Provided full virtual administrative support to agency brokers in the insurance industry, handling day-to-day operations remotely. • Managed policy data entry and client recordkeeping using EazyLynx and NowCerts • Coordinated for 5 broker emails communications, maintaining organized and responsive inboxes • Processed and tracked insurance documentation with accuracy and attention to detail • Handled scheduling conflicts and client clarifications, reducing miscommunications • Streamlined administrative workflows, allowing brokers to focus on business growth. Tools: EazyLynx · NowCerts · Microsoft Office · Google Workspace

Troubleshot POS software and hardware issues for restaurant clients via phone, including setup, errors, and payment processing. Resolved technical problems quickly to minimize downtime, escalating complex issues as needed. Delivered clear guidance and timely solutions, ensuring high customer satisfaction.

Delivered phone and in-store support for eye exams, eyewear orders, cancellations, warranty claims, and insurance verification. Resolved order delays and billing issues while coordinating with lab technicians and optometrists. Maintained accurate patient records in POS/CRM systems, including prescription updates and contact lens orders. Educated customers on lens options, processed payments and financing plans, and maintained accurate patient records.

Represented Equifax's products and services as part of a high-volume inbound/outbound sales operation, consistently meeting and exceeding monthly revenue targets. Built strong client relationships through tailored product recommendations and consultative selling techniques Executed upselling and cross-selling strategies that contributed to consistent quota achievement Maintained accurate records of client interactions and sales activity in CRM systems Delivered personalized follow-ups that improved customer retention and satisfaction scores Handled sensitive financial data and personal records with full confidentiality and compliance Tools: CRM systems · Salesforce · Data entry platforms · Slack