General Santos, Soccsksargen, Philippines
I am a remote administrative support professional with over 15 years of experience in insurance and regulated financial environments. I support advisers, agents, and brokers by managing backend operations, documentation, CRM updates, renewals tracking, and workflow coordination so they can focus on client relationships and business growth. My experience includes policy processing, compliance documentation, case tracking, client follow-ups, record maintenance, and maintaining accurate CRM systems such as Salesforce. I am highly organized, detail-oriented, and comfortable working independently in remote setups while meeting deadlines and service standards. I am currently open to remote administrative, insurance support, and CRM-focused roles (AU day shift or PST part-time).
US-Based Company (Remote Contract) September 2025– December 2025 Description: Provided remote administrative and CRM support in a structured, process-driven environment. Key Responsibilities: • Maintained CRM records including lead tracking, call notes, and task updates • Ensured data accuracy and documentation consistency across client accounts • Managed follow-ups and workflow updates in line with service timelines • Worked independently while meeting defined productivity and quality standards
Provided structured administrative and communications support through the planning, coordination, and publication of the organization’s monthly e-bulletin. • Coordinated content submissions and maintained publication deadlines • Edited and standardized written materials for clarity and professionalism • Designed structured layouts using Canva to ensure consistent branding • Managed version control and final distribution of the newsletter • Maintained organized digital records of communications and archives
Provided end-to-end insurance operations and administrative support within a regulated financial environment. Managed policy lifecycle processes, documentation coordination, CRM tracking, and client communication while ensuring compliance and structured workflow execution. Key Responsibilities: • Managed full policy lifecycle including new business, renewals, endorsements, and servicing • Monitored renewal timelines to ensure policies were processed before expiry • Coordinated with underwriters, internal departments, and clients to complete documentation and requirements • Maintained accurate CRM records (Salesforce) for tracking cases, tasks, and client updates • Reviewed client files for completeness and compliance prior to submission • Tracked outstanding requirements and followed up to prevent delays • Prepared structured reports using Excel and internal systems • Handled professional client communication via phone and email Processed and serviced personal lines insurance including Fire, Motor (Car), and Mortgage Redemption Insurance (MRI) • Coordinated documentation, endorsements, and renewal follow-ups for personal line policies • Maintained accurate records and ensured timely submission of required documents for policy issuance
Supported insurance policy processing and client administration while maintaining confidential records and structured documentation. Key Responsibilities: • Assisted with insurance application processing and endorsements • Coordinated client documentation and policy servicing requirements • Maintained accurate and confidential client records • Conducted follow-ups to ensure timely submission of required documents • Supported administrative tasks and workflow coordination