Executive Assistant verified_user
Verified experience
public Remote experience
CGX Financial Group
Feb 2024 - Current (2 years 3 months)
As an Executive Assistant, I managed client communication by handling inquiries, providing policy information, and clearly explaining complex insurance products and services. I efficiently organized and managed email correspondence, ensuring timely responses and follow-ups. Additionally, I scheduled, organized, and facilitated virtual meetings, including taking and distributing minutes to ensure effective communication. Proficiently utilizing Customer Relationship Management (CRM) tools like Salesforce, Zoho, or HubSpot, I managed client interactions and data, while gaining experience with insurance-specific platforms such as Applied Epic, AMS360, or Vertafore to enhance operational efficiency. Familiar with virtual collaboration tools incl