Insurance Operations Specialist combining a Computer Science foundation with a deep mastery of the HawkSoft Agency Management System. With 11+ total years of professional experience, I bridge the gap between technical data entry and high-touch customer service. Expert at managing the heavy lifting of back-end insurance tasks—including document attachment, and marketing support—allowing agencies to focus on growth and client retention.
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Insurance Virtual Assistant
PNW Insurance Group
Mar 2025 - Mar 2026(1 year 1 month)
• Utilized HawkSoft for comprehensive back-end operations, ensuring 100% accuracy in policy documentation and file organization.
• Managed high-volume data entry within the agency management system.
• Streamlined virtual workflows and carrier communications to reduce policy processing turnaround time.
Insurance Virtual Assistant
InsBoss
Mar 2022 - Feb 2025(3 years)
• Provided dedicated support for insurance workflows, specializing in HawkSoft data management and administrative task automation.
• Maintained precise records, ensuring all carrier documents were correctly attached and categorized within the system.
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CCE / Customer Service Representative
TENERITY
Jan 2021 - Mar 2022(1 year 3 months)
• Handled complex customer inquiries with a focus on problem-solving, retention, and maintaining high CSAT scores.
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Sales Agent
ProbePH
Jul 2020 - Jan 2021(7 months)
• Engaged in outbound and inbound sales, consistently exceeding performance targets through persuasive communication.
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Customer Service Representative
CxLoyalty Everise SYKES
Sep 2015 - Jul 2020(4 years 11 months)
• Managed international accounts across BGC and Bacolod City, developing a "client-first" mindset in high-pressure environments.
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Office Staff
CCOTLDC
Jul 2014 - Oct 2014(4 months)
• Assisted with foundational administrative tasks, document filing, and office management.