
SKILLS
F I N A N C I A L I NS U R A N C E A DV I S O R
P RO FE SS IO N A L
CRM
(Salesforce, Zendesk & Insly)
3CX & Dialpad
Communication tools & apps
Microsoft Office
Google Suite
Google Workspace
Google Research
Canva
Discord & Slack
Customer service
Interpersonal skills
Administrative support
Sales & Marketing
Data entry and documentation
Email management
Calendar management
Basic Accounting & Bookkeeping
Handling Calls
Leads generation
Appointment Setting
Claims Handling
Escalation Handling
Social Media & Graphic design
Organized & detail-oriented
Adaptability & Swift learner
Problem-Solving skills
AXA Philippines | Aug 2016 – Sept 2021 (Philippines)
Sold various types of insurance policies based on customer needs
and preferences.
Developed and maintained a network of potential clients through
referrals and cold calling.
Assess clients' needs and goals, monitor accounts to retain
customers, and help them with insurance needs.
Conducted regular market research to stay updated on industry
trends, assess clients' needs and goals, recommend strategies,
execute strategies, monitor accounts, and identify new opportunities.
Keep
client
policies
up-to-date
with
regular contact
and
review while acquiring new clients continuously.
A D M I N IST R AT I V E SE C RET A RY (Philippines)
Bert Lozada Swim School | February 2014 – April 2016
Handled customer requests efficiently while maintaining an
accurate and up-to-date database.
Log and manage calls to ensure seamless and high-quality customer
service.
•
Process payments and deposits into the company’s bank accounts
with precision.
•
Perform documentation and administrative tasks to support overall
operations.
.
